inForm: Schedule to Send

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Instructions below ONLY apply to Inform.

Scheduling your newsletters to be sent on a certain date is a great tool because it allows you to choose a date on which your newsletter will be sent. This way, for example, your patients or referring doctors can receive a newsletter from you once a month, on the same day each month. Patients and colleagues can begin to look forward to your updates!

1. Once in the “Delivery Options” tab, check the box of the mailing list you wish to reach, then click the orange “SAVE AND SCHEDULE TO SEND” button.

2. This will bring up an option to “schedule your delivery.” Use the calendar and clock icons to choose a date and time to send your newsletter. Then click the orange “SAVE AND SCHEDULE NOW” button.

3. This will bring you to a confirmation page that shows your newsletter has been successfully scheduled. A calendar will indicate when the newsletter is scheduled with a blue icon on the delivery date.

4. inForm will do the rest, delivering your newsletter on the exact time and date you indicated!

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