Schedule Campaign

The Scheduled Campaign feature allows you to automatically create and send campaigns on a regular schedule. This powerful feature gives you the flexibility to either generate campaigns for later review or to fully automate both creation and delivery, streamlining your workflow and ensuring consistent communication with your audience.


How It Works

You can set up recurring campaign tasks that will automatically generate new campaigns based on your defined schedule and conditions. These campaigns can be set to deliver immediately after generation or be held for manual review and sending.

  • Generate & Deliver: Creates and sends campaigns automatically based on your schedule.
  • Generate Only: Creates campaigns that are saved as drafts for your review before sending.

Schedule Configuration

Daily Campaign Schedule

The Daily Campaign Schedule allows you to automate campaign creation and delivery on a day-to-day basis.


  • Frequency: Set to “Daily”
  • Time: Select the specific time when campaigns should be generated each day
  • Timezone: Choose the appropriate timezone to ensure campaigns are generated at the correct time globally

Weekly Campaign Schedule

The Weekly Campaign Schedule feature allows you to automate campaign creation and delivery on a weekly basis. This scheduling option is perfect for regular communications such as weekly newsletters, product updates, or promotional offers that follow a consistent weekly pattern.


  • Frequency: Set to “Weekly”
  • Time: Select the specific time when campaigns should be generated on the chosen days
  • Days of the week: Choose one day when campaigns should be generated
  • Timezone: Choose the appropriate timezone to ensure campaigns are generated at the correct time globally

Monthly Campaign Schedule

The Monthly Campaign Schedule enables you to automate campaign creation and delivery on a monthly basis. This option is perfect for businesses that require regular monthly communication with their audience, such as monthly newsletters, billing reminders, or recurring promotions.


  • Frequency: Set to “Monthly”
  • Time: Select the specific time when campaigns should be generated on the chosen day
  • Day of month: Select one or more specific days (1-31) for campaign generation
  • Timezone: Choose the appropriate timezone to ensure campaigns are generated at the correct time globally

Custom Campaign Schedule

The Custom Campaign Schedule provides maximum scheduling flexibility using cron expressions. This powerful option allows you to create virtually any scheduling pattern you can imagine, from simple to highly complex recurring schedules.


Frequency: Set to “Custom”

Advanced Scheduling Pattern: Enter any valid cron expression to define your custom schedule

Unlimited Patterns: Create schedules like “every Tuesday at 9 AM within the first 7 days of each month” (0 9 1-7 _ 2) or “every 15 minutes during business hours on weekdays” (_/15 9-17 * * 1-5)

Full Cron Flexibility: Support for all standard cron syntax including minutes, hours, days, months, and weekdays

Timezone: Choose the appropriate timezone to ensure campaigns are generated at the correct time globally

Configuration Options

The Campaign Delivery Options provide precise control over how and when your automated campaigns are delivered to recipients. These settings allow you to configure delivery timing, reminder notifications, and the overall status of your campaign automation.

Conditions

Define specific rules that must be met for a campaign to be generated and delivered.

Set conditional logic based on data metrics, audience engagement, or other variables Ensures campaigns are only sent when they meet your strategic criteria

For detailed information on setting up and using conditions, see the Campaign Conditions Guide.

Refresh Datasets

When enabled (toggle is blue), the system automatically updates all connected datasets with the latest information before generating each campaign.

  • ON: Ensures campaigns use the most current data available
  • OFF: Uses data as it existed when the schedule was created

Deliver

Controls whether campaigns are automatically sent after generation.

  • ON: Campaigns will be automatically sent according to your delivery timing settings
  • OFF: Campaigns will be created, followed by manual review and sending by the user

Automated Reminders

Controls whether the system sends Reminders

  • ON: The system will send scheduled project reminders.
  • OFF: No automatic reminders will be sent for the campaign.

Delivery Timing

Specifies how long the system should wait after generating a campaign before delivering it.


  • Options range from immediate delivery (0-24 hours)
  • Allows time for review or to coordinate with other activities

Schedule Status

Enable

Controls the active status of your entire campaign automation.

  • ON: Schedule is active and will run according to your configuration
  • OFF: Schedule is temporarily paused but all settings are preserved