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Help CenterAutomationScheduling Automated Messages

Scheduling Automated Messages

Last updated August 13, 2024

Drift's scheduling feature empowers you to deliver automated messages, emails, or even SMS at pre-defined times, ensuring that your content reaches your audience when they're most receptive. This allows you to stay top-of-mind, nurture leads, and drive conversions.

Understanding Scheduled Messages:

  • Timely Delivery: Schedule messages to be sent at specific days and times, maximizing the likelihood of engagement and avoiding the inbox graveyard.
  • Personalized Sequencing: Use scheduling to create a series of messages that guide leads through the buyer journey, delivering the right information at the right time.
  • Automation for Efficiency: Schedule messages in advance, freeing your team to focus on other tasks while ensuring that your communication cadence remains consistent.

Creating Your First Scheduled Message:

  • Access the Message Composer: Within your Drift dashboard, navigate to the section where you create or manage messages. This could be within a playbook or a dedicated messaging section.
  • Choose Your Message Type: Select the type of message you want to send, such as a chat message, email, or SMS.
  • Compose Your Message: Craft a compelling message that resonates with your target audience. Personalize it if possible, using data like the recipient's name or company.
  • Select Your Scheduling Options: Click on the scheduling option within the message composer. You'll normally find settings to specify the day, time, and frequency of your message delivery.
  • Preview and Confirm: Review the details of your scheduled message before saving and activating it.

Using Scheduled Messages for Lead Nurturing:

  • Welcome Emails: Send a personalized welcome email to new leads, introducing your brand, sharing valuable content, and inviting them to connect further.
  • Follow-Up Messages: Schedule automated follow-up messages after website visits, form submissions, or email opens, keeping leads engaged and moving them through the funnel.
  • Event Reminders: Send reminders to confirm attendance for webinars, conferences, or other events.
  • Anniversary Messages: Celebrate important milestones with customers or leads, showcasing your appreciation and encouraging continued engagement.

Best Practices for Scheduling:

  • Consider Time Zones: When scheduling messages to multiple audiences, be mindful of different time zones to avoid sending messages at inconvenient hours.
  • Don't Overwhelm: Avoid sending too many messages in a short period. Less is often more, especially when it comes to email.
  • A/B Test Your Schedule: Experiment with different days and times to determine the most optimal delivery schedule for your target audience.
  • Track and Analyze Results: Monitor the open rates and engagement levels of your scheduled messages to gauge the effectiveness of your strategy.

By mastering the art of scheduling automated messages, you can ensure that your content reaches the right audience at the right time, maximizing your engagement and conversion potential.

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