Smart Send: Email Marketing Campaigns

What is Smart Send?

Smart Send is a delivery feature in your CRM that automatically determines the best time to send your email campaigns. It analyzes the past 60 days of engagement data—like opens and clicks—from your account to recommend a time slot predicted to maximize performance. This eliminates manual guesswork and helps improve your campaign results.

Key Benefits of Smart Send

• Boost engagement automatically: Increase open and click rates without needing to analyze data yourself.
• Seamless integration: The Smart Send option appears alongside other scheduling choices like Send Now and Simple Schedule.
• Flexible scheduling: You can accept the recommended time or choose a custom date and time if preferred.
• Clear results: After sending, analytics show how much your engagement improved compared to your account’s historical average.

Eligibility Requirements

To use Smart Send, your account must meet the following criteria:

• At least 1,000 emails delivered from the same account within the last 60 days.
• The campaign must be created using the Email Builder under Campaigns.
• Currently available for regular email campaigns (A/B and batch campaign support is planned for the future).

How Smart Send Determines the Best Time

Smart Send builds a model based on the last 60 days of engagement data. It looks at:

• Open events by time of day (based on your account’s time zone).
• Click events and other interactions to refine predictions for meaningful engagement.
• Relative performance compared to your account’s average to avoid recommending low-performing time slots.

If there isn’t enough data for a specific hour, Smart Send expands the time window until it reaches a confident prediction.

Enhanced Analytics

After a Smart Send campaign is delivered, the Email Statistics dashboard provides additional insights:

• Percentage of engagement lift compared to your account’s 60-day baseline.
• Breakdown of opens and clicks by the recommended send hour.
• Comparison charts showing performance differences between Smart Send and manually scheduled campaigns.

How to Set Up Smart Send

Follow these steps to schedule an email campaign with Smart Send:

1. Go to Marketing → Emails.
2. Click Campaigns, then Create New Campaign.
3. Design your email content and click Send or Schedule.
4. Select Smart Send from the list of delivery options.
5. Fill in any required fields and click Get Recommendation to see the suggested send time.
6. Confirm the schedule to send your campaign at the optimal time.

After sending, you can review performance in Marketing → Emails → Statistics to see the engagement lift.

Frequently Asked Questions

What if my account hasn’t sent 1,000 emails in the last 60 days?

The Smart Send option will be unavailable until your account meets the data threshold. Use Simple Schedule until then; Smart Send will automatically activate once enough data is available.

Can I see when each contact received the email?

Yes. The Recipient tab for the campaign shows the scheduled timestamp for each send, allowing you to review or export delivery timing details.

Does Smart Send adjust for each contact’s time zone?

Smart Send optimizes send times at the account level. For per-contact time zone delivery, use Workflows with Wait → Date/Time actions.

Can I change the recommended time after scheduling?

Yes. Before the scheduled send time, you can click Reschedule within the campaign, choose a new time, and save the change.

Does Smart Send work with A/B tests?

Not currently. Support for A/B campaigns is planned for a future update. For now, use Simple Schedule for A/B tests.

Is Smart Send available via API?

API access is not yet available but will be announced in a future release.