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Can I go back and edit a recurring e-mail and how?


I set up a recurring e-mail two weeks ago from a report and need to make some changes to who it goes to and the message it includes. How can I do this? Or can I even do it? I can't find anythig on Smartsheet showing me.




  • Tim Meeks
    Tim Meeks ✭✭✭✭✭✭



    See the Tip here: http://help.smartsheet.com/customer/portal/articles/516096


    TIP: You can schedule your report to be sent on a recurring basis automatically by clicking Schedule from the Send as Attachment form. The Recurrence form appears. Select a recurring option (daily, weekly, monthly, or yearly), then click OK. Recurrences will appear in the right panel, and you can click the drop-down arrow to edit or delete them. The report will run automatically before it's sent out via email.



    If you click on "Edit Recurrence" of the recurring email, it will only let you change the schedule of when it is sent, but to change the message or to add addtional users, you have to recreate the recurring email.  That is one feature enhancment I would like to be able to add users to an existing recurring email. Frown




  • J. Craig Williams
    J. Craig Williams ✭✭✭✭✭✭

    Add my vote to changing the message of a recurring email.



  • Claire Diener
    edited 05/31/16
  • TommoU
    TommoU ✭✭

    This would be an excellent feature. I support it too.

  • Jawanza Hadley

    When will this feature be created? I cannot believe there is no ability to edit a recurring email without having to start completely over? 

  • Grant

    Yes I would also support that feature. The Ability to edit the messages or other of re-occuring emails.

  • micheleb

    I have two questions on this topic:

    1. It looks like the ability to Edit a recurring report send was added. However, the options to Edit and Delete are grayed out for me - I included a screen shot. I am the one who created the report and set up the recurring send. Has anyone seen this before?

    2. I don't see a way to include a link to the report in the email. That seems really odd because I want the recipient to click through, review, and enter comments on a monthly basis. The Excel or PDF attachment is of no use. As a workaround I can include the report link in the customized message, but that isn't ideal. Thanks.

    Cant edit recurring report send.PNG

  • Todd Elsbernd

    I think it is a bit ridiculous that you cannot edit the recipients once a recurrence is established. Recipients can unsubscribe, so both the schedule AND the recipients should be editable. Please implement this feature.

This discussion has been closed.