Scheduling Recurring Campaigns

Overview

Now you are able to schedule the same campaign at a cadence to a dynamic audience with recurring campaigns.  This will enable you to set up a recurring communication at a given cadence (daily, weekly and monthly). The communication can be sent to a dynamic audience with the option to only have it send to a contact record once. 

Scheduling a Recurring Campaign

To schedule a recurring campaign you just have to select the option to have it repeat when scheduling a campaign. To do that do the following steps.

1. On the Campaigns Page, click + Create Campaign.
2. Select your recipients - typically an Audience, so that each instance will send to the contacts who meet the filter criteria at the time.
3. Select the script you want to send.
4. On the Trigger page, select "Use specific date and time".
5. Select the desired "Repeats" cadence: daily, weekly, weekdays, weekends, or monthly
6. Select an end date or select "Doesn't End".
7. Optional: If you do not want the same contact to receive the campaign more than once, select "Send to audience contacts one time only".

Calendar

You can view the Recurring Campaigns on the calendar page. This will display all expected upcoming sends.

Editing a Recurring Campaign

You can edit a recurring campaign from the calendar page.

1. Find the recurring campaign you wish to edit from the calendar page and click on its name.
2. If no instances of this recurring campaign have sent yet, you can click the pencil icon to edit it; this will take you back to the Schedule screen.
3. To delete one or more instances, click the trashcan icon. You are able to select either just this single instance or this and all future instances.

Recurring Campaign Insights

You can view the insights like any other campaign. Past instances will appear in both the "Sent"  section and the "Recurring" section. (See Campaign Insights for more details.)