How to Schedule a Mail Merge Campaign

Introduction

Scheduling your mail merge campaigns in advance can optimize your outreach efforts by ensuring your emails are sent at the ideal time. BetterMerge makes it easy to set a specific date and time for your campaign. This guide focuses on the scheduling step, which is part of the overall campaign creation process.

Step 1: Enable Scheduling

In the campaign editor, find the scheduling section and turn on the Enable Scheduling toggle.

Step 2: Select Date and Time

After enabling scheduling, a Select date & time field appears. Click it to open the date picker and choose a future date and time. Times are shown in your timezone.

Pick a time that leaves you enough room to review the campaign. When you launch, the button reads Schedule instead of Start campaign.

Plan Availability

Scheduling is available on the Lite, Plus, and Pro plans.

Change or Cancel a Scheduled Campaign

Until a scheduled campaign starts sending, you can take it back and edit it:

1. Open the campaign from Campaigns.
2. Click Unschedule and edit, then confirm.
3. The campaign returns to draft. Change anything you need, such as the template, recipients, or send time.
4. Schedule or start it again.

When you schedule it again, BetterMerge re-checks your sheet and merge tags and uses the latest version of your template.

After Sending Starts

Once a campaign has started sending, it can no longer be unscheduled. You can pause or stop it instead.

Conclusion

This page provides the specific steps for scheduling your campaign. For a comprehensive guide on creating and managing campaigns from start to finish, including recipient selection and tracking, please refer to the Create New Mail Merge Campaign page. Scheduling is just one step in the process—follow the full guide to successfully set up and run your campaign.