After the completion of building and testing your automation workflow, it will not be active until you schedule it. Depending on the type of campaign that will kickoff the automation, scheduling may vary, see below.
Note: if you attempt to schedule an automation that is not completed the software will take you to your workflow and error messages will appear on incomplete steps.
Note: all campaigns included in an automation will show on the automation dashboard rather than the Campaigns dashboard.
1. Kickoff campaign is a Triggered type
Hover over the draft automation and select 'Schedule' from the drop down that appears on the right hand side.
The schedule window will allow you to schedule the kickoff triggered campaign at the same time.
2. Kickoff campaign is a Regular type
Hover over the draft automation and select 'Schedule' from the drop down that appears on the right hand side.
The schedule window will allow you to also schedule the regular campaign at the same time.
3. Kickoff campaign is an Automated type
Hover over the draft automation and select 'Schedule' from the drop down that appears on the right hand side.
The schedule window will allow you to only schedule the activation of the automation because Automated campaign types are not scheduled. The next time the kickoff Automated campaign is initiated, the automation will start.
4. Kickoff campaign is a SMS type
Hover over the draft automation and select 'Schedule' from the drop down that appears on the right hand side.
The schedule window will allow you to also schedule the SMS campaign at the same time.
5. Kickoff is an Event (Enterprise Only)
Hover over the draft automation and select 'Schedule' from the drop down that appears on the right hand side.
The software will redirect you into your workflow and ask you to schedule a start date and time to begin looking for that event completion.
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