How to Create Recurring Events

What are Recurring Events?

Recurring events allow you to send messages, run bots, or start a drip campaign on a schedule you set – daily, weekly, monthly, or custom. This feature is great for things like weekly check-ins with your team, an invitation to a weekly webinar or training, a reminder for customers to take advantage of a recurring monthly promotion, and more. 

Set up a Recurring Event

Recurring events can only be created on desktop and tablets. 

Step 1: Create a Recurring Event

• Click on Automations in the left navigation to show a drop down menu
• Click Recurring
• Click the blue + button at the top left of the screen

• 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.

Step 2: Select Action

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.

Step 3: Select Service

Decide which services you want your messages to send from. Services include:

• Shout-to-Shout (S2S)
• Facebook
• Customer Service number
• Marketing 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.

Step 4: 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.

Step 5: Assign Contacts/Groups

Choose whether to Assign to Contacts or Groups. Be sure to click Save.

• 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