Send a Drip Campaign Later with Scheduling
Send the right campaign to the right person, at the right time with the CallAction campaign scheduler.
Why Use a Scheduled Drip Campaign?
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.
How to Schedule a Campaign to Start Later
Login to Follow Up Boss
Click on a Contact / Person
Add them to CallAction if not already in the system.
Click on the Clock Icon next to the Drip Campaign
Pick Date & Time to Start Campaign
Select the Drip Campaign to be Sent
Click Yes to launch
How Do Scheduled Campaigns Work?
Here is an example use of the scheduled campaign. You create a campaign and the 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 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.
Scheduled campaigns allow you the ultimate personalization for follow-up.
Need to Automate Your Follow-Up?
If you’re in sales or marketing and losing opportunities because follow-ups in your CRM are overwhelming, CallAction can help you regain control.
Take 10 minutes to book a free follow-up workflow audit and see where automation can immediately save you time and close more deals.