Original Question:

Edward Financial Group asked:
“Is it possible to change the text message to respond only during business hours? I had a lead fill out the survey at midnight, and it auto-responded. However, I’m comfortable with responding only during business hours, say 8 AM – 9 PM?”

Answer:

Yes! You can restrict SMS messages to send only during specific business hours using Agent CRM’s Campaign Configuration or Event Custom Time settings.

Option 1: Restrict SMS for the Entire Campaign

If you want all messages in a campaign to only send during business hours, follow these steps:

📌 How to Set Business Hours for the Entire Campaign

  1. Go to Marketing > Campaigns
  2. Select the campaign you want to edit
  3. Click “Campaign Configuration”
  4. Enable “Send Window”
  5. Set your time range (e.g., 8 AM – 9 PM, Monday – Friday)
  6. Click Save

What This Does:

  • Any messages scheduled outside of this time will be held until the next available window.

Option 2: Restrict Specific SMS Messages in a Campaign

If you only want certain messages (like follow-ups) to send during business hours, use Event Custom Time settings instead.

📌 How to Restrict Individual SMS Messages in a Campaign

  1. Go to Marketing > Campaigns
  2. Select the campaign
  3. Click on the specific SMS event
  4. Enable “Event Custom Time”
  5. Set the allowed time range (e.g., 8 AM – 9 PM)
  6. Click Save

What This Does:

  • The first message (confirmation SMS) can send immediately, acknowledging the submission.
  • All other texts will be restricted to your chosen business hours.

Why Restrict SMS to Business Hours?

✔ Prevents late-night messages that may annoy clients
✔ Ensures professional and timely communication
✔ Gives you control over when leads are engaged

This setup allows instant confirmation while ensuring ongoing follow-ups only send within business hours.

More Resources

To further refine your understanding and improve your Agent CRM experience, explore these related blog posts:

Watch and Learn

 


Phone and Text, Software

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