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Scheduling Action Groups to Lists

Article: 000050246
Updated: March 27, 2024

When scheduling action groups to lists, you can communicate with your leads at a time of your choosing. This article will detail how to schedule an action group to a list—all without needing a trigger or filter.

 
 
Users:
Administrators 
Company Managers 
Marketing Managers 
Sales Managers  
Salespersons  
Jr. Salespersons  


Scheduling to Lists

Action groups can be scheduled to lists.

To schedule an action group to a list, do the following:

  1. Click Lists in the left toolbar.
  2. Locate the desired list and click  cog.png  Options > Schedule Action Group for List.

    Click Lists from the left toolbar then the gear icon to open Action Group details 
  3. Select the desired action group from the drop-down menu.
  4. Enter the appropriate time and date parameters.
  5. Select any necessary exclusions from the list. 
  6. Click Schedule.

    Set Action Group details and Schedule

Be aware that scheduling action groups to lists can be capped depending on your sender status. Refer to Understanding Lead Gen & CRM Email Sender Status for more information on sender status and sending restrictions.

Important: If an action group is scheduled to a rules-based list, all of the leads at the time of scheduling will enter the action group. If the list is modified between scheduling and a time delay, those leads will not be affected by or included in the action group.


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