This feature is available on all Goodshuffle Pro Plans.
Timed Emails are configured at the template level in Message Center. Once auto-send is enabled on a template, it applies automatically to all projects that reach a status of Contract Signed.
Before You Start
You'll need an existing message template — or you can create a new one as part of this process. If you'd like a head start, Goodshuffle Pro offers two pre-built Automated Send Templates: Pre-Event Template and Post-Event Template.
Steps to Set Up a Timed Email
1. Go to Message Center
Navigate to Message Center using the left-hand navigation, then open Templates.
To set up a Timed Email, select either Pre-Event Template or Post-Event Template under Automated Send Templates, then click "Use Template."
2. Click "Create New Template"
On the next screen, you'll see three sections:
Manually Triggered Customer Messages — Custom templates you send manually at any time
Automated Send Templates — Pre-built templates designed for auto-send (Pre-Event and Post-Event)
Default System Templates — Standard templates like Quote, Invoice, and Contract
To set up a Timed Email, select either Pre-Event Template or Post-Event Template under Automated Send Templates, then click "Use Template."
3. Customize Your Template and Configure Timing
The template opens with suggested scaffolding — a pre-filled name, subject, and email body — that you can edit to match your brand and communication style.
At the top of the editor, you'll see the timing configuration. The dropdowns appear one by one as you make selections:
How many days, weeks, or months (0–4+ shown in dropdown)
Days, Weeks, or Months
Before, After, or At the time of
Logistics Start Date, Logistics End Date, Event Start Date, or Event End Date
For example, to send a pre-event reminder two days before the event start date, select 2 / Days / Before / Event Start Date.
5. Name Your Template and Write Your Email
Below the timing settings, enter a Template Name and Subject, then compose your email content as usual. You can use personalization tokens like #FirstName, #ProjectName, and #EventDate by clicking "Insert Personalization Token" or typing the # symbol directly.
6. Save the Template
Click "Save Template." The template list will now show an AUTO-SEND: ON badge confirming auto-send is active.
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