How to Edit and Schedule Broadcast Emails from the Dashboard

Learn how to efficiently edit and schedule your broadcast emails directly from the dashboard. Follow these simple steps to make quick changes and manage your email campaigns effectively.

07 Aug 2024 By Patrice Poltzer

In this guide, we'll learn how to make quick changes to scheduled emails using the ConvertKit dashboard. This process includes editing the subject line, body text, and scheduling details of your email broadcasts. Understanding how to efficiently manage and update your email campaigns ensures that your communications are always accurate and timely.

Let's get started

When you are on the dashboard, click on "Send." Next, click "Broadcasts." Here, you will find an overview of all the broadcasts.

Go to Dashboard - ConvertKit

Step #2: Click on "Send" — Click on "Send"

Step #3: Click on "Broadcasts" — Click on "Broadcasts"

Here you can find all the drafts. Here you can find all the scheduled emails.

Step #4: Click on "☑ Queued" — Click on "☑ Queued"

If you want to make a quick change to a scheduled email, click on "Queued." Then, either click on the email or click "Edit."

Step #5: Locate the email you want to edit (SUBJECT LINE NAME) then click on "Edit" — Locate the email you want to edit (SUBJECT LINE NAME) then click on "Edit"

In the subject line, you can change the header. You can also change the body text here.

Step #6: Here you can edit the Subject Line — Here you can edit the Subject Line

Step #7: Here you can make changes to the email body — Here you can make changes to the email body

When you make changes, click Continue at the bottom right.

Step #8: When you are done making changes, click on "Continue →" — When you are done making changes, click on "Continue →"

In this section, you can see who will receive the email and which tag has been assigned. You can also change the scheduling. Sometimes, this is removed when you make changes, and you have to schedule it again. You can choose a date here. Click Advanced Options if you want to change the preview text.

Step #9: At this part you can edit the sending time. After chosing the sending time (or verifying its still acurate) click advanced options — At this part you can edit the sending time. After chosing the sending time (or verifying its still acurate) click advanced options

Step #10: Here you can add or edit the email preview text — Here you can add or edit the email preview text

In this case, we don't have one. When you're done, click Continue.

Step #11: When you are done Click on "Continue" — When you are done Click on "Continue"

Then, you can make final changes and click Schedule.

Step #12: Here you will see an overview of recipients (tags) and scheduled time. When all is correct, click on "Schedule Broadcast" — Here you will see an overview of recipients (tags) and scheduled time. When all is correct, click on "Schedule Broadcast"

That's it.