How to Schedule Email and SMS Sends

The Communications Scheduler lets you queue an email or SMS to go out at the right moment — a specific date and time, after a delay, or during your contact's local business hours. Scheduled sends appear in the Dispatcher so you can review or cancel them before they go out.

Schedule an email

Open any contact record and start a new email as you normally would. Instead of clicking Send, click the dropdown arrow on the send button and choose Schedule send.

A modal will appear with four options:

• Send now — sends immediately (the default).
• At a specific time — pick a date, time, and timezone.
• After a delay — send X minutes, hours, or days from now.
• During business hours — TrustPager holds the send until the next available business-hours window in your contact's timezone (falls back to your company default).

Confirm your choice and click Schedule. The email is queued and will not leave until the scheduled time.

Schedule an SMS

Open the SMS conversation for your contact. The same schedule option is available in the message composer — click the calendar icon or the dropdown next to the send button to open the scheduling modal and pick your send time.

Review and cancel scheduled sends

All pending scheduled sends are visible in the Dispatcher at https://app.trustpager.com/inbox/dispatcher. From here you can see the scheduled time, channel, recipient, and current status. To cancel a send before it goes out, open the row and click Cancel.

Scheduled statuses you'll see:

• Pending — waiting for the scheduled time.
• Dispatched — handed off to the sending provider.
• Delivered — confirmed delivered.
• Undelivered — the provider could not deliver it.
• Cancelled — cancelled before dispatch.

Automatic cancellations (compliance)

TrustPager automatically cancels a pending scheduled send if any of the following happen before dispatch:

• The contact unsubscribes from email.
• The contact opts out of SMS.
• The contact replies to the conversation (email or SMS).
• The linked opportunity moves to Won or Lost.

This keeps you compliant without any manual intervention.

Business hours and timezone

When you choose During business hours, TrustPager resolves the correct timezone in this order: the contact's phone number country code, then your company's default timezone. You can set your company's default timezone at https://app.trustpager.com/settings/company.

Scheduling from automations

The same four schedule shapes (send now, at a specific time, after a delay, during business hours) are available inside the automation builder for voice calls, SMS, and custom email actions. When you set a non-immediate schedule on an automation action, TrustPager inserts a scheduled send instead of firing immediately — it shows up in the Dispatcher just like a manually scheduled send.

Troubleshooting

• My scheduled send disappeared. Check if the contact unsubscribed, opted out of SMS, or replied to the conversation — automatic cancellation rules apply.
• Business hours sent at the wrong time. Verify the company default timezone at https://app.trustpager.com/settings/company and confirm the contact's phone number has the correct country code.
• Scheduled send is stuck in Dispatched. The platform reconciles delivery status every 3 minutes. If it remains stuck after 24 hours it will be marked undelivered automatically.