Scheduled messages for tracks and reminders will assist you with auto-sending an email or/SMS when they’re due.
Which means instead of manually sending our merges when a reminder appears on your to-do list, this can be automated for you.
When creating an email/SMS reminder with a template attached, you have the option to “Schedule Send”.
You have the option to choose a specific send time, as well as which Rex user to send it from:
If you delete the reminder with the scheduled merge, it will no longer send.
If the option is greyed out and unavailable to you, it is because you do not have a merge template attached:
You need to attach a merge template in order to set up a scheduled reminder.
This is the same with Tracks via Settings > Tracks, Merge & Brochures > Tracks. When configuring reminders within a Track, you have an option to flag individual reminders as a "Schedule Send".
Please note: You are still able to complete these reminders in advance ahead of their scheduled send time if you see fit.
Important note: Keep in mind that if you are an admin and you're setting up a scheduled reminder for a merge to be sent from someone else, you must have the correct 'send on behalf of' privileges. If you're unsure if your user has these privileges, I recommend having your Super Admin look into this.