Start a Campaign on a Specific Date & Time
Do you want to use the same campaign but have it start on different dates and times in the future for each individual contact?
Schedule a follow-up campaign on the exact date & time your contact wishes eliminating future overwhelming tasks as you get busier.
Most campaigns start when assigned or triggered and follow a preset sequence, which forces you to trigger the campaigns on the day of the event or build multiple campaigns.
CallAction simplifies your workflow by eliminating time-wasting duplicate activities and task-list overwhelm.
Use this workflow to automate future follow-up using prewritten automated campaigns for your workflows such as:
Anniversary / birthdays campaigns
Upcoming events / webinars
Follow-up on the exact date and time a contact requests
You are limited only by your creativity. Here's an example workflow using the Facebook Birthday calendar page.
Below is a video and a detailed step-by-step guide to scheduling a campaign.
How to Schedule a Campaign
Login to CallAction
Click on Conversations
Select a Contact
Click on Actions
Click on Schedule Icon
Select Date & Time
Click Done
Select the Drip Campaign
Click Ok
Done, your automated campaign will be triggered to start on the selected date & time and follow your pre-written drip campaign scheduled steps.
How Do Scheduled Campaigns Work?
Here is an example. Say your first drip campaign step starts in 1 min from the assignment (trigger), then the second step is scheduled for 2 days later at 9:05 am.
If you schedule the campaign to start in 90 days from today at 4:50 pm. The first step will start in 90 days from today at 4:51 pm (4:50 pm + 1 min for the first step). The second step will be on day 92 at 9:05 am.
Need to Automate Your Follow-Up?
If you are in sales or marketing and losing sales opportunities because you are overwhelmed by follow-up tasks in your CRM, CallAction can help you. Take 10 mins to set up a free CallAction trial now or schedule a demo below.