Scheduled Campaigns

The platform has a limit of twenty existing scheduled campaigns at a time. If you are going to exceed this limit please use the Campaign Summary page and export logs of existing campaigns and delete them.

To create a Scheduled Campaign, login to the dashboard and use the navigation menu to the left to go to Marketing > Campaigns.

Select the Campaign Platform you would like to set up a Scheduled Campaign for. Use the following information to configure your campaign.

The Campaign Details section of the campaign will have the following settings.

  • Enable: Toggle to enable/disable the scheduled campaign.
  • Campaign Type: Toggle to select between Smart or Scheduled Campaigns. For this article we will select Scheduled.
  • Campaign Name: Enter a unique name for the campaign.
  • Select Template: Select the Campaign Template created for this scheduled Campaign.

The Platform Settings (Email/SMS/X) section will cover settings unique to the platform selected. Please see the Add Email, SMS or X Campaign articles for help and continue on to the Campaign Settings.

 

The Campaign Settings section of the campaign will have the following settings.

  • Select Tag(s): Create the list you would like to send this campaign to by selecting the appropriate Tags.
  • Schedule:
    • Send Now: Will send the campaign once as soon as it is enabled.
    • Send on Date: Will send the campaign once at the configured Send Date & Send Time if the campaign is enabled.
    • Send Yearly: Will send the campaign yearly at the configured Send Date & Send Time if the campaign is enabled.
  • Send Date: Configure the date the campaign should trigger.
  • Send Time: Configure the time the campaign should trigger.
  • Time Zone: Configure the timezone the campaign should honor.

Updated on November 14, 2023

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