Select recipients and schedule approved Hub email
Queue a published marketing email for explicitly selected eligible contacts or leads, immediately or at a future UTC time.
Use these steps in your selected Pixie CRM company workspace. The module, dependent tools and actions available to you follow its configuration and your permissions.
Where to start
Published marketing email → Select recipients
PermissionManage campaigns, forms and email + Queue marketing delivery; outbound enabled
Before you begin
Publish an independently approved email first. Check that every intended recipient has verified permission for their current address and is not suppressed.
Follow these steps
- Open the published email and choose Select recipients.
- Choose Contact or Lead, search existing authorised records and select the intended recipients.
- Leave Delivery time (UTC) blank for eligibility at the next worker run, or choose a future UTC date and time within the next year.
- Tick the explicit delivery authorisation for the selected recipients, then choose Queue approved delivery.
- Review the queued and already-queued counts, then open Email delivery queue to follow the result.
Fields and options
- Recipients
- The server accepts 1–100 distinct source records per request. The picker displays the current authorised source page, so search specifically for the intended people.
- Eligibility
- Contacts and their companies must be active; lost or junk leads are refused. Every address needs current affirmative marketing permission and no suppression.
- Schedule
- An earliest eligible UTC time, not a promise of exact-time inbox delivery. The worker and rate limit still apply.
Rules and limits
- One ineligible recipient rejects the batch; inspect the failure before submitting a corrected selection.
- The same address is deduplicated for the same email revision, even if it appears as both a lead and contact.
- A company record is not an email-recipient type. Campaign dates and segment membership do not automatically submit a send.
Check the result
- Check the queue contains the intended email revision, recipient type and schedule.
- Confirm duplicate requests are reported as already queued rather than creating another transmission.
If something does not look right
- If outbound is disabled, an authorised administrator must review the separate delivery setting.
- If publication or an address changed, review the current email and eligibility before submitting again.
Common questions
Will a segment automatically send to all its matches?
No. This release queues explicit selected contact or lead records.
Does choosing a future time bypass the rate limit?
No. Scheduling sets eligibility; the normal worker and delivery checks still apply.