Exports
How to Set Up Automated Email Schedules
✓ Quick Answer
Email schedules automatically send you fresh lead exports on a recurring basis. Go to Account Settings > Email Schedules, create a new schedule by selecting a filter preset, setting recipients and delivery frequency, then activate it. New leads matching your filters are delivered straight to your inbox.
How to Set Up Automated Email Schedules
Email schedules are one of the most powerful features in SMB Sales Boost. Instead of manually searching and exporting leads, you can have fresh leads delivered to your inbox automatically on a schedule you define.
How Email Schedules Work
- You create a filter preset with your search criteria (keywords, location, industry, etc.)
- You set up an email schedule linked to that filter preset
- On every delivery, the system runs your filters, finds new leads that match, and emails them to your specified recipients
- Only new leads (not previously exported) are included, so you never get duplicates
Setting Up an Email Schedule
- Create a Filter Preset first - go to the Dashboard, set your desired filters, and click Save Preset
- Navigate to Account Settings > Email Schedules
- Click Create Schedule
- Configure the schedule:
- Name - Give it a descriptive name (e.g., "Daily TX Plumbing Leads")
- Filter Preset - Select which saved filter to use
- Export Format - Choose a custom export format or use the default
- Frequency - Set interval (e.g., every 1 day, every 6 hours, every 12 hours)
- Recipients - Add one or more email addresses to receive the export
- Activate the schedule - toggle it on and it starts delivering on the next interval
Distribution Modes
- Full Copy (default) - Every recipient gets the complete lead list
- Split Evenly - Leads are divided equally among recipients (great for sales teams)
- You can designate Full Copy Recipients (like managers) who still get the complete list even in split mode
Combined File Option
For teams using split mode, you can enable a Combined File that sends an additional consolidated export to designated recipients. Options include:
- Include an assignee column showing which rep received which lead
- Include the file name column
- Position extra columns at the beginning or end
Managing Schedules via API
POST /api/v1/email-schedules
{
"name": "Daily TX Plumbing",
"filterPresetId": 1,
"intervalValue": 1,
"intervalUnit": "days",
"recipients": ["[email protected]"]
}
Via MCP
Ask Claude: "Set up a daily email schedule that sends plumbing leads in Texas to sales@mycompany.com"
Tips
- Start with daily schedules and adjust frequency based on lead volume
- Use negative keywords in your filter preset to avoid irrelevant results
- Set up multiple schedules for different territories, industries, or team members
- Combine with Auto Top-Up to ensure you always have credits for scheduled exports
- Each scheduled delivery costs credits only for new leads found
Requirements
- An active paid subscription
- At least one saved filter preset
- Valid recipient email addresses
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