Overview

Visualist makes it easy to manage your project emails, even when you’re not ready to send them right away. You can:

• Save drafts to finish later.
• Schedule emails to send at a future time.

Saving drafts

• Drafts are saved automatically while you’re composing.
• Drafts appear in your Message Center list with a Draft label.
• You can open, edit, and send a draft at any time.
• Drafts are stored at the hub level, so they always stay tied to the right project.

Scheduling emails

• In the compose window, click the dropdown next to Send.
• Choose Send now or Schedule send.
• Options include common presets (e.g. Tomorrow morning) or a custom date/time.
• Scheduled emails appear in your drafts until they’re sent. 

Best practice

• Use drafts to capture ideas and unfinished replies without losing them.
• Use scheduled send to deliver emails at client-friendly times (for example, mornings in their timezone).
• Edit or cancel a scheduled email from your drafts before it’s sent. 

Frequently Asked Questions

Q: Can I edit a scheduled email?

A: Yes. Scheduled emails can be edited until they’re sent. You can open, revise, reschedule, or delete them at any time.

Q: Do drafts autosave?

A: Yes. Drafts save automatically while you’re typing, so you won’t lose your work if you navigate away.

Q: Do drafts and scheduled emails sync across devices?

A: Yes. Because they’re stored at the hub level, you can access and edit your drafts and scheduled emails from any device.

Q: What happens if I disconnect my email account while I have scheduled emails?

A: Scheduled emails will not send until the account is reconnected, provided that the scheduled time occurs after you've reconnected your email.

Q: Can I see which emails are scheduled to send?

A: Yes. Click on the Scheduled tab in your hub's message center.