How To Create A Scheduled Email

** IMPORTANT: Email iQ is designed to be HIPAA-compliant, providing a secure way to communicate with clients via email. All Protected Health Information (PHI) is encrypted both in transit and at rest, ensuring privacy and compliance with federal regulations.**

In TiQ, you can schedule emails to automatically send at anytime. This guide will show you how to set up scheduled emails.

NOTE: You must have an email template already created before you can send a scheduled email.
Linked here you will find how to setup email templates.

From the Email iQ tab select the Email Scheduling button.

 Select the + Schedule New Email button.

Fill in the fields with the required information.:

  • Subject Line
  • Select the Email Template from the dropdown
  • Select the date and time you want the email to be sent
  • Select the Client you are looking for
  • Use the client tag to select who you want to send the email to (optional)

Select the Submit button.

You will now see your scheduled email in the Scheduled Email log.

NOTE: From here, you can select the 3 dots to Edit or Delete your scheduled email.

IMPORTANT: This feature can also be used to send mass emails to clients. For that, simply add clients by tag and schedule the email.

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