As a general rule it is recommended to:
The creation of a task is divided into 4 distinct steps and a final summary step. Below we will guide you through the creation process:
In this section you will find the possibility to assign:
Name of the task, which will identify it and will be displayed in the list
Description of the task, which you can use to remind yourself how it works and in which cases it is useful to you
Tag, which will help you find this specific Task if you have created many
Default time zone, to establish the reference time zone for your task
The ability to use the time zone contained in a personal data field.
Use of time zone from personal data field The value contained in the field must be written in a specific format, following these examples: UTC+00, UTC+01, UTC+02, etc ... Remember that if the personal data field contains an invalid value or if it is empty, then it will be default time zone used |
In this section you can choose the action that the task will have to perform. You can choose between:
Send an email message
Move/Copy Recipients This function is particularly useful in the construction of multi-message or "cascade" campaigns, since you can configure the system to:
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In addition to the sending settings (the same that you will find when you want to send an email or SMS message), in the first two cases you will also have the possibility to subsequently segment the recipients, copying them or moving them from one group to another.
In this step you can choose the conditions for selecting the recipients on which the task will be effective.
Remember to continue creating a task you will need to make at least one selection, among groups, filters and conditions. |
Specifically, you can:
By including or excluding predefined audience groups
You can set all or at least one of the conditions you select as inclusion criteria, including:
If the condition is more complex (e.g. 7 days after enrollment, and resident in Piedmont, female), we suggest you first create one or more filters
Remember that you will need to select a condition to be able to edit its fields.
Creating a condition based on the last click or opening of a recipient We suggest you create an Activity Filter based on these conditions and select it in this step. |
In case you do not want to send too many messages in a short period of time to the same recipient, here you can set some time limits in the execution of the task on the individual. Specifically, you can decide to:
The "Send once for ... 24 hours" option "protects" my recipients: for example if I am sending an automatic message when a user's birthday occurs, using this option I will send the message only once a day |
In this section you can determine when to activate the task and possibly prevent its activation in certain circumstances.
In this section you can decide when the task will be activated cyclically. You can select a daily, weekly, monthly and yearly frequency, but also specify a specific activation time or an hourly interval.
Select a time range in which the task will be active, or simply select a start date.
You can also exclude from activation:
If the limitations set invalidate the temporal conditions for activating a task, you can decide to activate it at the first useful opportunity (for example the day after the one scheduled in the case of a monthly recurrence) or not to activate it at all.
Once you have selected the previous options you will have the option to Save the Task.
This section allows you to view all the information entered and the options selected for the task in question.
You can activate or deactivate the task, just as if you were doing it from the task list. This option is the first one displayed on the summary page
If, re-reading the selected options, you find something that does not convince you, you can go and modify the relative step thanks to the link next to the arrow of each panel. You can also edit the individual steps by clicking on them.
Thanks to the Simulation function, found at the bottom of the page, you can obtain a simulation of how many recipients the simulation would reach if it started when you request it. Time restrictions set in exceptions will not be taken into account for counting purposes
How to Create a Birthday Task
1- Create a new message with eg. "Happy birthday" object; 2- Create a birthday demographic filter
3- Create a Task in which among the conditions select the birthday registry filter (created in point 2); 4- Among the actions you can choose whether to send the newsletter dedicated to the birthday, or move / copy the contacts from one group to another;
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