Automate Adding Prospects to a Campaign with Schedules
If you prefer video tutorials, check out the Buckets and Schedules Workshop
Why use buckets and schedules with your campaigns?
Without schedules, buckets are useless and vice-versa.
Creating a Schedule
For example, here's the set-up for a Schedule that will run on weekdays at 8:00 AM (GMT+1), taking out 20 Prospects from the "Outreach 1" bucket each day.
And that's it, at the next earliest schedule, the schedule will pull out prospects from the bucket and add them to the campaign.
Note: When creating schedules, make sure to give at least a 20-minute allowance from the current time. This is to make sure that the system will have enough time to detect the earliest schedule.
How to edit schedules?
Editing schedules can be helpful when you made a mistake in setting them up or if you need to adjust the volume of prospects getting added to the campaign daily.
The following are different ways and places to edit campaign schedules.
Editing from the campaign schedules page
If you want to change the schedules, simply go to the campaign schedules page and select all the schedules that you want to change.
After selecting all schedules, simply click the Action button and from here, you can choose to delete, edit times, and edit the number of prospects.
Bulk editing multiple campaign schedules from the all schedules page
If there's a need to bulk change schedules across all campaigns, simply access the all schedules list and edit from there.
Changing the bucket assigned to schedules
At the moment, there's no option yet to change the bucket assigned to the schedule.
The current workaround is to simply delete all schedules from the campaign using the incorrect bucket and create new ones using the correct bucket.
Pro tip: The schedule only control when prospects will be added to the campaign. The time when follow-ups will send out will depend on the wait step between email steps.
Additionally, if you want to control the time that the campaign is allowed to send emails, check out Sending times/Time tables.
Note: The schedule will continue to add prospects to the campaign as long as the bucket assigned to it, has prospects in it. The schedule will only stop working once the bucket runs out of prospects.