After the completion of building and testing your automation workflow, your automation will not be active until you schedule it. Scheduling options & settings will vary depending on the type of automation you create: Event, Email, Trigger, SMS.

You can schedule your automation from two points in the automation dashboard:

From the dashboard homepage

Hover over listed automation and click the down arrow on the "Edit" button. Choose "Change Status" from the menu.

Use the Status drop-down to change the status from Draft to Scheduled. Then, depending on the type of automation, there may be additional settings to configure, like using a calendar to set a day & time.

When done, click the "Save and Exit" button.

From the automation workflow

In the Schedule step of the workflow, use the Status drop-down menu to change the status from Draft to Scheduled. Then, depending on the type of automation, there may be additional settings to configure, like using a calendar to set a day & time.

When done, click the "Save and Exit" button.

Scheduling options by type of Automation

As mentioned, your scheduling options & settings will depend on the type of automation you created. Below we outline the possibilities:

Email/SMS Regular Campaign

• Change the automation status from Draft to Scheduled.
• Use the calendar to set a date & time to send the campaign that starts the automation workflow.
• When the regular campaign is sent, the automation will activate.
  
  
  

 Email/SMS Triggered Campaign or Automation type is Triggered

• Change the automation status from Draft to Scheduled.
• Use the calendar to set a date & time to send the campaign that starts the automation workflow.
• Configure additional settings to control how often the system will evaluate trigger.
• When the triggered campaign sends for the first time the automation will activate.
  
  
  

Triggered setting definitions

• Schedule send date: Set first time (day/time) the automation should be live and evaluate the trigger segment + trigger campaign to be sent.
• How far back do you want to check for contacts: At the next evaluation period, adjust how far back to look at data in the system. This setting can be used to go back in time to find contacts that match and should go through the automation.
• Send frequency: How often the trigger evaluation should check for matching contacts in the system.
• When the trigger runs, how soon should the recipient receive the email: After the trigger evaluate occurs (c above), determine how soon after (or before, depending on use case) the next email be sent to the contacts that matched.

Email Automated Campaign

Automated campaigns do not have scheduling options—they are either active or not active. The only option for scheduling is to change the automation status from Draft or Running.

The next time the automated campaign is sent, the automation will activate. 

Event

The date/time specified will activate the automation. On this date the system will continually search for contacts that match the criteria of the Event and pull them in.

Notes

1. Your options for scheduling automation will depend on your license. For more information about license packaging, please visit https://www.delivra.com/pricing or email our Client Success team.
   
   
2. An automation cannot be scheduled unless or until all steps within the workflow have been setup. If you attempt to schedule an automation from the automation dashboard that is not complete, the system will take open the workflow and error messages will appear on incomplete steps.