Create New Task

How to create a new Task

As a general rule it is recommended to:

1. set up a new Task
2. Simulate sending
3. Activate it when the simulation is successful

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:

1. General informations
2. Action
3. Recipients
4. Frequency
5. Summary

General informations

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.

2 - Action

In this section you can choose the action that the task will have to perform. You can choose between:

• Send an email message

• Send an SMS

• Move or copy recipients without sending any type of sending, in order to segment them, copying them to another group or moving them from the current group to the destination one

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.

3 - Recipients

In this step you can choose the conditions for selecting the recipients on which the task will be effective.

Specifically, you can:

Select Filters and Groups

By including or excluding predefined audience groups

Include recipients who match conditions

You can set all or at least one of the conditions you select as inclusion criteria, including:

• Condition based on days passed since a given event
• Condition based on an identity field
• Condition based on the “true” value of a personal data filter
• Condition based on the "false" value of a personal data filter
• Condition based on the “true” value of an activity / geographic filter
• Condition based on the “false” value of an activity / geographic filter

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.

Set the sending frequency for each recipient

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:

• Do not send more than once to the same recipient in the selected time range
• Activate the task only once for the same recipient
• Send without any limit to the same recipient

4 - Frequency

In this section you can determine when to activate the task and possibly prevent its activation in certain circumstances.

Activation frequency

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.

Exceptions

Select a time range in which the task will be active, or simply select a start date.

You can also exclude from activation:

• Specific dates
• Recurring dates
• Saturday and Sunday
• Outdated RSS feeds
• Specific time slots

Management of the conflict between activation and limitations

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.

5 - Summary

This section allows you to view all the information entered and the options selected for the task in question.

Task activation

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

Change the data entered

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.

Simulation

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

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