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🏠 Feature Overview
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.
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By default, there are 4 mandatory fields to be filled in by the user.
Start Date: This is a calendar field that can be used to configure the date on which Scheduled Delivery must begin on the campaign.
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There is validation on the platform to ensure that the Start Date lies between the campaign’s start and end dates.
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Repeat Every
This setting determines the schedule interval. By default, the value is set to ‘1' and repeat unit is set as ‘Week(s)’. This means, the configured schedule will repeat every 1 week from the 'Start Date’ configured.
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If the repeat unit selected is Week(s) or Month(s), then the ‘Repeat On’ configuration will be available. If the repeat unit selected is Day(s), then the ‘Repeat On’ configuration will not be available.
Repeat On
The ‘Repeat On’ option will be available only if repeat unit selected is Week(s) or Month(s).
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The days of the week can be configured as per the requirements of the campaign. The next scheduled date is calculated as below when the repeat unit is ‘Week(s)’:
Start date | Repeat interval (weeks) | Repeat on | Schedule previously run on: | Current date | Expected next scheduled date |
|---|---|---|---|---|---|
2024-09-01 (Fri) | 2 | Fri, Wed | Not available | 2024-09-01 | 2024-09-01 (Fri) |
2024-09-01 (Fri) | 2 | Fri, Wed | Not available | 2024-09-02 | 2024-09-13 (Wed) |
2024-09-01 (Fri) | 2 | Fri, Wed | Not available | 2024-09-07 | 2024-09-13 (Wed) |
2024-09-01 (Fri) | 2 | Fri, Wed | Not available | 2024-09-13 | 2024-09-13 (Wed) |
2024-09-01 (Fri) | 2 | Fri, Wed | 2022-09-13 | 2024-09-13 | 2024-09-15 (Fri) |
2024-09-13 (Wed) | 2 | Fri, Wed | Not available | 2024-09-13 | 2024-09-13 (Wed) |
When repeat unit is ‘Month(s)’, user will be able to select the day of the month on which the schedule must repeat. The following options are available for monthly scheduled delivery:
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The next schedule date is calculated as below when the repeat unit is ‘Month(s)’:
Start date | Repeat interval (months) | Repeat on |
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Schedule previously run on: | Current date | Expected next scheduled date | |||
|---|---|---|---|---|---|
2024-09-01 | 2 | First day of month | Not available | 2024-09-01 | 2024-09-01 |
2024-09-02 | 2 | First day of month | Not available | 2024-09-01 | 2024-11-01 |
2024-09-01 | 2 | First day of month | Not available | 2024-09-02 | 2024-11-01 |
2024-09-01 | 2 | First day of month | Not available | 2024-10-01 | 2024-12-01 |
2024-09-01 | 2 | First day of month | Not available | 2024-11-01 | 2024-11-01 |
2024-09-01 | 2 | First day of month | 2024-09-01 | 2024-09-01 | 2024-11-01 |
2024-09-01 | 2 | First day of month | Not available | 2024-09-15 | 2024-11-01 |
2024-08-28 | 1 | nth day of the month (n=28) | Not available | 2024-09-01 | 2024-09-28 |
2024-08-28 | 1 | nth day of the month (n=28) | Not available | 2024-09-30 | 2024-10-28 |
2024-01-29 | 1 | nth day of the month (n=29) | Not available | 2024-01-15 | 2024-01-29 |
2025-01-29 | 1 | nth day of the month (n=29) |
2025-01-29 |
2025-02-01 |
2025-03-29 ( |
2025 not being a leap year, feb is skipped) | |||||
2024-01-29 | 1 | nth day of the month (n=29) | 2024-01-29 | 2024-02-01 | 2024-02-29 (2024 being a leap year) |
2025-01-30 | 1 | nth day of the month (n=30) | 2025-01-30 | 2025-02-01 |
2025-03-30 (feb is skipped) |
2025-01-31 | 1 | nth day of the month (n=31) |
2025-01-31 |
2025-02-01 |
2025-03-31 (feb is skipped) |
2024- |
09-15 | 1 | 15th (nth) day of the month | Not available |
2024- |
09-15 |
2024- |
09-15 |
2024- |
09-15 | 1 | 15th (nth) day of the month |
2024- |
09-15 |
2024- |
09-15 |
2024- |
10-15 |
2024- |
08-01 | 1 | Last day of the month | Not available |
2024- |
08-01 |
2024- |
08-31 |
2024-07-01 | 1 | Last day of the month |
2024-07-31 |
2024-07-31 |
2024-08-31 |
2024-07-01 | 2 | Last day of the month | Not available |
2024-07-01 |
2024-07-31 |
2024-07-01 | 2 | Last day of the month | 2022-07-31 |
2024-09-30 |
2024-09-30 |
2025-01-01 | 1 | Last day of the month |
2025-01-31 |
2025-02-01 |
2025-02-28 | |||||
2024-02-01 | 1 | Last day of the month | Not available | 2024-02-01 | 2024-02-29 (2024 being a leap year) |
2025-02-01 | 1 | Last day of the month |
2025-02-28 |
2025-03-01 |
2025-03-31 |
2025-02-01 | 2 | Last day of the month |
2025-02-28 |
2025-02-28 |
2025-04-30 | |||||
2024-01-01 | 1 | Last day of the month | 2024-01-31 | 2024-02-01 | 2024-02-29 (2024 being a leap year) |
2022-07-01 (Fri) | 1 | Last day of the month (excl. weekends) | Not available | 2022-07-20 | 2022-07-29 (Fri) since 2022-07-31 is a Sunday |
2024- |
03-01 (Fri) | 1 | First day of the month (excl. weekends) | Not available |
2024- |
06-01 (Sat) |
2024-07-01 ( |
Mon) |
2024- |
03-01 (Fri) | 3 | First day of the month (excl. weekends) | Not available |
2024- |
06-01 ( |
Sat) |
2024-07- |
01 (Mon) |
Hour
The 'Hour' is a dropdown listing values from 00 to 23 from which the user can select the hour at which the schedule must run.
\uD83D\uDDD2 Summary
Summarise the functionalities in a table
Functionality | User Story | |||
|---|---|---|---|---|
| 1 | Start Date | Admin and Agency users can configure the date on which the schedule must start on a campaign, the date must lie within the campaign start and end dates | ||
| 2 | ||||
| 3 | Table Filtering | Allows the user to filer the table values using column names | ||
| 4 | Custom Tables | A user can add, remove and reset columns for custom tableRepeat Every | This configuration determines whether the schedule should be executed every day/month/week | |
| 3 | Repeat On |
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| 4 | Hour | This is the hour at which schedule will be delivered |
\uD83D\uDDD2 User Permissions
Mention if access needs to be enabled for any user roles and attach the user matrixOnly Admin and Agency users have access to Scheduled Delivery.