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en:how_to_do_regular_delivery_with_scheduler [2024/06/18 10:38] – [Define campaign] bk | en: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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===== Define campaign ===== | ===== Define campaign ===== | ||
- | 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. | + | 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. \\ | <WRAP round tip 90%> A template must be saved as an email template under //Content > Templates// in order to be selectable here. \\ | ||
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===== Assign target group ===== | ===== 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 \\ | + | 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 \\ |
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===== 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. |
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===== 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. |
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===== Define duration ===== | ===== Define duration ===== | ||
- | Define when the first delivery should start. You can select a fix end date or choose // | + | Define when the first delivery should start. You can select a fixed end date or choose // |
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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. | ||
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- | 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. | ||
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- | + | As soon as the new event is saved, you will be led to an overview with the upcoming event starts: \\ | |
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- | As soon as the new event is saved, you will be lead to an overview with the upcoming event starts: \\ | + | |
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- | Via this view all settings can be reviewed or edited. Also you can see the upcoming events for the next three months. | + | 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 ==== | ==== 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. | + | 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. |
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<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. |
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