Scheduling Manager
This feature facilitates the administration of scheduling proactive communications, allowing the management of time slots for executing campaign records, possible exceptions (e.g., non-working days), and the number of records to be executed per defined time slot.
To access this feature, click on the manage scheduling button in the campaign view toolbar.
Scheduling View
In this view, you can observe the name, the campaign, the number of daily schedules (limit), and the validity date/time of the schedule..
Below, we describe the administration of each schedule.
| Name | Description |
|---|---|
| Edit | Allows you to edit the created schedule |
| Scheduling Sections | Directs you to the Scheduling Sections view |
| Scheduling Exceptions | Directs you to the Exceptions view |
| Delete Schedule | Deletes the selected schedule |
New Schedule
To create a new schedule, press the "+" button in the scheduling view toolbar, and in the popup window, fill in the fields:
- Name: A text field where you can indicate the name of the schedule to be created.
- Campaign: A list field where you can select the campaign to which the created schedule will apply.
- Schedules per day: A numeric field where you can define the number of scheduled records that will be managed during the day.
- Valid until: A date/time field where you must define the expiration date of this schedule.
Scheduling Sections View
This view allows you to create and/or visualize the scheduling sections. From this view, you can go to the contact list and the campaign management view.
New Section
To create a new section, press the "+" button in the sections view toolbar, and in the popup window, fill in the fields:
- Day of the week: A list field where you must define the day on which the exception will apply.
- Schedules: A numeric field where you can define the number of scheduled records that will be managed during the day.
- Start time / end time: A time field where you must define the start and end time to apply this section.
Note: Sections are defined by the day of the week or can be applied to all days. Sections are limited by time; one section cannot overlap another. The sum of the number of schedules allowed per section cannot exceed the number of daily schedules for that campaign.
Exceptions View
This view allows us to create and/or visualize the created exceptions. From this view, you can go to the contact list and the campaign management view.
New Exception
To create a new exception, press the "+" button in the exceptions view toolbar, and in the popup window, fill in the fields
- Create exception: A list field where you must define whether the exception is created by date or specifically by the day of the week.
- Date: A date field where you must indicate the start date to apply this exception.
- Day of the week: A list field where you must define the day on which the exception will apply.
- Schedules: A numeric field where you can define the number of scheduled records that will be managed during the day.
- Start time / end time: A time field where you must define the start and end time to apply this exception.
- Not working: A checkbox that must be marked if this exception applies to a non-working day.