Timing in Auto-Campaigns

How to determine when you want your auto-message or auto-action to be sent or created.

Vicky Vasso avatar
Written by Vicky Vasso
Updated over a week ago

Whenever you are adding an auto-message or auto-action to an auto-campaign, you will need to set the timing around when you want this item to send or be created, respectively. This article will walk you through the three options for timing.

Time Delay

The Time Delay option will schedule a message or task after a certain amount of time since a contact's entry into the auto-campaign. You will be able to choose whether you want the message to be sent Immediately or after a certain amount of hours, days, or weeks.

Some common use cases for the Time Delay option include:

  • Sending an email to a new lead immediately after they create a profile in your booking software

  • Send a text message to a client 1 hour after their first visit to your business.

  • Sending an email to a client 1 week after their 2-week Trial ended.

Time Delay with an Additional Rule

The Time Delay with an Additional Rule option partially uses the same logic as the Time Delay option above. This option will schedule a message or task after a certain amount of time (hours, days, weeks, etc.) since a contact's entry into the auto-campaign if the client also meets a certain rule.

Some common use cases for the Time Delay option include:

  • Sending an email to a client 1 day after purchasing an intro offer if the client has not yet reserved a class

  • Sending a text message to a client 1 week after their first visit if the client has not visited again

  • Sending an email to a client 1 week after their 2-week Trial ended if they have not bought anything since

Right When a Rule is Met

Unlike the two options above, the Right When a Rule is Met option does not take time into account at all. This option will schedule a message or task whenever the client meets a certain rule.

  • Sending an email to a client when they reserve their next class

  • Sending a text to a client when they come in for their 2nd visit

  • Sending a text to a client when they open a certain email.

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