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en:how_to_do_regular_delivery_with_scheduler

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en:how_to_do_regular_delivery_with_scheduler [2020/10/27 10:31] – [Creating a new event] bken:how_to_do_regular_delivery_with_scheduler [2025/02/27 16:17] (current) – bk
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-====== How to deliver newsletters regularly with the scheduler ======+====== How do I deliver newsletters regularly with the scheduler? ======
  
-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//. +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//. 
  
 ===== Overview ===== ===== Overview =====
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-Wenn Sie auf //speichern// klicken, erhalten Sie folgendes Bild:+If you click //save//, you will get the following image:
  
 {{:en:delivery_scheduler_new_event.png?500}}  \\ {{:en:delivery_scheduler_new_event.png?500}}  \\
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 ===== Define campaign ===== ===== Define campaign =====
  
-First click on //Define campaign//. Assign a campaign name as well as, optionally, a campaign code. In the dropdown menus choose the Newsletter and Template which are supposed to be used for the regular sending. +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.  \\ 
 + 
 +If the selected template is to be sent to newsletter recipients, the newsletter must be set up as a newsletter under //Addresses > Lists > Newsletter//.
  
-<WRAP round tip 90%> The target group has to be set up as a Newsletter at Addresses > Lists > Newsletter. Otherwise in can’t be connected with a scheduler event. 
  
-The template has to be save as an E-Mail template at Content > Templates to be selectable.  
  </WRAP>  </WRAP>
  
-{{:de:delivery_scheduler_campaign_definition.png?600}}  \\+{{:en:delivery_scheduler_campaign_definition.png?600}}  \\ 
 + 
 + 
 +===== Assign target group ===== 
 + 
 +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 \\ 
 + 
 + 
 +{{:en:delivery_scheduler_targetgroup.png?600}}  \\
  
 ===== Set delivery time ===== ===== 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. +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. 
  
-{{:de:delivery_scheduler_delivery_time.png?500}}  \\+{{:en:delivery_scheduler_delivery_time.png?500}}  \\
  
 ===== Set interval ===== ===== Set interval =====
  
-Specify the rule by which the event is supposed to happen. For a daily delivery e.g. select //all// at calendar day, weekday and month. +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.
  
-{{:de:delivery_scheduler_time_interval.png?500}}  \\+{{:en:delivery_scheduler_time_interval.png?500}}  \\
  
 ===== Define duration ===== ===== Define duration =====
  
-Define when the first delivery should start. You can select a fix end date or choose //infinite//. +Define when the first delivery should start. You can select a fixed end date or choose //infinite//. 
  
-{{:de:delivery_scheduler_duration.png?500}}  \\+{{:en:delivery_scheduler_duration.png?500}}  \\
  
 ===== Activate delivery ===== ===== Activate delivery =====
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 Activate test and real delivery here. The test delivery will be sent to all active addresses from the client’s test delivery list. 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.+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.  Delivery: If you want to activate the scheduler, check the upper box. 
  
-{{:de:delivery_scheduler_delivery_start.png?500}}  \\+{{: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|}}
- +
- +
- +
-As soon as the new event is saved, you will be lead to an overview with the upcoming event starts: \\ +
- +
-{{:de: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.  +
- +
-{{:de:delivery_scheduler_execution.png?600|}} +
- +
-==== 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. +
  
 <WRAP round important 90%> <WRAP round important 90%>
-Stop/delete a scheduled event: If your want to stop the ongoing deliveries just set an end date and remove the checkmark next to delivery. +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>
  
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-{{tag>Scheduler Scheduling-Tab Template Event-Protocol}} +{{tag>scheduler templates events }} 
en/how_to_do_regular_delivery_with_scheduler.1603791077.txt.gz · Last modified: 2020/10/27 10:31 by bk

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