--- title: Using Scheduled Manual Texts to Nurture Leads and Save Time Daily description: Schedule a one-to-one text in Sierra Interactive to send at a future date and time, without opt-out language. This helps you follow up in the moment, then deliver it later when it will land best. image: https://www.sierrainteractive.com/wp-content/uploads/2022/07/Website-Preview-V2A.jpg --- [Skip to content](https://help.sierrainteractive.com/helpcenter/using-scheduled-manual-texts-to-nurture-leads-and-save-time-daily#main-content) [Contact Support](https://help.sierrainteractive.com/helpcenter/kb-tickets/new?hsLang=en) [![Sierra Interactive logo](https://help.sierrainteractive.com/hs-fs/hubfs/sierra%20interactive%20logo.png?width=250&height=34&name=sierra%20interactive%20logo.png)](https://help.sierrainteractive.com/helpcenter?hsLang=en) - [Sierra CRM Login](https://client.sierrainteractivedev.com/login.aspx?sn=sierrainteractive.com) - [Sierra Support](https://share.hsforms.com/1-PkIvKPkRJ2Oe4iP28LPugcrxj0?__hstc=240356316.ca34a03f98730f420ad639300528f2a2.1764955183725.1783970890126.1783975123568.351&__hssc=240356316.31.1783975123568&__hsfp=3cbed2008eb4c720102b6f72b9dd6767) - [Training & Learning](https://info.sierrainteractive.com/live-training-learning-opportunities) Show submenu for Training & Learning - [Sierra Academy](https://info.sierrainteractive.com/sierra-academy) - [Live Training Sessions](https://help.sierrainteractive.com/helpcenter/join-live-training-sessions-explore-sierra-learning-resources) Show submenu for Live Training Sessions - [Tuesdays 11AM ET](https://us02web.zoom.us/j/81520282538) - [Wednesdays 1:30PM ET](https://us02web.zoom.us/j/84246589732) - [Fridays 3PM ET](https://us02web.zoom.us/j/86964951435) - [Sierra YouTube Channel](https://www.youtube.com/@sierrainteractive/featured) - [Sierra Facebook Mastermind](https://www.facebook.com/groups/sierrainteractive) - [Referral Dashboard](https://www.sierrainteractive.com/customer-referral-dashboard/) - [Operations & Closures](https://info.sierrainteractive.com/sierra-interactive-observed-holidays) - [System Status](https://status.sierrainteractive.com/) Open main navigation Close main navigation - [Sierra CRM Login](https://client.sierrainteractivedev.com/login.aspx?sn=sierrainteractive.com) - [Sierra Support](https://share.hsforms.com/1-PkIvKPkRJ2Oe4iP28LPugcrxj0?__hstc=240356316.ca34a03f98730f420ad639300528f2a2.1764955183725.1783970890126.1783975123568.351&__hssc=240356316.31.1783975123568&__hsfp=3cbed2008eb4c720102b6f72b9dd6767) - [Training & Learning](https://info.sierrainteractive.com/live-training-learning-opportunities) Show submenu for Training & Learning - [Sierra Academy](https://info.sierrainteractive.com/sierra-academy) - [Live Training Sessions](https://help.sierrainteractive.com/helpcenter/join-live-training-sessions-explore-sierra-learning-resources) Show submenu for Live Training Sessions - [Tuesdays 11AM ET](https://us02web.zoom.us/j/81520282538) - [Wednesdays 1:30PM ET](https://us02web.zoom.us/j/84246589732) - [Fridays 3PM ET](https://us02web.zoom.us/j/86964951435) - [Sierra YouTube Channel](https://www.youtube.com/@sierrainteractive/featured) - [Sierra Facebook Mastermind](https://www.facebook.com/groups/sierrainteractive) - [Referral Dashboard](https://www.sierrainteractive.com/customer-referral-dashboard/) - [Operations & Closures](https://info.sierrainteractive.com/sierra-interactive-observed-holidays) - [System Status](https://status.sierrainteractive.com/) - [Contact Support](https://help.sierrainteractive.com/helpcenter/kb-tickets/new) Search Help Center - There are no suggestions because the search field is empty. 1. [Help Center](https://help.sierrainteractive.com/helpcenter?hsLang=en) 2. [Lead Management](https://help.sierrainteractive.com/helpcenter/lead-management?hsLang=en) 3. [Calling & Dialer Tools](https://help.sierrainteractive.com/helpcenter/lead-management?hsLang=en#calling-dialer-tools) September 14, 2026 # Using Scheduled Manual Texts to Nurture Leads and Save Time Daily ## Queue personalized 1:1 text messages in Sierra Interactive to send at the perfect time, ensuring consistent and timely lead follow-up without being tied to your phone. ### Table of Contents 1. [Why This Feature Matters](https://help.sierrainteractive.com/helpcenter/using-scheduled-manual-texts-to-nurture-leads-and-save-time-daily#why) 2. [How to Schedule a Text](https://help.sierrainteractive.com/helpcenter/using-scheduled-manual-texts-to-nurture-leads-and-save-time-daily#how) 3. [How to View or Cancel a Scheduled Text](https://help.sierrainteractive.com/helpcenter/using-scheduled-manual-texts-to-nurture-leads-and-save-time-daily#how-to-view) 4. [Best Practices for Scheduled Texts](https://help.sierrainteractive.com/helpcenter/using-scheduled-manual-texts-to-nurture-leads-and-save-time-daily#best) 5. [Troubleshooting Common Issues](https://help.sierrainteractive.com/helpcenter/using-scheduled-manual-texts-to-nurture-leads-and-save-time-daily#trouble) 6. [FAQ](https://help.sierrainteractive.com/helpcenter/using-scheduled-manual-texts-to-nurture-leads-and-save-time-daily#faq) --- ### Why This Feature Matters As a busy agent, you can't always send a follow-up text at the exact right moment. You might finish a call late at night or want to check in with a lead after a showing tomorrow, but you risk forgetting or getting pulled into another task. Before, your only option was to set a reminder and hope you had time to act on it later. Scheduled Manual Texts solves this by letting you "set it and forget it." By queuing up a message in advance, you ensure every follow-up is sent exactly when it will have the most impact, helping you nurture more leads with less effort. - **Post-Call Follow-Up:** After a great evening phone call, schedule a text for 9:15 AM the next morning to say, "Great chatting with you last night! As promised, here is the link to the market report..." - **Post-Showing Check-In:** You just finished a showing. Schedule a text to go out two hours later: "Hope you're having a great afternoon! What were your initial thoughts on the home we saw earlier?" - **Relationship Building:** Schedule a text for a lead's birthday or the one-year anniversary of their home purchase to stay top-of-mind. Scheduled Manual Texts **do not require opt-out language** because they are manual and not automated. You must still: - Respect any prior opt-out from the lead. - Send during reasonable hours for the lead’s local time. 📃 [Ensure Compliance with Text Messaging Regulations Using Sierra](https://help.sierrainteractive.com/helpcenter/ensure-compliance-with-text-messaging-regulations-using-sierra?hsLang=en) [Back to the top](https://help.sierrainteractive.com/helpcenter/using-scheduled-manual-texts-to-nurture-leads-and-save-time-daily#table) --- ### How to Schedule a Text 💡Requires the [Sierra Dialer](https://help.sierrainteractive.com/helpcenter/how-to-complete-the-dialer-business-profile-to-enable-texting-in-sierra?hsLang=en) to be enabled on your account. 1. Navigate to the lead you want to message and open their profile. 2. Click the **Text** button to open the message window, just as you normally would. 3. Compose your personalized message in the text field. 4. Instead of hitting send, click the **Schedule Text** button located below the message box. ![sheduled text](https://help.sierrainteractive.com/hs-fs/hubfs/sheduled%20text.png?width=543&height=436&name=sheduled%20text.png) 5. Use the date and time pickers to choose exactly when you want the message to be delivered. The system defaults to 10:00 AM the next day, but you can customize it to fit your strategy. 6. Click **Save** to confirm. If the lead has an active Action Plan, the system will show you a warning. You can review it and still choose to proceed. That's it! Your message is now queued. [Back to the top](https://help.sierrainteractive.com/helpcenter/using-scheduled-manual-texts-to-nurture-leads-and-save-time-daily#table) ### How to View or Cancel a Scheduled Text If your plans change or you want to write a different message, you can easily cancel a scheduled text. 1. From the lead's profile, navigate to their **Communication History**.![scheduled text 2](https://help.sierrainteractive.com/hs-fs/hubfs/scheduled%20text%202.png?width=522&height=230&name=scheduled%20text%202.png) 2. Find the message, which will be labeled "Scheduled Text Message" with a "Scheduled" status. 3. Click the three-dot menu icon (•••) on the right side of that message entry. 4. Select **Cancel Scheduled Text** from the dropdown menu. ![scheduled text 3](https://help.sierrainteractive.com/hs-fs/hubfs/scheduled%20text%203.png?width=517&height=171&name=scheduled%20text%203.png) 5. A confirmation window will appear. Click **Yes** to permanently cancel the text. The message will remain in the history but will not be sent. [Back to the top](https://help.sierrainteractive.com/helpcenter/using-scheduled-manual-texts-to-nurture-leads-and-save-time-daily#table) ### Best Practices for Scheduled Texts - **Plan Your One Key Touchpoint:** You can only have one scheduled text per lead at a time. Use it for the most important follow-up, like after a showing or a significant phone call, to ensure that critical touchpoint never gets missed. - **Respect Business Hours:** If you're working late, schedule your messages to arrive during normal business hours (e.g., between 9 AM and 5 PM). This respects your client's time and makes your communication feel more professional. - **Review Before You Reschedule:** You can't edit a scheduled text. If you need to make a change, it's best to cancel the existing message and create a new one. Always give it a quick proofread before you hit save. - **Use in Tandem with Action Plans:** If a lead is on an Action Plan, you'll see a warning before scheduling a text. This is a helpful reminder to ensure your scheduled message complements, rather than conflicts with, any automated outreach. [Back to the top](https://help.sierrainteractive.com/helpcenter/using-scheduled-manual-texts-to-nurture-leads-and-save-time-daily#table) ### Troubleshooting Common Issues - **"I do not see the schedule option." →** Confirm that texting is enabled for your account and that you have permission to send SMS. - **"My text did not send at the scheduled time."** →  - Check the lead’s phone number format and that it is a mobile number. - Confirm the selected time zone. - Review carrier delivery status on the message detail. If it failed, edit and resend. - **"The schedule toggle is disabled."** → You may be viewing a conversation that is locked or the lead is missing a valid phone. Add a phone number, save, then try again. - **"I scheduled the wrong time."** → Open Scheduled, select the message, and choose Reschedule. [Back to the top](https://help.sierrainteractive.com/helpcenter/using-scheduled-manual-texts-to-nurture-leads-and-save-time-daily#table) --- ### FAQs - **Does this replace Drip Campaigns or Action Plans?** No. Drip Campaigns and Action Plans automate multi-step outreach. Scheduled Manual Texts are for single, personal messages you write yourself. - **Is opt-out language required?** Not for Scheduled Manual Texts, since the message is manual, one-to-one, and not automated. You are still responsible for honoring opt-out requests and applicable laws. - **Can I bulk schedule manual texts?** This feature is designed for individual follow ups. For scaled outreach, use [contact templates](https://help.sierrainteractive.com/helpcenter/creating-and-using-contact-templates-emails-texts?hsLang=en) with [Action Plans or Drip Campaigns](https://help.sierrainteractive.com/helpcenter/choosing-the-right-communication-tool-to-engage-and-convert-leads?hsLang=en). - **Where can I see upcoming scheduled texts?** Open your Scheduled messages list or view the Lead Timeline for that contact. - **What happens if the lead replies before the scheduled time?** You can edit or cancel the scheduled message to avoid sending something that is no longer relevant. 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