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Scheduling Action Groups to Lists

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Forest Myers
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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.		     Users:    
  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:

  1. Click Lists in SharpSpring's left toolbar.
  2. Locate the desired list and click  cog.png  Options > Schedule Action Group for List.

    Selecting a list to edit
    Click to enlarge.
     
  3. Select the desired action group from the drop-down menu.
  4. Enter the appropriate time and date parameters.
  5. Click Schedule Action Group.

    Selecting an action group

Be aware that scheduling action groups to lists can be capped depending on your sender status. Refer to Understanding SharpSpring Email Sender Status for more information on sender status and sending restrictions.

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