Configure campaigns

In the Campaign Configuration section of a campaign, you can configure the following settings:

Time Zone

Included Days

Account Buffer

Scheduling Campaigns Walkthrough Video

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Time Zone

By default, campaigns are sent in your local time zone. To change this setting:

  1. Select a time zone.
  2. Click Save.

Included Days

By default, emails are only sent Monday-Friday. However, the delays that are set between campaign events count all the days of the week. If an email is scheduled to send on a day that's not included, the email will be sent on the next included day.

For example, a campaign includes two emails: the first email occurs on Day 1, and the second email occurs on Day 4. The included days are Monday-Friday.
  • If the first email is sent on a Monday, the second email will be sent on Thursday.
  • If the first email is sent on Wednesday, the second email will be sent on Monday.
  • If the first email is sent on Friday, the second email will be sent on Monday.

To change this setting:

  1. Select the days that emails should be sent on.
  2. Click Save.

Account Buffer

The account buffer limits the number of emails that can be sent on behalf of each salesperson per day. The buffer only applies when adding a list to a campaign (not adding individual accounts). Only the first email step of a campaign is affected—the remaining emails in a campaign are sent with the delays set in the campaign. Pausing and resuming a campaign will bypass the buffer.

For example, if a company has 4 salespeople, and the buffer is set to 2 recipients per day, then 8 recipients will be added to the campaign per day. Each recipient will receive subsequent emails in the campaign with the delays that are set in the campaign.

By default, the buffer is disabled. To turn on the buffer:

  1. Toggle the Account Buffer to ON.
  2. Enter the maximum number of recipients that should be added to the campaign per salesperson per day (from a list).
  3. Click Save.

Scheduling Campaigns Walkthrough Video

 

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