Vital CRM
How do I create a recurring marketing script?

1. Go to [Marketing script] tab, then click [Add].
2. Enter script name in the pop out window to continue.
3. The script will now use the name that you input. Depending on your needs, you can choose [Add Email], [Add SMS], [Add Task] or [Share Data with].



4. The following will explain each of the options: [Add Email] and [Add SMS]
(1) Add Email: System will send emails at pre-set times.

*You must set up your email marketing script first and save as template.



*The [Send Time] setting is different from marketing script. It can be set to be sent within a few days after the activation of the contact script. This feature is used for sending in large batches.


(2) Add SMS: System will send the marketing SMS according to your sending schedule.

*You must set up your SMS marketing script first and save as template.



*When sending time is same as email, you can choose [Send Now] or [Send in a few days].


5. Set the schedule as shown in the following figure and save when done to make sure it applies to the customer.

[Marketing script > Add > input script > Save]
https://faq.vitalyun.com/EN/CRM#4007
How do I apply an activated marketing script to a newly added customer?
Vital CRM版本 3
How do I modify a terminated marketing script?
Vital CRM版本 2
Marketing script (template): User Guide
Vital CRM版本 3
In the "add email" of the Marketing script, if I fill in a custom recipient, will it affect the object to which the script is applied?
Vital CRM版本 2
What is the difference between of "Save", "Save and Activate", and "Save as Template" in the Marketing Script?
Vital CRM版本 2
How can I delete a marketing script?
Vital CRM版本 2
How do I edit marketing script?
Vital CRM版本 2
Can marketing scripts be programmed to apply or remove tags at specified times?
Vital CRM版本 2
How do I apply marketing scripts to a large number of customers?
Vital CRM版本 4
How do I script tasks and give reminders to specific employees?
Vital CRM版本 3