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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.
Scheduled delivery can be based on Campaign type or Publisher type. The type of scheduled delivery can be set by selecting the appropriate radio options available against ‘Type’ on the Scheduled Delivery page:
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More information on working of campaign based and publisher based scheduled delivery is available in: Campaign Type Schedule Configuration and Publisher Type Schedule Configuration
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 in: Schedule Configuration.
Scheduling of Leads
Scheduled Delivery can be broadly classified into 2 types:
Campaign based scheduled delivery and
Publisher based scheduled delivery.
The scheduled delivery type leads
The below is a step by step description of scheduled delivery works on a campaign.
Enable Scheduled Delivery
Scheduled delivery can be enabled on a campaign by enabling the ‘Scheduled Delivery’ toggle on the Scheduled delivery page.
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Configuring the Type of Scheduled Delivery
As mentioned earlier in the document, Scheduled delivery can be based on Campaign type or Publisher type. The type of scheduled delivery can be set by selecting the appropriate radio options available against ‘Type’ on the Scheduled Delivery page:.
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Configuring the schedule widget
The schedule at which leads should be sent is configured using the Schedule widget. For campaign based scheduled delivery, the same schedule will apply for all publishers on the campaign. Any leads coming into the campaign will processed, valid leads will applies to all leads coming into the campaign. For publisher based scheduled delivery, different schedules can be configured for different publishers.
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Processing and Scheduling
When leads come into a campaign that has scheduled delivery configured, they will be processed completely as valid, invalid, caution leads.
Valid leads will then be held in the scheduler schedulr until the scheduled date and configured schedule time. When the scheduled time is reached, all held leads will be sent at once. More information on campaign based scheduled delivery is available in: Campaign Type Schedule Configuration .
Scheduled Delivery: Publisher Type
When scheduled delivery is configured for Publisher type, different schedules will apply for different publishers on the campaign. Leads coming into the campaign will processed, valid leads will be held separately for the various publishers, the scheduled date and time configured for that publisher. When the scheduled time is reached, the leads held for that publisher will be sent. More information on publisher based scheduled delivery is available in: Publisher Type Schedule Configuration.
In both types of scheduled delivery, all scheduled During this period, the processr status for the leads will be: “On Hold - Campaign Using Scheduled Delivery”. This status will be visible on the leads table to enable the customer to verify that the schedule has been created.
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Pending Schedule
Additionally, the leads held by the schedulr can be seen in the ‘Pending Schedules’ table by clicking on the ‘View Schedules’ button on the scheduled delivery page.
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Clicking on ‘View Schedules’ shows the below modal with 2 tabs: ‘Pending Schedules’ and 'Sent Schedules'.
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‘Pending Schedules' shows all valid leads that are held by the schedulr until the schedule time. It is also possible for the user to download the entire list of leads pending scheduled delivery in a CSV format, by clicking on the 'Download CSV’ button.
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The file will be available in the 'Exports' folder from which the user can download it and view.
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Sending leads out of Schedulr
When the scheduled time is reached, all leads held in ‘On Hold - Campaign Using Scheduled Delivery’ status will be sent at once. If integration jobs are configured, the leads will be sent to the integration jobs. If Batch integration is configured, the leads will be sent to batch and will be held in ‘On Hold- Pending Batch’ status.
All scheduled leads will be sent at once at the scheduled hour unless the user marks them as undelivered and either reprocesses or flags them as valid to be sent again.
Leads sent can be seen in the ‘Sent Schedules’ table by clicking on the ‘View Schedules’ button on the scheduled delivery page.
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Similar to pending schedules, it is possible for the user to download the entire list of leads sent via scheduled delivery in a CSV format, by clicking on the 'Download CSV’ button.
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The file will be available in the 'Exports' folder from which the user can download it and view.
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Once a lead is successfully delivered via scheduled delivery, the processr status changes to ‘Complete’, the lead is marked as ‘Delivered’ and publisher billable/advertiser billable statuses are updated appropriately.
Scheduled Delivery and Batch processing
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