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Contact Lists are built automatically if the Automation automation has a Send Email action in it or if the "Build List" check box is checked (under "Show Advanced Settings"). Contact Lists can be used for email marketing or nurturing purposes. If a prospect is added to a Contact List then the prospect will see that list as an option to unsubscribe from when the click the Unsubscribe link embedded in an email. |
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Below is a list of the specific settings on the Schedule and Run page.
- Match prospectsMatched
- Only once = Runs the automation one time only and never again. This action mode might be helpful when trying to create a segmentation from your existing database, perhaps profile your database via lead scoring or mass update values in your database.
- Continuously = Runs the campaign at the specified "Frequency" with a Start and End period defined. This action mode might be helpful when trying to create a Dynamic Segmentation or run a lead nurturing program that's always working for sales/marketing to nurture prospects.
- Affected prospects Affected = Total number of people (Known and Unknown) who will be affected by your campaign if you activated the campaign now. Click the number and a preview table will open towards the bottom of the page and display all Known people (when Lead Liaison has a name and/or email address) by default. Change the value under the "Type" column to view all (Known/Unknown) people affected or just Known or Unknown.
- Ignored prospects Ignored = Total number of people (Known and Unknown) who will not be affected by your campaign. Adding the Affected and Ignored numbers together is the total number of prospects for your account in Lead Liaison's database.
- Start = The day and time in which to start running the campaign. To run the campaign now select the "Now" radio button. Make sure to select the time zone in which to start the campaign. Lead Liaison loads the default time zone setting for your user account. To change your default time zone go to Setup Home > Setup profile.
- Run on days = Runs the automation every day or on certain days. To select certain days choose the "Custom" radio button.
- Run within time frame = Runs the automation within a certain time frame. Click the "Enable" check box to enter a Start and Stop time. This setting is helpful if you're running rules, such as for distributing leads, and you only want the rules to run during the work week and during work hours.
- Do not run on Corporate Holidays = Skips running a process on "Corporate Holidays", which is a setting. See this description on Corporate Holidays for more information.
- Frequency (see screen shots below)
- Real-Time = Runs the campaign about every minute.
- Hourly = Runs the campaign hourly. Specify during which days and hours to run.
- Daily = Runs the campaign daily. Specify only running on the weekday or running every other X day(s).
- Weekly = Runs the campaign every X week(s) on specific days.
- Monthly = Runs the campaign on a specific day (1 through 31) of every month or the first, second, third or fourth Monday, Tuesday, Wednesday, Thursday, Friday, Saturday or Sunday of every month.
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When changing the run-time frequency of an automation from Only Once to Continuously, the next automation start will be from the last time the automation ran. For example, if you run an automation at 3PM and run it "Only Once", then change it to run Daily at 10PM, the automation will run next at 3PM the next day, not at 10PM. |
Real-Time
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The Frequency Type of "Real-Time" and "Hourly" is available only when any of the following criteria is added to an Automation:
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Hourly
Daily
Weekly
Monthly
Setting Start/End on Time
When specifying the start and/or end time on an Automation automation the system will show the time based on your current timezone settings after the page loads. For example, if you entered 5:16PM Eastern Standard Time (GMT-5) when you're initially setting up an Automation, and your timezone setting was Eastern Daylight Time (GMT-4), then the time that will be loaded on Step 3 once the page is reloaded (after a save, future edits) will be 6:16PM (GMT-4), which is shown according to your timezone setting. The time shown on this page whenever another user loads it will be according to the user's time zone settings in their profile.
Advanced Settings
Lead Liaison builds a contact list for every Automation created automation created only when the Send Email action is present in Step 2. Click the "Show The Advanced Settings " link to display section displays additional settings for your campaign. If a Send Email action is not present in your Automation automation then a "Build List' check box will be visible. Checking the Build List check box shows additional fields that apply to the Contact List created for the campaign. By default, information used to setup your Lead Liaison account is used.
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Once a Contact List has been built (either automatically or by using the Built List option) the Advanced Settings section will no longer appear. |
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Build List option appears when no Send Email action exists in the Automation
Default list options exist will appear when a Send Email action exists in the Automation 
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When using Segmentation the Build List option will always be present under Advanced Settings. Contact Lists will not be built by default with Segmentation unless this setting is checked. |