User Tools

Site Tools

You are here: Test Dokuwiki For ServiceCenter » promio.connect Wiki » How do I deliver newsletters regularly with the scheduler?
Trace: • Wie kann ich das Ergebnis meiner Kampagne nach Merkmalen der Empfänger segmentieren? • How do I create an auto target group? • How do I use the CSS editor?
en:how_to_do_regular_delivery_with_scheduler

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision		Previous revision
en:how_to_do_regular_delivery_with_scheduler [2017/03/13 11:48] – bken:how_to_do_regular_delivery_with_scheduler [2025/02/27 16:17] (current) – bk
Line 1: Line 1:
-====== How can newsletters be dispatched regularly via the scheduler? ======+====== How do I deliver newsletters regularly with the scheduler? ======
  
-The scheduler allows you to plan and set the dispatch of an email template as a regular event.  +By using the scheduler, you can plan and control the regular delivery of an e-mail template as an event. You find the feature at //Delivery > Scheduler//. 
-Go to //Extras > Settings > Scheduler// to find the scheduler. +
  
 ===== Overview ===== ===== Overview =====
  
-{{:en:scheduler_general.png?nolink|}}+Events
  
-===== Create a new event =====+{{:en:delivery_scheduler.png?800|}}
  
-{{:en:icon_scheduler_new.png?nolink}} Click on this button to create a new event. +===== Creating a new event =====
  
 +Assign a name and a description for the event.  \\
 +{{:en:delivery_scheduler_create.png?150}}  \\
  
-==== General tab ==== 
  
-Select the event type //newsletter dispatch with commercials// and assign a name and description to the event. \\ +When you click Save, you will see the following screen: 
  
-{{:en:scheduler_general_tab.png?nolink|}}+{{:en:delivery_scheduler_event.png?500}}  \\
  
  
 +If you click //save//, you will get the following image:
  
 +{{:en:delivery_scheduler_new_event.png?500}}  \\
  
-==== Scheduling tab ==== 
  
-Specify the event period, the start time and the rule that will define the event. +===== Define campaign =====
  
-{{:en:scheduler_scheduling_tab.png?nolink|}}+First, click on //Define campaign//. Give the campaign a name and optionally a campaign code. Select a client. You can select a newsletter from the drop-down menu if you want to write to a newsletter target group. If you want to use a different target group, define it in the //Assign target group// tab. Select the creative template you want to use.
  
 +<WRAP round tip 90%> A template must be saved as an email template under //Content > Templates// in order to be selectable here.  \\
  
-==== Settings tab ====+If the selected template is to be sent to newsletter recipients, the newsletter must be set up as a newsletter under //Addresses > Lists > Newsletter//.
  
  
-{{:en:scheduler_settings_tab.png?nolink|}}+ </WRAP>
  
-|Principal: |The principal must be identical with the newsletter’s principal. | +{{:en:delivery_scheduler_campaign_definition.png?600}}  \\
-|E-Mail Template: |The e-mail intended for regular dispatch via the scheduler must be saved as an e-mail template under //Content > E-Mail-Templates// so that it can be selected here.  | +
-|Newsletter: |The target group that will regularly receive the chosen email template must be saved under //Extras > Settings > Newsletter// als Newsletter eingerichtet sein. | +
-|Dispatch delay: |If you want to send a test email prior to dispatch via the scheduler, enter the number of minutes to pass between the test email and actual dispatch. | +
-|Description: |Enter a description for your event. | +
-|Test e-mail: |Check this box to send a preliminary test email of the mailing scheduled for dispatch. | +
-|Actual dispatch: |Check this box to activate the scheduler. | +
-|Campaign code: |Enter an optional campaign code. |+
  
-Once you save the newly created event by clicking OK, it will appear in the overview. This gives you a summary of all created events: \\ 
-{{:en:scheduler_example_nl.png?nolink|}} 
  
-You can view and edit the settings of an already existing event in the detail view.  You can also view the dispatch dates scheduled for the next three months. +===== Assign target group =====
  
-{{:en:scheduler_planned_event_starts.png?nolink|}}+The //Assign target group// tab is skipped and automatically gets a green check mark if you have defined a newsletter. \\ If this is not the case, you can select a target group here using the drop-down menu. \\ You also have the option of setting filters, exclusion filters, and a limit. If a limit is entered, you can specify the criteria according to which the addresses should be limited: by random selection, new addresses or active addresses \\
  
-==== Setting exceptions ==== 
  
-You can define exceptions for specific dispatch dates listed in the overview of scheduled dispatch dates. For example, you can deactivate - and thus skip - one specific dispatch of an event that falls on a holiday. You can also edit any other setting for a specific dispatch date of the event, e.g. dispatch time, selected template or dispatch delay. All active exceptions are marked in the overview. +{{:en:delivery_scheduler_targetgroup.png?600}}  \\ 
 + 
 +===== Set delivery time ===== 
 + 
 +Now you define the time at which the delivery should start. If you wish to receive test delivery prior to the real send-out, you can enter a time delay between test and real delivery here.  
 + 
 +{{:en:delivery_scheduler_delivery_time.png?500}}  \\ 
 + 
 +===== Set interval ===== 
 + 
 +Specify the rule by which the event is supposed to happen. For a daily delivery, e.g., select //all// at the calendar day, weekday, and month. 
 + 
 +{{:en:delivery_scheduler_time_interval.png?500}}  \\ 
 + 
 +===== Define duration ===== 
 + 
 +Define when the first delivery should start. You can select a fixed end date or choose //infinite//.  
 + 
 +{{:en:delivery_scheduler_duration.png?500}}  \\ 
 + 
 +===== Activate delivery ===== 
 + 
 +Activate test and real delivery here. The test delivery will be sent to all active addresses from the client’s test delivery list. 
 +   
 +Test delivery: If you want to receive a test delivery before the real delivery starts, check the lower box. 
 +Delivery: If you want to activate the scheduler, check the upper box.  
 + 
 +{{:en:delivery_scheduler_delivery_start.png?500}}  \\ 
 + 
 +As soon as the new event is saved, you will be led to an overview with the upcoming event starts: \\ 
 + 
 +{{:en:delivery_scheduler_list.png?600|}} 
 + 
 +Via this view, all settings can be reviewed or edited. Also, you can see the upcoming events for the next three months. 
 + 
 +==== Set up exceptions ==== 
 + 
 +In the overview of all planned events, some exceptions can be defined. For example, a send-out can be deactivated on a holiday. You may also change the time of a specific event or the delay between test and real delivery. All active exceptions are marked in the list. 
 + 
 +{{:en:delivery_scheduler_execution.png?600|}}
  
 <WRAP round important 90%> <WRAP round important 90%>
-Stop/delete a scheduled dispatch:\\ To ensure that no further dispatch will take place, define an "active until" date and uncheck the box "actual dispatch".+Stop/delete a scheduled event: If you want to stop the ongoing deliveries, just set an end date and remove the checkmark next to delivery. 
 </WRAP> </WRAP>
  
Line 61: Line 92:
  
  
-{{tag>Scheduler Scheduling-Tab Template Event-Protocol}} +{{tag>scheduler templates events }} 
en/how_to_do_regular_delivery_with_scheduler.1489402122.txt.gz · Last modified: 2017/03/13 11:48 by bk

Page Tools

Except where otherwise noted, content on this wiki is licensed under the following license: CC Attribution-Share Alike 4.0 International
CC Attribution-Share Alike 4.0 International Donate Powered by PHP Valid HTML5 Valid CSS Driven by DokuWiki