A scheduled e-mail (also known as an autoresponder) is an e-mail that is sent at a specific time without you needing to manually trigger the sending of that e-mail.[1]

Scheduled E-Mails can be sent to either users or leads based on any of the following:

1. Before Expiration Date: “x” years, months, days, hours, minutes, and seconds before a user’s account expires.
2. After Expiration Date: “x” years, months, days, hours, minutes, and seconds after a user’s account expires.
3. After Join Date: “x” years, months, days, hours, minutes, and seconds after a user joins.
4. On Exact Date: On a specific date and time.

You can also specify exact criteria that a user’s account has to meet before he/she receives a scheduled e-mail.

Recommended Method: After Join Date
Example: This method is especially useful when following up with leads and is perfect for sending out sales materials to potential customers.

Recommended Method: After expiration date or before expiration date.
Example: Send users an e-mail with a payment link that they can use to renew their accounts before they expire.

Recommended Method: After Join Date
Examples: Send your users questionnaires, request testimonials, or request information on the quality of your services, etc.

Recommended Method: On Exact Date
Send out notices on specific holidays to make your business more personable and user-friendly.