Product Ideas Portal
As a recruiter, I want to schedule emails to go out at specific dates and times so I can plan out communication at odd hours and maintain contact during vacations.
Note that this does not apply to campaigns, as it is already possible to schedule campaign steps at specific days/times, and there are also date-based campaign triggers.
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Jobs To Be Done
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Pain
I don't have a way to schedule out emailss in advance and I don't always want to send the email when I am working |
This feature has been implemented. Please reach out to support@getbrokerkit.com with any questions about it.
05/21/2024 - 2.88.11 & 2.88.52
BKPD-I-609 - Schedule emails
BKPD-I-726 - Email Sending in the Inbox Channel
TWO Exciting Releases for BK Users: Email Scheduling and Inbox Emailing are Now Available!
You may now schedule emails to be sent out at specific dates and times, allowing you to plan your communication effectively, even during vacations or outside of regular business hours. AND Send an Email directly from your Inbox in BK
Where Can You Find This Feature?
Inbox Channel
Contact profile in Recruiting/Retention
Bulk email in Recruiting/Retention
Blast email in Retention
How Does It Work?
Scheduling Prompt: A new clock icon has been added to the email 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 email creation, update, or cancellation is logged for easy tracking.
Editing: Single contact emails can be edited directly from the timeline.
Cancelation: Remove scheduled emails with a simple click, with confirmation alerts to prevent accidental cancellations. (does not apply to Bulk Scheduled Emails)
What’s Next? Scheduled Texts! Coming Soon, We’re committed to enhancing your recruiting tools and will continue to update and improve this feature based on your feedback.
Happy scheduling!
Awesome, can't wait!
I am looking forward to this being implemented. Like others, I too want to be able to pre-plan emails to go out at a specific time on a specific date without having to use a campaign.
I'd like to have triggers available inside of a campaign to send messages. In other words, I'd like one campaign that we can schedule someone for and have the system automatically send based on specific triggers. Dates to include for a relationship-based campaign would include: Agent's Birthday, Start Date, Days before Easter (a day which shifts each year), Christmas (which could be Dec 15th or whatever we choose), Memorial Day (which changes year to year), etc. One campaign to maintain the long-term relationship and everyone who gets subscribed gets messaging based on triggers that work for that person and the dates for that year.
This is sorely needed for what we need brokerkit for. We also need branded campaigns.