Agent CRM allows you to schedule emails, texts, or voicemails at a specific time through its campaign feature. This capability ensures your messages are sent at the most strategic times for maximum engagement. Here’s a step-by-step guide to setting up a scheduled campaign.

Why Schedule Communications?

  • Maximize Engagement: Deliver messages when your audience is most likely to respond.
  • Increase Efficiency: Automate communication to save time and focus on other tasks.
  • Personalized Timing: Tailor scheduling based on time zones or recipient preferences.

Step-by-Step Guide to Scheduling Emails, Texts, and Voicemails

  1. Navigate to Campaigns

    • Log in to Agent CRM and go to Automation >> Campaigns.
    • Select an existing campaign or click + New Campaign to create one.

  2. Add a Step for Your Communication Type

    • Click + Add Step and choose the type of message:
      • Email: For detailed communication.
      • Text (SMS): For quick, concise messages.
      • Voicemail Drop: For personalized voice messages.

  3. Compose Your Message

    • Draft your email, text, or voicemail script.
    • Use placeholders like {{contact.first_name}} for personalization.
    • Save your message to move to the scheduling step.

  4. Set the Schedule

    • Under the step’s settings, select Schedule for a Specific Time.
    • Choose the exact date and time you want the message to be sent.
    • If you’re scheduling across time zones, ensure the timing aligns with your recipient’s location.

  5. Test the Campaign

    • Run a test to verify the message content and timing are accurate.

  6. Activate the Campaign

    • Once everything is set, activate the campaign. Your messages will now be sent at the scheduled times.

Pro Tips for Scheduling Success

  • Know Your Audience: Schedule messages during peak engagement times (e.g., mornings for emails, evenings for texts).
  • Avoid Overlap: If sending multiple messages, ensure they’re spaced out to avoid overwhelming your recipients.
  • Track Results: Use Agent CRM’s analytics to monitor open rates, responses, and engagement.

Learn More

Explore additional resources to make the most of your campaigns in Agent CRM:

Bonus Resource: Watch and Learn

 

Campaign, Email

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