How To Change The Drip (Call/Text Frequency)

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Accessing Campaign Workflows

Navigate to Automations: After logging into your CRM, locate and select the Automations tab.

Select Campaign Workflows: Within the Automations section, click on Campaign Workflows. Typically, there will be one main option available for you to select and modify.

Adjusting Daily Limits

Locate the Drip Step: As you enter the campaign workflow, scroll to find the Drip Step. This section is where you can adjust the number of calls and texts that go out daily for each campaign.

Customize Limits per Campaign: You have the flexibility to set different limits for each campaign based on your preferences and goals. For example, some campaigns might be set to send out a thousand interactions daily, while others might be limited to a hundred.

Default Settings: By default, all campaigns are set to a limit of 100 interactions per day. This setting can be adjusted to meet the specific needs of your campaign.

Saving Your Changes

Save Individual Actions: After modifying the daily limits, remember to save each action within the drip step. This ensures that your changes are recorded and applied to the campaign.

Finalize Workflow Edits: Upon completing your edits to the workflow, you'll be prompted to save your changes at the top of the page. Ensure that all modifications are saved to avoid losing any adjustments.

Publish Your Changes: Lastly, confirm that the workflow is set to Published. An unpublished workflow will not activate the changes you've made, so this step is crucial for implementing your new settings.

Conclusion

Adjusting the daily call and text limits for your CRM campaigns allows you to tailor your outreach efforts to align with your marketing strategies and compliance requirements. By following these steps, you can ensure that your campaigns are optimized for both effectiveness and efficiency, keeping your communications within desired thresholds. Always remember to save your changes and publish your workflows to activate your adjustments.

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