Recurring events allow you to send messages, run bots, or start a drip campaign on a schedule you set – daily, weekly, monthly, or custom.
Set up a Recurring Event
Recurring events can only be created on desktop and tablets.
Click on Scheduled in the left navigation
Click on Recurring Events
At the top of the screen click New Recurring Event
Name your recurring event – this will only be visible to you and those you share your bot with so pick a name that will help you remember what it does and how to use it.
Choose the action that you’d like to repeat. There are three to choose from:
Send a message
Run a bot
Run drip campaign
Use the message composer to write your recurring message, or select a bot or drip from the dropdown menus.
Decide which services you want your messages to send from. Services include:
Customer Service number
To run a bot or drip campaign, the service you select in your recurring event must be enabled on your bot or drip too.
Shout can automatically use S2S messaging for your Shout contacts and text services for everyone else – saving you message segments.
Set your Schedule/Frequency
Choose the time of day for the action. There are five options for scheduling:
Daily – every day or alternating days
Weekly – by certain days each week
Monthly – by day of the month or day of the week
Yearly – the same date each year
Custom – specific dates and times
Set how many times the action will repeat:
Forever – until you manually remove it
Specific Date – until the date set
After ‘n’ Times – until the action has run a set number of times
• Assign Groups or Contacts to receive the messages
Move individual contacts in and out of groups to make your automated messages easy to manage. For example, create a “weekly encouragement” group that gets a weekly message designed to keep them motivated.
Delete recurring events by clicking ••• and selecting Delete
Assign contacts or groups to a recurring event by clicking •••
Use bot actions to assign contacts to a recurring event automatically