How to Build, Edit & Use Campaigns – Lead Hero

✅ Step-by-Step: How to Build, Edit & Use Campaigns

🔹 Step 1: Access the Marketing Campaigns Section

Log in to your account
In the left-hand menu, go to “Marketing” → “Campaigns”.
Click “+ Create Campaign” to start a new one, or select an existing campaign to edit.

🔹 Step 2: Set Up Basic Campaign Settings

Name your campaign — give it something descriptive (e.g., “New Lead Welcome Series”).
Set the Campaign Type:
- Default is usually fine unless you’re using advanced features.
Set the Status to “Published” if you’re ready for it to go live, or leave it in “Draft” to work on it.

⚙️ Other options include setting stop on response, from email name, and from email address — helpful for email consistency.

🔹 Step 3: Add Campaign Steps (The Action Builder)

Now you’ll add actions, one by one, that will execute for each contact added to the campaign.

Click “+ Add Event”, then choose from these options:

Send SMS
Send Email
Add Task
Wait (Delay Timer)
Webhook
Manual Call
Voicemail Drop
Messenger (FB Messages)
Call

Each event can be scheduled based on:

A delay (e.g., 2 hours after previous step)
Specific time (e.g., next day at 9 AM)
Contact time zone

🔹 Step 4: Edit and Organize Steps

You can drag and drop events to reorder them.
Click any event to edit its content (e.g., change email copy, phone number, etc.).
You can duplicate or delete steps as needed.

🔹 Step 5: Activate or Pause the Campaign

Once your campaign is ready, set the Status to “Published” in the top bar.
You can pause it at any time if you want to temporarily stop it.

🛑 Paused Campaigns won't send any messages, even if contacts are added to them.

🔹 Step 6: Add Contacts to the Campaign

You have a few ways to do this:

A) Manually Add Contacts

Go to Contacts → Smart Lists.
Select contacts → click Actions → Add to Campaign.

B) Through Triggers

Go to Automation → Triggers.
Set up a trigger like:
- “When a form is submitted”
- “When a tag is added”
- “When pipeline stage changes”
Action: Add to Campaign → [choose your campaign]

🔹 Step 7: Monitor Performance

Back in the Campaigns list, click the Stats icon 📊 next to your campaign.
You’ll see:
- How many contacts are in it
- Delivery rates
- Open rates (for emails)
- Response rates (for SMS/emails)

👀 Click on a contact’s name to see individual campaign history.

🔹 Tips for Success

Use “Stop on Response” to prevent over-messaging after someone replies.
Test your campaign by adding yourself as a contact.
For more complex flows, consider Workflows, which offer more logic and branching.

🚀 Getting Started with Campaigns

1. Access Campaign Builder

Go to Marketing > Campaigns in your dashboard.

2. Organize with Folders (Optional)

Create a new folder to keep campaigns organized by type, offer, or use-case.

3. Create a New Campaign

Click the blue “+ Campaign” button to start building a new campaign.
Name your campaign (e.g., "Campaign #2") and click Save.

4. Understand Campaign Draft vs. Published

New campaigns are saved in draft mode.
Campaigns must be published before they will run—important for testing!

5. Avoid Mistakes When Copying Campaigns

When you copy a campaign, adds "Copy" to the name but keeps you in the original campaign view.
Go back to the main campaign screen and select the copied version to avoid editing the live one by mistake.

⚙️ Campaign Configuration Settings

6. Set Time Window (Optional)

Enable this to allow campaigns to run only during specific times.
Choose between:
- If – Only start the campaign if within the time window.
- When – Wait until the window is active, then start.

7. Assign Users

Add users for contact assignment.
If multiple users are added, it assigns them in a round-robin fashion.

8. Set Next Campaign (Optional)

Automatically funnel contacts into another campaign after this one ends.

9. Set From Name and Email (Optional)

Customize who the emails appear to come from.

10. Add Value and Tags (Optional)

Assign a lead value (e.g., $100) for reporting.
Add tags for segmentation or automation purposes.

11. Allow Multiple Entries

Toggle on if the same contact can go through this campaign more than once (e.g., for rescheduled appointments).

12. Stop on Response

Toggle on if the campaign should stop when someone replies (ideal for nurture campaigns).

13. Event Start Date (Optional)

Set this for campaigns tied to a specific event time (e.g., webinars).
Leave blank to base timing on individual appointment times.

🧱 Building Campaign Events (Steps)

14. Add an Event

Choose from:

SMS
Email
Call
Voicemail Drop
Facebook Messenger
Wait
Manual SMS/Call/Task
Webhook

15. Using the SMS Builder

Add message content, include custom values (e.g., {{contact.first_name}}).
Include images via file attachment or URL.
Always send a test message before going live.

16. Using the Email Builder

Add a subject and email content.
Drag & drop images, link to videos, and use custom fields.
You can track clicks using trigger links.
Test emails before launching.

17. Add Wait Times Between Steps

Use after, before, or custom time:
- After – wait X minutes/hours/days from the last event.
- Before – send messages X minutes/hours/days before an event (e.g., appointment).
- Custom Time – schedule actions for specific times (e.g., 9 AM only on weekdays).

18. Use Weights for Varied Send Times

Break up time blocks so messages don’t send at the exact same time each day.
Helps improve deliverability and engagement.

🔁 Manual Actions & Tasks

19. Add Manual Actions

Use manual SMS/calls/tasks for follow-ups you want a team member to do manually.
These show up in the Tasks/Manual Actions tab.

20. Use Add Task for Reminders

Great for internal to-do reminders that aren’t necessarily calls or texts.

🔄 Best Practices for Specific Campaign Types

21. Appointment Confirmation/Reminder Campaign

Toggle ON:
- Allow Multiple
- Do NOT Stop on Response
Include:
- Immediate confirmation email
- 24-hour reminder (SMS/email)
- 30-minute reminder (SMS/email)
- Post-appointment follow-up (e.g., 60 minutes after)

✅ Finishing Up

22. Save Each Step

Always click Save after making changes.
Unsaved changes can be lost if you navigate away.

23. Publish the Campaign

Go back to the top of your campaign and hit Publish when you’re ready to test or launch it live.

24. Test Before Going Live

Add yourself as a contact and manually run through the campaign to test all messages and timing.

Video Transcription:

This video is going to be an overview of the campaign builder. So under the marketing, you'll go to campaigns and you'll see here you have the option. To create a new folder that's just for organization purposes. Maybe you're running multiple different, uh, types of campaigns, and you want to keep them organized like that. Or maybe based on different offers. Really, however, you want to organize it, and then you can go ahead and create a campaign with this blue button. And really, campaigns are the automated sequence is that your leads or customers are going to get so whether that's on the nurture side or the fulfilment side, once they become a customer, you'll probably have both. So what kind of walk through how to create a campaign, what you're normally going to see in a campaign, how all those kind of integrates together and really everything you know to kind of start creating your need to notice? Start creating your first campaign. So we'll call this campaign number two and, ah, we'll go ahead and save that you see, right now it isn't draft mode. Doesn't matter. If somebody ends up in this campaign, it will not run until it's published. So whether it trigger is putting them there or you're adding them manually to this campaign, it will not run until published. This has been a source of frustration as you try to test your campaign and, uh, you know, after running it through five times, you realize that nothing's going out because you have not published it. So you got to publish it there. Um, it'll say at least one event is required. So once we had an event will make sure that we publish it. That something, just to make sure that you do after you, uh, kind of add your last event and you're ready to test it, you can publish it then or you could even publish it during the campaign creation stage. You have also the ability to copy a campaign here. You copy, It's It will automatically add the word copy onto the end of one thing to notice is that if you do go through with copying campaign, it will leave you in the current campaign. It'll come back to this screen, so if you think that you're in the copy and you start editing stuff, you're actually editing the original campaign. And if you've already got people running through that campaign, that could really mess things up. So make sure that when you copy, you go back to the main screen on you select the copy campaign to do any changes there. You're not actually doing it in the live campaign, So, um, we'll go back to creating that campaign. We never but in a vent in. So it didn't create anything. So this is demo Campaign number two. It's a there, and ah, you can add in events. But first thing, we're gonna talk about his campaign configuration, so these of the overall settings for your campaign order's gonna walk through each one so you'll see this first toggle for window and window really means time window. So if you want this campaign to start during a certain time or only run during a certain time, you can do that through the window here. A lot of times, this is too general to apply on well, actually want to use time windows for specific steps. So most of the time I see this left off. However, if you do in a campaign that you want to turn it on for? You can do that. So how this works, you've got two options here if and when? If is basically if the if, the campaign you're gonna start this campaign if the current time falls in this window. So if you're saying I only want this campaign to run between any day between eight and four, if somebody was to show up into this campaign and it wasn't during this time, they would move on to the next campaign and you can set your next campaign here. Um, I don't find if feature used very often as compared to the wind. The wind feature just says, like we're gonna wait until this current time. So let's say somebody is an opt in campaign and you're texting somebody that just often enter your emailing somebody that just opted in and they hopped in it, too, am cause they're scrolling Facebook at 2 a.m. If you don't want to text them or email them at 2 a.m. What you could do is have this on and says started this campaign. If the current time falls in this window or else wait until the next window to start the campaign. So somebody ops in at 2 a.m. It's gonna wait until 8 a.m. that next day to really that same day. If they're too am to, start the campaign. So I find that used much more often than if and, uh, But again, as we'll see, you can actually embed this into each individual step, which a lot of times is more helpful than having a blanket campaign setting users. You can add users here. We talked about that in a different settings video. How to add Add men's and users. Right now we have Joe Rouleau as our user. If you have multiple users, so how campaign works. If somebody will enter into it, they'll get assigned a user. In this case, everybody would get assigned joe. Rouleau Jonah Rouleau would see all the people that have gone through this campaign as his contacts as his leads. If you have more than one user, the system will assign it on a round robin basis. So let's say I had Joe and Jim Gorilla, the first person that come into this campaign would go to Joe. The next person would go to gym. The next person would go to Joe and then back to Jim and so on and so forth. If you have, um, user's set up for, let's, Say, another campaign. So let's say this one is a ah lead campaign, and Joe is focused on nurturing these folks into booking appointments. When you do, you're booked appointment campaign. So somebody books an appointment and let's say it puts him into a reminder and confirmation campaign, and you have a different user there. The system will reassign that contact to the new user. So any time that you have a user selected here, it will get reassigned to whoever the person or people are, even if they have a previous user. If you leave it blank, they will either stick with their the user that they had previously. So if Joe was already had already been assigned to a contact and they came through this campaign and there was no user, they'd stay with Joe. If they've never been assigned a contact, then they'll continue to not be. They've never been assigned a user. They'll continue to never have been assigned a user. If there's nobody here next campaign, if you want them to finish this campaign and then automatically go into something else. You could do that. Ah, lot of times this is left blank as triggers are a more accurate way of determining which campaigns folks should be entering into based on their actions, not just based on finishing a campaign, Although this can be useful. If you want your e mails to come from a specific person and name, you could put till you put Joe the demo account, General. Oh, um, that is what you could do here to ensure that it's coming from that email address and that name. Um and, uh, the other thing you could do to ensure that is to ensure that they have a user. And then that user has there, uh, you know, email, address and name set up. So those were both options there. You can also leave it blank. And it'll just fire from your your default SMTP provider, which we talk about in the settings video. If you want to add value to the lead because they came into this campaign, you could do that. Here s if you want to add 100 bucks 1000 bucks, 5000 bucks, whatever, Whatever you want on. But if you want to add any tags because you're sorting your contacts by tags or you want a specific trigger to fire when the tag is added, you could do that here. The next two toggles are really, really important for your campaign to work correctly. First is allow multiple. That's basically saying, if this campaign has already been run for a specific contact, should we let it run for them again? Let's say Ah, good example of this and why I would leave it on for this type of campaign is an appointment, confirmation and reminder. Let's say that you have somebody that books and appointments and they go through this campaign and then they know show where they cancel or reschedule and they book a new appointment. You want them to get this for the new appointment? You want them to get the confirmations and the reminders again. However, if you've put somebody into kind of a nurture appointment and they, um, you know, have made it through that entire thing or and you know you, uh, they get somehow added back to it, you don't necessarily want to add them back to the same nurture campaign or something along those lines where you don't want them getting the same amount of the same type of communication twice. So, um, if you don't want them to be able to go through the campaign twice, turn it off. If you do want them to be able to go through the campaign more than once, I turn it on. Stop on response eyes. Get a work. Similarly, in terms of what campaigns, you'll want it for him. What campaigns you won't AH, lot of times if you're running kind of like a nurture campaign, trying to get somebody to become a lead or like a warm lead or trying to get them to booking appointments if they respond, Ah, lot of times you'll want to step in and answer that. I'm not gonna just want to continue to remind them about booking an appointment. If they said yes, I want to book an appointment, so you want the campaign to stop on response. You don't want them to continue to go through that nurture seat sequence. Whoever if you are doing well, use appointment confirmations and reminders again. If you are doing that side of things in this campaign. Uh, if they if you remind him two days beforehand and you say, Hey, your appointment's all set for, you know, blanking blank time in two days, looking for a chat, and then and they're like, yeah, looking for two chatting. And you if it stops and they don't get your one day and your two hour reminder, they could forget, and they could totally no show on you. Um, and so that might be an example of a campaign where you don't. I wanted to be stopped on response. You do want the campaign to finish through all of its steps, regardless of whether they respond. We're not, um, and then event start dates. This is specifically if you're maybe, let's say you're running a webinar at a specific time. You could set that to be, you know, whatever. April 20th at 6:45 p.m. And now for this is gonna be specifically for actions where we choose the before option, and we're about to go. We're about to talk through that, um, the before. So if you want to send something before this event like a 24 hour reminder, a two day reminder it will all work off of this event time. If it's left blank, it will work off any appointment time if there is one. So if they're booking specific appointments, you don't want to put anything in here. If it's everybody's booking for the same events, then you can put in an event start, date time and everybody will get their appropriate reminders based off of that. Make sure for any changes that you hit save because you go in here and you could change things and then you could go down to add events and it won't save. So make sure you hit. Save that all happens. Let's talk through the different events that we can do in our campaigns. So just briefly, SMS is a text message. Messenger is Facebook Messenger. Email is obviously email. A call is a call that will automatically go through to your business line or your cell phone. Whatever number you set up, it will tell you whatever prompt that you've given it like, Hey, this is part of this campaign. You are now calling this person, and it will have you press a button and it will connect you through to that person. Um, that's an automatic call that comes to your line and then connects you to the person who's at that step in the campaign. The next is a voicemail drop, so you can record a pre recorded voice mail just a and quick, you know, 10 to 15 2nd voicemail, and you can automatically drop that into the campaigns. Voicemail so they're the ones calling you back. You can do a wait, which allows you to wait a specific amount of time in between actions. Um, you can see that there, you'll see that there's two ways to do this, and one of them has a significant advantage advantage over the other. We'll talk about that in just a second. Then you have a manual SMS and Manuel call, which will show up in your tasks. Manual tasks section down under contacts Then, if you know what a Web hook is that you can do Web hooks through campaigns, though, I highly recommend doing them through triggers. And then you can add a task which will also show up in your manual actions on. And so this is just these air, just reminders to do these things. So it's a reminder to SMS is a reminder to call or it's a reminder to whatever you want. If you're doing ad task on, then you can go down and check those and knock those out on your own time. So they're different than the automated calls and SMS is that are gonna happen. So if we go to the SMS builder here, you'll see composed SMS you can title it so you know, let's call it lead nurture number one. And you can say, you know, you can type out your text message and you can see how it's going to look in Ah, phone and, um, over here, although you're always gonna want to test it, don't trust this. Sometimes, you know it's not gonna necessarily show up properly here, so make sure that you send a test to yourself or run yourself through the campaign before you send it to anybody else. But just like we've talked about in other videos, you have the opportunity in both S M s and e mails here to use custom values, custom fields and trigger links. So, um, we just do a brief walk through so contact this is all information related to the contact. So this is a a dynamic field that will allow their first name to populate their email, their phone, whatever it is that you want. And then if you created any custom fields, you can access them through contact all the way down with the bottom here. And if they've answered certain questions or if they've been populated for certain custom fields, you can pull in that information there. One thing that that works really well with is if you're running multiple offers, you can create a custom field called offer. Have that be in your form for those specific offers, and then you know exactly what offer, you know. So thanks for signing up for our, you know, whatever 21 day challenge. Um, you can have that populate There s o That's everything. So we could do Hey, first name. I just saw you signed up for the webinar. Can't wait to see you inside. Here's a quick video to get you started. So, um like I said, that's that's custom values. You can also do custom values based on user. So, you know, if you're typing and email and you want to say from? You know, whoever from Joe, you can do the user first name. So as long as they've been assigned a user that first name will populates your phone. You can. If you will watch settings video, you could do a signature that might have all that information in its calendar length. You can do any of that stuff for the user as long as that's been applied to the user. One thing to note is that users do not have custom fields. And so if you do want a custom field for a custom value for a user, one little work around as you can go to the user settings and instead of having a signature, if there's a certain link that you want in there or something along those lines, you can post it in the signature and kind of use the signature as a custom value work around appointments. You've got pretty self explanatory here. All your start dates and dates. Time zone cancellation link rescheduling on any kind of add to calendar links. You got your calendar name that's specific to the user. You've got the campaign event date in time. If you need that? So we talked about how you sent that event date or that event time We're both message is probably gonna be used more and triggers, and it's gonna be used here. But if there's a, message body that needs to be included, you can do that there and then account. This is your business information. You can do all of that. Owner first name, last name, all of that stuff. And then right now, it will automatically populate at the time it is sending on. And so if you wanted to say, um, you know, just sending this to you on blank day, Uh, you could do that. You say just ended the story on the 26th. It'll automatically populate whatever day it sends whatever time it sends all of that number for, ah, images on text message. You can either attached a file or add a file through URL So, for example, we will, um, let's say we want to I'll just look up something random over here on, um, so you can just pull in Ah, Google image. You can host stuff within high level, and, um, we'll just pull in a random. So I'm just copying the link address for a random picture of penguins. Add that in. You can see that. That's added there. Obviously, when you send the test to your number, you'll be able to see it. It's never gonna populate here. Um, so if you want to send a photo, if you wanted to send a video, what you're gonna have to do is, um, is that gonna be easier and email? So, um, you're you could do it through ah, trigger link. So if you've got a video link trigger link and we talked about that in a different video, you could do that there, and that's gonna populate that right there. So that's your video. So that is you also attached a file. So if you just had a PNG photo or something that you wanted to use there, you could attach that file always tested to make sure it's coming out. How you want it to come out there? That's the SMS builder. You can see here that I didn't save it. So there's nothing, so I got to make sure you save it always, um, or else you're gonna end up doing a lot of work and then not having anything to show for it. So let's go to email. You'll see email builder. Here you The top line is the name of the email. The bottom line is the subject. And then if you've created any templates over the settings, you can pull that template here so he can responses that you have or wants. You could pull those in there. You do the same thing with custom values. So, you know Hey, contact first name, um, you know, excited to meet you to you. Ads, appointments, start date time. Um, check out this video to get ready. So one thing that I find is really, really helpful is you can do a couple of different things to embed videos in and images in. So, um, you know, if you ah, you can take a screenshot of a video that you have whether you're hosting it in video or YouTube, whatever it is, you can pull it. And I'm just gonna pull in a, uh I mean, here I literally just clicked and dragged. Um, and then you can, uh, you can see here is where it's stored now, and that's your link for storage. So if you want to create a trigger link based on this image, you do that you can Also, I found about 3 20 on and it's three of five is what's gonna fit best on normal mobile phones. And so you can see that, uh, that here, let's say that you wanted to the link this to a video or maybe this was a screenshot of a video. You could come in here and you could add the link of the video so that when somebody clicks it, it takes the motor over to YouTube video, Uh, wherever you want. You can also create this to be a trigger link. You'll go to the trigger link settings and you'll add that video you are Ln there. And that way you could even set up a trigger so that any time somebody clicks the video, uh, as a tag to them like video and clicked, and you know exactly who opened your e mail and click your video because it has added that tag to them. So there's a lot you can do here. Um and, ah, lot of value value. Add if you do want to just link something. You can hit that there, and then you can type in here. Well, obviously you wanted to go somewhere a little bit more specific than you two. Seems to be an external link. Sure. Um, so now you can see that that is a link. You can come in here, and you just, uh you can delete it out and okay. And it'll on link it. So those are your options. And like I said, this is how you do it for the, uh they'll probably give me that http again. Yep. So that's how you do it for an image. Um, and that's how you can do it. Obviously, if you're doing an image of a video, you're gonna want that play button highlighted in the screen shots. That's kind of your work around for getting easy videos into your email builder there. So we'll, uh, save that here, and you can test it down. They're gonna do a two from on. And so you could test out that specific one. Obviously, if you're making a big campaign with multiple multiple steps, e mails, texts, etcetera, it's probably gonna be easiest to just run yourself through it once it's done and figure out what needs to be fixed. Um, that's s m s and e mail. Um, well, just throw in a quick SMS to highlight something here. All right? Um, she can see that's how we add steps. So now we've got two steps in the campaign, but you can also see that they both say zero minutes. In other words, what's gonna happen here is somebody's gonna get out of the campaign. They're gonna wait zero minutes in this box. They're gonna get pushed here, and they're gonna immediately get this e mail. Then they're gonna wait zero minutes here and immediately get this text. They're gonna get it right at the same time. Sometimes you don't want to do that. You're gonna want time in between your steps. Um and you can do that here so you can send after a certain amount of minutes, hours or days. So it's gonna wait in this box for let's say we did 30 minutes. So somebody gets added this campaign. First thing they're gonna do is wait 30 minutes here, and then they're gonna get this email, and then let's say we wanted to fall up two days later. It's gonna wait two days here, and that's gonna send this text. So that's how the after work. So you can see that there's other options immediately means it is going to do this immediately. That's actually gonna override. If you have this window button opened here, it's gonna override. That is going to send it immediately. I find immediately to be very rarely used. Um, it will walk through how to kind of set a window for each step here in just a second. The other thing that is great is before. And so this is gonna be based off of like I talked about the event date events, start date time or the appointment time that they booked. So let's say you want to do's reminder two days before they booked, and then reminder 30 minutes before their appointment. And then let's say you want to send a follow up text after your appointment. A name great chatting with you. Can't wait for what is next. So these air, you could do it after, let's say, 60 minutes. So, um, this is going to send 60 minutes after this sentence. So if this is 30 minutes before then. They have their appointment, so they have their appointment in 30 minutes. Here. This is going to send 30 minutes after they have the appointment. So if your appointment is longer than 30 minutes, maybe you want to say 90 or even 120 minutes to ensure that your appointment has ended before you send that. Um so that's, uh, that's how that works. We can walk through at the end of this will walk through like a specific confirmation and reminder campaign thing and just get a little confusing. But in general, each step runs after in relation to the one before it. So if we said the minute they jump into a campaign, they, uh it's gonna happen immediately, then it's gonna wait 30 minutes from this, not from when they came into the campaign, although in this case it's the same thing, and then it's going to send. And then it's gonna wait 120 minutes after this has sent to send this. So they're all in relation to the step above them. And that's really, really important when we get to weights and we'll get there soon. So that's how steps work. If you want to send at a specific time for a step, you can hit custom time and that we've got that. If twin exact, we've talked about if and when exact is it will send exactly at a specific time. So instead of you know, if it falls within this window, will send it or when it gets to this window will send it. It sends exactly, in this case at 9 a.m. Any of these days. And so that means if it's on this step, it's gonna wait until 9 a.m. So if I got this step at 1 p.m. On a Tuesday, it's gonna wait till 9 a.m. on a Wednesday to stand this step, and then he's gonna move on to the next step. So that's how that works. And you can do that for any of the steps, and that allows you to kind of have some control over when he's go out, and that you make sure that they're not going out of an inappropriate time like two in the morning. Um, that's those. If we go down here to add an event and you'll notice also, you can click and drag so you can reorient these. Now, this is sending 120 minutes after the first step, and this is sending 30 minutes after the second step. So at events that we've gone through SMS Facebook Messenger's face just Facebook messenger so email builder call. We talked about a little bit in another video so you can check that out their voice mail drop. You're literally just adding in your, um, your voicemail snippet. And then you have a campaign. We're it can, uh, you could do a call ahead of time like you do a call and then a voice mails if they don't answer it drops the voicemail, Um, and then wait is something that I think it provides a lot of value for a long term nurture campaign and we'll show you, I'll show you. Why here? So let's wait two days we can send on any day and then we can resume. Let's say 11. 54 a. M. So let's let's put it here. Um, So what this allows you to do is, um let's say that you have a nurture campaign where you're just saying I'm touching base with the person every other day. There's a good chance that you are gonna reach different people at different times because they have different lives and different habits and different schedules. So if you start something at zero minutes and then you just wait. So let's say instead of 120 minutes, this was two days. So let's say they opted in at 9 a.m. They immediately get this e mail two days later at 9 a.m. Exactly. They are going to get a text message. Now, let's say you had text messages for the next 20 days in 10 more of these events and there were two days apart. It would be 9 a.m. Every single time. Um, so what is really, really helpful is to throw in. So you got two options. T ensure that you don't send at the same time every day. Decibels. So now you know you are sending it 12 hours later. This is a little harder to track because you know you're gonna have to get pretty nit picky with your decimals and figure out when that's actually sending. Um, the other way to do it is to throw weights in between, um, so if you have an email going out, then it's gonna wait two days, and it's gonna resume at 11:54 a.m. So basically, you can just instead of guessing with your decimals and haven't do some mental math there, you can just throw this weight in and ensure that you know exactly what time it is. Going out at this is also really helpful because it will standardize your campaigns. And so, um, we talked about this. You can. You can send campaigns based on your company's time zone. Or you can send campaigns based on the contacts time zone that something that you could do in settings. And you can watch that video to check that out. So if you are doing it through, uh, your time zone, this is a great way to standardize so that you can see all of your responses come in around the same time. So you know that after folks have entered into your campaign, you know, on 11 54 there's gonna be a handful of folks getting a text, and if you have multiple waits going on, you know you can look at all of them and say OK, great, I've said it so that at 10 AM I know you know the day one people are getting this text. I know that at 12 p.m. The day two people are getting this text. I know that 2 p.m. The day three people are getting this text so that if you want to jump in and see those responses or be able to reply to quick people quickly and keep them in conversation, you could do that through the the weights. That's a great way to make sure that you're sending it at different times. Going down through the last year, you've got manual SMS and manual call. That's just gonna add a task to the user. Those were really straightforward. And there's nothing that's automatedly gonna happen other than it's gonna add a task so that when you go into your manual actions, you're gonna see Okay, these are all the things that I need to do today. This is where these people are at in their campaigns. Uhm talked about webhook already And we talked about add task already. So, um, real quick, I'm gonna run through what best practices for a confirmation and appointment reminder campaign. So we're gonna make sure first, that it is not stop on response. And, uh, we are gonna allow multiple. We're gonna make sure we don't have an event start dates, and we're probably gonna want to make sure that we have a user. If they don't already, I'm gonna save those that way. We know. Ah, specific user is responsible for these people that have booked appointments. If they respond, they're still gonna get the rest of their confirmations. And if they reschedule, they are going to get this campaign again. Um, so the first thing we'll do is usually is a confirmation. So we'll have this will call this our confirmation email. We can go in and edit. It's, um it already looks like it's a confirmation. So let's call it it's important to note that the calendar itself does not have settings to send an automated email to somebody booking appointments. So this is where you will need to have their confirmation created, so you can, uh, see all of that and save that now, if you, uh we're gonna remove this wait. And this is where we'll start to do that before, So this is gonna happen immediately. And then the before s o the after really relates to when they came into the appointment. If he after his first before, is that gonna relate to the appointment time? So let's say we want to do a 24 hour reminder. It's a Hey, contact first name. I got you down for tomorrow. That's that. We can call it. And what's nice is you can do a mix of texts and emails. Really, You could do attacks in an email for both, um, so I could create another email here. That's one day, you know, whatever. Whatever you want. Um, a lot of times with that kind of that last minute reminder having both works really well. So, um, we'll do our something along those lines. Um, that's our 30 minute text confirmation, and you can obviously title these whatever you want. It's really whatever keeps it organized for you. We'll make sure that it's sense to set to before again The before is gonna run based off of the appointment time. It's not necessarily in relation to the event Above it, like the after's, are And then, if you wanted to add a 30 minutes before email, you could do that there as well. So you can split these. You could do a confirmation in its own, and then you could do the reminders in its own. But having them all in one works just as well and ensures that they kind of get everything. And yet you didn't have one less trigger. To set that all up. That's everything for campaigns. They really integrate with a lot of different pieces of the software. So make sure that you're watching through all the videos to get a good understanding of how your triggers and trigger links work, how you can incorporate forms and funnels and all of that stuff to make sure that people are entering into the right campaigns. And moving through your system exactly how you want