When scheduling action groups to lists, you can communicate with your leads at a time of your choosing.
This article will detail how to schedule an action group to a list—all without needing a trigger or filter.
Available With:
| Trial | ✓ | |
| Essential | ✓ | |
| Advanced | ✓ | |
| Ultimate | ✓ |
AutomationUsers:
| Administrators | ✓ | |
| Company Managers | ✓ | |
| Marketing Managers | ✓ | |
| Sales Managers | ||
| Salespersons | ||
| Jr. Salespersons |
Scheduling to Lists
Action groups can be scheduled to lists.
To schedule an action group to a list, do the following:
- Click Lists in the left toolbar.
- Locate the desired list and click
Options > Schedule Action Group for List. XXX
- Select the desired action group from the drop-down menu.
- Enter the appropriate time and date parameters.
- Click Schedule Action Group.
Be aware that scheduling action groups to lists can be capped depending on your sender status. Refer to Understanding Lead Gen & CRM Email Sender Status for more information on sender status and sending restrictions.