We are looking to use Infusionsoft for our weekly emails to customers. However, I need to be able to schedule an email ahead of time and know that if someone meets the list or contact search requirements they will be sent the email.
Currently, when I create an email broadcast and select a saved search for the “to” in Infusionsoft, it schedules it to send to contacts that are currently in that list of my saved search. And so if, after scheduling the email, I add the appropriate tag to Jane Doe, she will not receive the scheduled email.
Example: In Mailchimp, I schedule my weekly emails in batch. So, say today I schedule an email for July 6 but then this afternoon someone joins my newsletter list, they will be added to the queue and still receive the email even though it’s already been scheduled.
But, Infusionsoft doesn’t do this?
Am I missing something in Infusionsoft that would allow me to do this? It seems crazy that this would be the case so I’m hoping there’s something I don’t know.