|I.||How to schedule a Campaign|
How to schedule a Campaign
You can schedule a Campaign to be sent out at a later date. This can be selected from within the Preview and Send section and is located at the bottom of the page between sending a test and live Campaign.
When selecting the Send Campaign later option you are able to use the Date and Time drop down menus to select the desired Date and Time your Campaign will be sent out.
There are also two advanced schedule options available that can be accessed by pressing Show next to Advanced. These options are:
- Update groups upon sending
- Repeat scheduled send
When the Update group upon sending option is selected, two further check boxes will appear.
If the Send to up-to-date contact groups option is selected when a Campaign is scheduled, the Include new contacts added to groups option will also be selected automatically.
With these two options enabled, the system will check for any new contacts that have been added to the group(s) selected since the time the Campaign was scheduled and add them to the Campaign distribution prior to sending. Any individual contacts that were selected outside of those groups will also remain as recipients on the Campaign.
If the Update groups upon sending , Include new contacts added to groups and Exclude contacts removed from groups are selected when a Campaign is scheduled, at the time of sending the system will remove all recipients from the Campaign and add back only the group(s) that were selected at the time of scheduling.
This means the system is able to ensure the most up-to-date records. However this also means any individual contacts that were selected outside of those groups will be removed from the Campaign as recipients.
In other words, at the time of sending, contacts must be included in one of the group(s) that were selected at the time of scheduling in order to receive the Campaign.
You can also turn one or both of these options on by default for all new Campaigns under Settings > Email.
There is also the option to Schedule the Campaign to be sent out again. By selecting the Repeat scheduled send in the Advanced option you can choose whether to send the Campaign out again on a regular basis.
Once all the settings have been chosen regarding the scheduled send, select the Send Campaign Later button which will send your Campaign at the specified time.