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Smart Send: Email Marketing Campaigns

Automatically schedule campaigns at the best time using 60-day engagement data. Lift opens and clicks with zero setup and clear post-send analytics.

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  1. What is Smart Send?
  2. Key Benefits of Smart Send
  3. Eligibility Requirements
  4. Best Time Recommendation Logic
  5. Analytics Dashboard Enhancements
  6. How To Set Up Smart Send
  7. Frequently Asked Questions

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Smart Send takes the guesswork out of “When should I hit Send?” by automatically recommending the optimal delivery time for every regular email campaign. The result is higher open- and click-through rates with zero extra setup—perfect for busy marketers who want data-driven results.


TABLE OF CONTENTS


What is Smart Send?

Smart Send is a new delivery option inside GHL Customer Care’s Send & Schedule screen that analyzes the last 60 days of recipient engagement (opens, clicks, and other events) to identify the single best send time for your campaign. To ensure the recommendation is statistically sound, the location must have delivered at least 1,000 emails over the past 60 days. When you request a recommendation, Smart Send instantly crunches the numbers and schedules your email for the time-slot with the highest predicted engagement.


Key Benefits of Smart Send

  • Automatic lift in open and click rates — no manual analysis needed.
  • Seamless workflow — the option appears alongside Send Now, Simple Schedule, Batch, and RSS Schedule in the existing Send & Schedule flow.
  • Flexibility — you can accept the recommendation or override it with any custom date and time.
  • Transparent ROI — post-send analytics display the percentage engagement lift compared with your location’s historical average. 

Eligibility Requirements

Smart Send works only when GHL Customer Care has enough recent data to make an accurate prediction.

  • Minimum 1,000 emails delivered from the same location in the last 60 days.
  • The campaign must be created in Email Builder → Campaigns.
  • Currently supported for regular email campaigns (A/B and batch support coming soon).

Best Time Recommendation Logic

Smart Send builds a 60-day engagement model that weighs:

  • Open events by hour of day (local to the sub-account).
  • Click events and other interactions to fine-tune predictions for revenue-driving engagement.
  • Relative performance against location averages to avoid recommending historically low-performing windows.
Best Time Recommendation Logic (image 1 of 7) What this shows Open events by hour of day (local to the sub-account). What this shows Illustrates the "Best Time Recommendation Logic" section of "Smart Send: Email Marketing Campaigns". This screenshot appears in the "Best Time Recommendation Logic" section of "Smart Send: Email Marketing Campaigns". The text alongside this image reads: Open events by hour of day (local to the sub-account). Click events and other interactions to fine-tune predictions for revenue-driving engagement. Relative performance against location averages to avoid recommending historically low-performing windows. Immediately after, the guide continues: If insufficient data exists for a particular hour, Smart Send automatically widens the window until the model meets confidence thresholds. Image 1 of 7 Where to goOpen events by hour of day (local to the sub-account). Click events and other interactions to fine-tune predictions for revenue-driving engagement. Relative performance against location averages to avoid recommending historically low-performing windows. Next stepIf insufficient data exists for a particular hour, Smart Send automatically widens the window until the model meets confidence thresholds.
All 3 steps in this procedure
  1. Open events by hour of day (local to the sub-account).
  2. Click events and other interactions to fine-tune predictions for revenue-driving engagement.
  3. Relative performance against location averages to avoid recommending historically low-performing windows.

If insufficient data exists for a particular hour, Smart Send automatically widens the window until the model meets confidence thresholds.


Analytics Dashboard Enhancements

After a Smart Send campaign goes out, the Email Statistics dashboard highlights:

  • Engagement Lift (%) versus the location’s 60-day baseline.
  • A breakdown of opens and clicks by the recommended hour.
  • A comparison chart of Smart Send vs. manually scheduled campaigns, helping you quantify the feature’s impact. 
Analytics Dashboard Enhancements (image 2 of 7) What this shows Engagement Lift (%) versus the location’s 60-day baseline. What this shows Illustrates the "Analytics Dashboard Enhancements" section of "Smart Send: Email Marketing Campaigns". This screenshot appears in the "Analytics Dashboard Enhancements" section of "Smart Send: Email Marketing Campaigns". The text alongside this image reads: Engagement Lift (%) versus the location’s 60-day baseline. A breakdown of opens and clicks by the recommended hour. A comparison chart of Smart Send vs. manually scheduled campaigns, helping you quantify the feature’s impact. Immediately after, the guide continues: Launching a campaign with Smart Send is as simple as choosing a template. Image 2 of 7 What this coversEngagement Lift (%) versus the location’s 60-day baseline. A breakdown of opens and clicks by the recommended hour. A comparison chart of Smart Send vs. manually scheduled campaigns, helping you quantify the feature’s impact. Next stepLaunching a campaign with Smart Send is as simple as choosing a template:
All 3 steps in this procedure
  1. Engagement Lift (%) versus the location’s 60-day baseline.
  2. A breakdown of opens and clicks by the recommended hour.
  3. A comparison chart of Smart Send vs. manually scheduled campaigns, helping you quantify the feature’s impact.

How To Set Up Smart Send

Launching a campaign with Smart Send is as simple as choosing a template:

1. Navigate to Marketing → Emails.

How To Set Up Smart Send (image 3 of 7) What this shows 1. What this shows Illustrates the "How To Set Up Smart Send" section of "Smart Send: Email Marketing Campaigns". This screenshot appears in the "How To Set Up Smart Send" section of "Smart Send: Email Marketing Campaigns". The text alongside this image reads: 1. Navigate to Marketing → Emails. For context, this section explains: Launching a campaign with Smart Send is as simple as choosing a template. Immediately after, the guide continues: 2. Click Campaigns → Create New Campaign. Image 3 of 7 What this covers1. Navigate to Marketing → Emails.
Buttons and menus referenced Tip
Next step2. Click Campaigns → Create New Campaign.

2. Click Campaigns → Create New Campaign.

How To Set Up Smart Send (image 4 of 7) What this shows 2. What this shows Illustrates the "How To Set Up Smart Send" section of "Smart Send: Email Marketing Campaigns". This screenshot appears in the "How To Set Up Smart Send" section of "Smart Send: Email Marketing Campaigns". The text alongside this image reads: 2. Click Campaigns → Create New Campaign. Immediately after, the guide continues: 3. Design your email, then click Send or Schedule. Image 4 of 7 What to click2. Click Campaigns → Create New Campaign.
Buttons and menus referenced Tip
Next step3. Design your email, then click Send or Schedule.

3. Design your email, then click Send or Schedule.

How To Set Up Smart Send (image 5 of 7) What this shows 3. What this shows Illustrates the "How To Set Up Smart Send" section of "Smart Send: Email Marketing Campaigns". This screenshot appears in the "How To Set Up Smart Send" section of "Smart Send: Email Marketing Campaigns". The text alongside this image reads: 3. Design your email, then click Send or Schedule. Immediately after, the guide continues: 4. Choose Smart Send (the 5th delivery option). Image 5 of 7 What to click3. Design your email, then click Send or Schedule.
Buttons and menus referenced Tip
Next step4. Choose Smart Send (the 5th delivery option).

4. Choose Smart Send (the 5th delivery option). 

How To Set Up Smart Send (image 6 of 7) What this shows 4. What this shows Illustrates the "How To Set Up Smart Send" section of "Smart Send: Email Marketing Campaigns". This screenshot appears in the "How To Set Up Smart Send" section of "Smart Send: Email Marketing Campaigns". The text alongside this image reads: 4. Choose Smart Send (the 5th delivery option). Immediately after, the guide continues: 5. Complete the required fields and click Get Recommendation. GHL Customer Care will display the best send time. Image 6 of 7 What to choose4. Choose Smart Send (the 5th delivery option).
Buttons and menus referenced Tip
Next step5. Complete the required fields and click Get Recommendation. GHL Customer Care will display the best send time.

5. Complete the required fields and click Get Recommendation. GHL Customer Care will display the best send time.

How To Set Up Smart Send (image 7 of 7) What this shows 5. What this shows Illustrates the "How To Set Up Smart Send" section of "Smart Send: Email Marketing Campaigns". This screenshot appears in the "How To Set Up Smart Send" section of "Smart Send: Email Marketing Campaigns". The text alongside this image reads: 5. Complete the required fields and click Get Recommendation. GHL Customer Care will display the best send time. Immediately after, the guide continues: Tip: You can now schedule the campaign. Once sent, review performance in Marketing → Emails → Statistics to view engagement lift. Image 7 of 7 What to click5. Complete the required fields and click Get Recommendation. GHL Customer Care will display the best send time.
Buttons and menus referenced Tip
Next stepTip: You can now schedule the campaign. Once sent, review performance in Marketing → Emails → Statistics to view engagement lift.
Tip: You can now schedule the campaign. Once sent, review performance in Marketing → Emails → Statistics to view engagement lift. 

Frequently Asked Questions

Q: What if my location hasn’t sent 1,000 emails in the last 60 days?

The Smart Send option will be greyed out. Use Simple Schedule until you meet the threshold; GHL Customer Care will automatically enable Smart Send once enough data is available.

Q: Can I see which contacts received the email at which time?

Yes. The campaign’s Recipient tab shows the scheduled timestamp for each send, so you can audit delivery timing or export the data for deeper analysis.

Q: Does Smart Send respect individual contact time-zones?

Smart Send currently optimizes at the location level. For per-contact time-zone sending, use Workflows with Wait → Date/Time actions.

Q: Can I override the recommendation after I click Schedule?

Absolutely. Simply click Reschedule within the campaign before the scheduled hour, choose a new time, and save.

Q: Will Smart Send work with A/B tests?

Support for A/B campaigns is on the roadmap; for now, use Simple Schedule for A/B tests.

Q: Is Smart Send available via the API?

Not yet. API access will be announced in a future release.

Frequently asked questions

What is Smart Send?
Smart Send is a new delivery option inside GHL Customer Care’s Send & Schedule screen that analyzes the last 60 days of recipient engagement (opens, clicks, and other events) to identify the single best send time for your campaign. To ensure the recommendation is statistically sound, the location must have delivered at least 1,000 emails over the past 60 days. When you request a recommendation, Smart Send instantly crunches the numbers and schedules your email for the time-slot with the highest predicted engagement.

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