The Schedule and Run page, Step 3 of the Automation Configuration Wizard, allows marketers to run campaigns immediately or pre-configure campaigns and schedule them to run at a later date. The ability to schedule campaigns for execution at some point in the future is handy as it enables marketers to run campaigns in a set-it and forget-it mode. For example, say it's mid-January and your company is discussing the possibility of attending a trade show scheduled for March 15th. If you know you'll be following up with prospects two days later then you can schedule the automation campaign to run on March 17th. As a marketer you're instantly prepared and can share your strategy ahead of time with the rest of your organization.
Contact Lists are built automatically if the 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. |
Below is a list of the specific settings on the Schedule and Run page.
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
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
When specifying the start and/or end time on an 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.
Lead Liaison builds a contact list for every automation created only when the Send Email action is present in Step 2. The Advanced Settings section displays additional settings for your campaign. If a Send Email action is not present in your 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.
Let's look at an example to better understand how these settings are used. Say you're building a lead nurturing campaign that continuously runs and has a Send Email action as part of the campaign. The Send Email action will use the Lead Owner's name and email address by default; however, if you select "Use Default" (settings within Send Email action) then the information in the Advanced Settings section will be used when sending an email message to your prospect. In this example, the email will be sent from Bob Sanders with an email address of info@ourcompany.com if "Use Default" was set in the Send Email action.
To be alerted every time an email message is sent to a prospect by your campaign check the "Notify List Owner" check box.
If several prospects will receive email messages then multiple notification emails will be sent. We suggest only checking the notification box if you're confident only a small number of prospects will be affected/sent emails by your campaign; otherwise, you'll get inundated with emails from the system. |
Once a Contact List has been built (either automatically or by using the Built List option) the Advanced Settings section will no longer appear. |
Build List option appears when no Send Email action exists in the Automation
Default list options will appear when a Send Email action exists in the Automation
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. |