06/27/2024 - 2.88.30

BKPD-I-600 - Scheduling texts

With Fourth of July around the corner you may now schedule texts to be sent out at specific dates and times, allowing you to plan your communication effectively.

Where Can You Find This Feature?

• Inbox Channel

• Contact profile in Recruiting/Retention

• Bulk Text/Blast Text in Retention

How Does It Work? (if you been you've been scheduling emails then you're already an expert!)

• Scheduling Prompt: A new clock icon has been added to the text send button, enabling you to schedule with ease.

• Selector Defaults: Choose from 1 hour, 2 hours, tomorrow morning (8 AM), or tomorrow afternoon (1 PM) for quick scheduling, or select ‘Custom’ for specific needs.

Event Logging and Management:

• Logging: Every scheduled text creation, update, or cancellation is logged for easy tracking.

• Editing: Single contact texts can be edited directly from the timeline.(does not apply to bulk actions)

• Cancelation: Remove scheduled texts with a simple click, with confirmation alerts to prevent accidental cancellations.

Happy scheduling!

Yes, we would like to schedule text and emails a year in advance. It's important to be able to schedule the texts or emails using an actual calendar tool and not having to count the number of days between a campaign. We typically are texting about scheduled events for agents, so we need to be able to schedule a text well in advance and forget about it. We want to remember to invite agents to events.

Workaround:

Note that you can send text steps in campaigns with the campaign 2.0 scheduling engine at a specific date/time. This idea only applies to 1-on-1 or bulk/blasts texts which currently do not have a scheduling capability.

I would love to schedule an appointment reminder/confirmation text to my self and to the candidate. the day prior and/or the day off prior to the appointment.