This video explains how to configure a recurring delivery and a scheduler activity.
In this video, we will discuss how to configure a recurring delivery and a scheduler activity. For the recurring campaign, we created the birthday campaign a program folder.
In the Targeting and Workflows tab of our campaign, we change the label, saved and refreshed the workflow. Now, drag and drop a query onto the workflow canvas. Double-click on the query to add the selection criteria.
Click on Edit the Query, select Filtering conditions and click next.
In this example, we will select all recipients with an existing email address and birth date equal to today’s date. Expand the expression field and select the email attribute from the recipient table.
And then change the Query operator to is not empty.
Add another expression, expand the expression field and select the date of birth from the recipient table.
Position your cursor in the expression field before date of birth and type in month.
Leave the operator is equal to and type in month, get date in the Value field. Similarly, add another expression to include a day of the month. In our example, we have typed up the values and the expressions.
But you can also click here and use a list of functions on the right hand side to create even more complex expressions.
Go to the Preview tab, right-click and select configure list, choose date of birth. You can see that the query we just set up is now functional. As the recipients here have the same birth date as today’s date.
Drag and drop a recurring delivery activity and connect it to the query transition. Double-click on the delivery to configure it.
Expand the delivery template folder and to the resources folder.
We have selected an already created birthday email template and change a label to not override the original email template with future changes.
Click continue to view the template and make final edits.
Now go to the Properties delivery to make sure all approvals have been disabled.
Click save to save the delivery then save the workflow.
Even though we have configured a recurring delivery, the workflow is not automatically recurring. To set recurrence, drag and drop Scheduler activity from the Flow Control and connect the outbound transition to the Scheduler to the query.
Double-click on the Scheduler activity to configure it.
Select the change button, you can set the desired frequency the emails will be dispatched. In this example, we selected daily then next. Set the time you wish the campaign to execute it.
In this example, we chose 10 A.M. then click next.
You can set the number of iterations the campaign will execute or leave it to Permanent validity.
We have successfully created a recurring campaign with recurring delivery. The workflow is now set up as a recurring campaign to send an email on a daily basis for a permanent validity period. You can now start the campaign. The Scheduler activity will blink until it meets a set schedule. After, it will execute the campaign until the next scheduled time. -
