02. Configure Schedules

Configure Schedules for any Elements

Prerequisites:

Before getting started, you should have completed the following tasks:

Create a Program in Studio How?

Create a Campaign in Studio How?

Schedule for a Stand-alone Element

Instructions:

Depending on how the element on the canvas is configured, there are a few versions of the Schedules tab:

1. Name

• The name should be descriptive of this specific schedule and/or what task it is accomplishing (e.g. "Pre-webinar-01," "Pre-webinar-02," etc.)

2. Description

• The description can be anything - most often it contains any necessary or relevant information that will be helpful to someone else who may need to work with this element

3. Time Zone, Date and Time

• Specify the Time Zone, Date, and Time

Note: 

If a date/time is selected that is in the past, the Scheduled Event will start when the changes are published.

4. Recurrence

• If you would like the event to happen on a recurring basis, click on Repeat

• Select the interval for the Schedule to repeat

• If you do not want the Schedule to repeat indefinitely, click on the Ends tab and select when/how you would like the Schedule to stop repeating.
  

5. Type

• You can choose to have the event occur for Live contacts, Seed contacts, or Both

6. Notifications and Approval

• An email notification will be sent to the address listed here. By default, it will display the email address associated with this account. You can change it if you wish

• You can be protected from unauthorized or accidental events by requiring that when it is time for the Schedule to occur, an email is sent to request authorization. (Just check the box.)

Schedule for an Element Connected to a Target Audience

1. Name

• The name should be descriptive of this specific schedule and/or what task it is accomplishing (e.g. "Pre-webinar-01," "Pre-webinar-02," etc.)

2. Description

• The description can be anything - most often it contains any necessary or relevant information that will be helpful to someone else who may need to work with this element

3. Time Zone, Date and Time

• Specify the Time Zone, Date, and Time

Note: 

If a date/time is selected that is in the past, the Scheduled Event will start when the changes are published.

4. Target Audience

• Select one or more Target Audience(s). You can have a different scheduled event for each Target Audience (e.g. you can send a message to prospects in California on Monday, Arizona on Tuesday, and Texas on Wednesday)

Note: 

If you do not select a Target Audience, the Scheduled Event will not run properly.

5. Repeat

Tip: 

Now that you have selected a Target Audience, we need to go back up a step to the Start Date again.

• If you would like the event to happen on a recurring basis, click on Repeat

• Select the interval for the Schedule to repeat

• If you have already selected a Target Audience, you will also have the option to send the schedule Per Contact. This allows you to schedule the event based on a date value in the contacts' database

Note: 

In the Contact Database, the field type must be DATE in order for the field to appear in this drop-down list.If you do not want the Schedule to repeat indefinitely, click on the Ends tab and select when/how you would like the Schedule to stop repeating

6. Type

• You can choose to have the event occur for Live contacts, Seed contacts or Both

7. Notifications and Approval

• An email notification will be sent to the address listed here. By default, it will display the email address associated with this account. You can change it if you wish

• You can be protected from unauthorized or accidental events by requiring that when it is time for the Schedule to occur, an email is sent to request authorization. (Just check the box.)

Schedule for an Element Connected to a Trigger

1. Name

• The name should be descriptive of this specific schedule and/or what task it is accomplishing (e.g. "Pre-webinar-01," "Pre-webinar-02," etc.)

2. Description

• The description can be anything - most often it contains any necessary or relevant information that will be helpful to someone else who may need to work with this element

3. Wait

• If you would like to send a delayed trigger (e.g. to contacts who visited a microsite, but did not submit a response), select the number of days, hours, and/or minutes for the delay

• If you would like to re-evaluate the contact's status before the delayed trigger is sent (e.g. the contact could have submitted a response after their initial visit, but before the delayed trigger is sent), check the "Re-evaluate Trigger(s) Filter."

• If you would like to send the trigger at a specific time (e.g. sending the trigger to the contacts at 8:00 AM), check the box with the "@" sign next to it and specify the time (e.g. 8:00 AM would be "Hours: 8" and "Minutes: 0"

4. Type

• You can choose to have the event occur for Live contacts, Seed contacts, or Both