Campaign-level schedules allow Sourcing Automation users to create one consistent delivery schedule for all messages in a campaign pool. Every campaign step message, regardless of the configured sender, will send according to the time zone and daily schedule set at the campaign level.
When you configure a campaign-level schedule for your campaign pool, this schedule will replace each step sender’s schedule in their personal Sourcing Automation account settings.
Note: Campaign-level schedules are turned off by default in each campaign pool. Follow the steps below to turn on and begin using a campaign-level schedule for your campaign pool.
Configure a campaign-level schedule
Note: Campaign-level schedules can be configured by Sourcing Automation admins, campaign pool owners, and Sourcing Automation users granted edit access by a campaign pool owner.
Open the Sourcing Automation campaign pool where you'd like to create a campaign-level schedule.
On your campaign pool page, open the Settings tab.
Navigate to the Schedule tab in Campaign pool settings.
Click the toggle to Enable campaign-level scheduling.
When you first turn on campaign-level scheduling, the new schedule uses the following default settings:
- Monday-Friday, 9am-8pm
- The campaign pool owner's timezone, configured in account settings
Click Edit schedule to update the timezone and daily schedule hours for sending messages from this campaign pool.
Click Add time range to create a delivery schedule for any day that doesn't currently have one.
Update the From and To fields with the start and end times for the time range in which you'd like to send prospect messages that day.
Click X to remove the time range.
You can also create multiple schedules for each day. Click Add another to set an additional time range for delivering prospect messages on the same day.
Once you're ready, click Save changes to complete your campaign-level schedule.