目錄

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.

來源連結:

https://vital-faq.azurewebsites.net/CRM/4007

https://support.vitalyun.com/en/vital-crm/faq?view=article&id=4976:how-do-i-create-a-recurring-marketing-script&catid=28
[Marketing script > Add > input script > Save]
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