After creating a list of leads, you probably want to start reaching out to them. A quick and easy way to start a nurture or "drip" campaign in SharpSpring is by scheduling an action group to a list. By doing so, you can communicate with your leads right now or in the future based on what you know about them. This article provides the steps to schedule an action group to a list, without needing a trigger and filter to start your nurture campaign.
The following User Roles have access to schedule action groups:
- Marketing Manager
Step One: On the toolbar, hover over Automation, then on the drop-down, click Lists
Step Two: Locate the list you want to use and on the right, click the Option and on drop-down select Schedule.
Step Three: On the Schedule an Action Group pop-up, do the following:
- Start to type the name of the list you want to send the action group to, then select it.
- Select the Time Date to schedule the action group.
- Click the Schedule Action Group button.
Note: Make sure to select the toggle next to the calendar once you select the date/time.