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🏠 Feature Overview
Scheduled Delivery is a campaign level functionality that enables customers to configure a timeframe for when they want leads to be delivered. The configuration to enable Scheduled Delivery is available in Campaign > Admin menu.
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The toggle to enable scheduled delivery is disabled by default and can be enabled by Admin/Agency users.
When Scheduled Delivery is enabled on a campaign, it adds a new process flow to delivery. This involves processing the leads coming into the platform, holding them in the scheduler until the configured time, when the leads are released and batched or if applicable, integration jobs are run.
Setting a Schedule for Lead Delivery
With Scheduled Delivery, customers can choose the leads to be delivered in the following timeframes:
Daily
Leads can be scheduled to be sent daily at a particular hour of the day on a daily basis or at an interval of 'x' (configurable) number of days
Weekly
Leads can be scheduled to be sent at a particular hour on selected day(s) of the week (Monday, Wednesday, Friday etc.) on a weekly basis or at an interval of 'x' (configurable) number of weeks
Monthly
Leads can be scheduled to be sent at a particular hour on selected day of the month (First day of the month, Last day of the month excluding weekends etc.) on a monthly basis or at an interval of 'x' (configurable) number of months
More details of how scheduling works is available in: Schedule Configuration
Upon release, all leads will be sent at once. If customers mark the leads as undelivered they will need to start the processing step again, marking them as Valid and send them again. This is existing platform processing functionality.
It’s vital to understand that the existing functionality of ‘Always deliver’ will supersede the Scheduled Delivery configurations on a campaign. Any scheduled time will be ignored and the lead batch will be delivered if 'Always deliver’ is set up.
Using Scheduled Delivery, leads are scheduled to be delivered at different times and at different intervals. The schedule is configured using the ‘configuration’ widget available in the ‘Schedule’ column on the Scheduled Delivery page. This widget is the basis for both Campaign based Scheduled Delivery and Publisher based Scheduled Delivery and allows us to configure the schedule at various intervals as explained below.