Configure a Keitai Campaign: Sending

To establish the time zone used for all scheduling activities related to this Campaign:

1. In the Tool Ribbon, click Options > Set Time Zone. The Set Time Zone dialog box is displayed.

2. From the Time Zone drop-down menu, select the desired time zone.

3. Click Ok.

Enforcement of the double opt-in is managed at the Sender Profile level. A Sender Profile can be configured with an optional Requires Confirmation parameter. When this parameter is enabled, all Campaigns deployed using this Sender Profile will check the consumer's double opt-in status before sending that consumer a message.

Note: Configuring a Sender Profile to enforce the double opt-in status requires Administrator-level access to Cheetah Digital. Please speak with your Client Services Representative for assistance on configuring your Sender Profile.  

If using the double opt-in process, you typically need to send a Confirmation request message to a consumer who has submitted their registration (either via a Web Form or an Email Submission Handler). However, the consumer's status at this point in the process is still Not confirmed because they have not yet confirmed the registration. In order to deploy messages to an unconfirmed consumer, the platform offers an override feature within the Sending section on the Campaign screen. This feature is intended primarily for this use case, when trying to send confirmation messages to unconfirmed consumers.

Enabling the override feature for Confirmation emails

Within the Sending section, place a check mark in the Confirmation Email check box. Please note that this check box is enabled only if the selected Sender Profile for this Campaign has been configured to Require Confirmation.

For more information on the email double opt-in process, please see the Email Submission Handler Help topic.

In the Message building phase, the platform identifies the intended recipients of the Campaign, identifies all the possible content variations based on the Dynamic Content options used in the Campaign, and determines the Personalization values based on any Personalization fields used in the content. The steps in this first phase are often collectively referred to as the queue process.

In the Message sending phase, the system merges together the data and the content in order to assemble the final messages. These messages are then transmitted to the recipients.

Note: For more details on the Campaign scheduling options available in Cheetah Digital, please see Campaign Scheduling.

Send schedule

The Send Schedule consists of the following parts:

• Send Schedule Start -- Defines when you want to start the Send Schedule to go live -- either immediately after the Campaign is launched, or at some specified date and time in the future.  You can also set an end date / time when you want to stop sending messages.

• Send Frequency -- Define a frequency when the platform will send messages. If the platform doesn't complete the sending process within a single interval, the remaining recipients will stay queued until the next frequency interval.

• Send Window -- Defines a limited daily time range, or window, during which time the platform will send messages. If the Campaign doesn't complete the sending process during the Sending Window, the remaining recipients will stay queued until the next window. Or, you can select to send messages all day long, without the use of a Sending Window.

To define the Send Schedule:

1. Next to Send Schedule, select either:

   • If you want the Send Schedule to go live immediately when the Campaign is launched, select Start after Queueing.

   • If you want to set a custom start date / time at some point in the future, select Start on, then enter the start date and time for the Send Schedule.

Note: For a Regular One-off Campaign, the Start on option is selected by default, which prompts you to specify a Send Schedule start date and time; this default configuration is designed to prevent accidental message deployments. 

2. Optionally, click Advanced Options to expand it.

3. Define the send frequency:

   • Daily: Enter an interval (every X days).

   • Weekly: Select one or more days of the week.

   • Monthly: Select a specific number (15th of the month, for example), or define a business rule to calculate a date (second Tuesday of every month, for example).

   • Yearly: Select a specific month / date (January 15th, for example), or define a business rule to calculate a date (second Wednesday in August, for example).

Some channels allow you to define a Send Window, during which time the platform will send messages, in which case:

4. Select the time of day when messages are sent:

   • To send all day long, select the Send All Day tab.

   • To define a Send Window, select the Send Only Between tab. Enter a specific start time and end time.

   • To use the Stop Night Delivery (SND) feature, select the Send All Day and Stop at Night tab. The SND feature allows you to automatically suspend message delivery during the night, and then optionally resume again in the morning. When you select this tab, you'll see the start and stop times for your sending window; these times are configured at the client level by an Administrator, and can't be edited. Select what you want to do with any unsent messages:

   • To resume sending all unsent messages at the beginning of the next sending window, select the And carry over the next day radio button.

   • To delete all unsent messages, select the And no carry over the next day radio button.

Note: Stop Night Delivery must be enabled for a Sender Profile. For more information on enabling this feature, please speak to your Customer Service Representative.

5. By default, the Campaign's Send Schedule will run indefinitely, until the Campaign is stopped or cancelled. Optionally, to enter a Send Schedule end date, select Stop Sending On, then enter the end date and time. 

Note: If the Campaign does not complete sending during a Send Window, the remaining recipients will stay queued until the next window. 

Advanced queue schedule

To define the Advanced Queue Schedule, next to Advanced Queue Schedule, select either:

• If you want the Queue Schedule to begin immediately when the Campaign is launched, select Begin immediately (this option is selected by default).

• If you want to set a custom start date / time at some point in the future, select Begin on, and select one of the following options:

• To set a specific start date and time, select Date from the drop-down menu, then select a date and a time.

• To set a start date relative to the Send Schedule (for example, two hours before the Send Schedule start), select Relative Date from the drop-down menu. Enter a value, then select either Days or Hours.

In the Message building phase, the platform identifies the intended recipients of the Campaign, identifies all the possible content variations based on the Dynamic Content options used in the Campaign, and determines the Personalization values based on any Personalization fields used in the content. The steps in this first phase are often collectively referred to as the queue process.

In the Message sending phase, the system merges together the data and the content in order to assemble the final messages. These messages are then transmitted to the recipients.

Send schedule

The Send Schedule controls when the Send Schedule is initially determined to be active, or to go live.  Please note that the Send Schedule start time controls ONLY the first deployment of the Campaign. All subsequent deployments after the first one will be controlled by the Recurrence Schedule Frequency (described below).

To define the Send Schedule, next to Send Schedule, select either:

• If you want the Send Schedule to go live immediately when the Campaign is launched, select Start after queueing (this option is selected by default).

• If you want to set a custom start date / time at some point in the future, select Start on, then select a date and a time.

Note: The Advanced Options displayed beneath the Send Schedule are not used within a Date-triggered Campaign.

Recurrence schedule

Once the Send Schedule in a Date-triggered Campaign is live, the Recurrence Schedule is used to control all subsequent message building and sending phases. The Recurrence Schedule consists of the following parts:

• Recurrence Schedule Start: This component controls when you want the Recurrence Schedule to be active, or to go live. You can either select Immediately, meaning the Recurrence Schedule will go live immediately after the Campaign is launched, or you can set a start date / time in the future. You can also optionally set an end date / time for the Recurrence Schedule, or let the schedule run indefinitely (until the Campaign is stopped or cancelled).

• Recurrence Schedule Frequency: Once the Recurrence and Send Schedules are live, this component controls when, and how often, the Campaign will build and send messages.

• Recurrence Schedule Window: This component allows you to define a limited time range, or window, during which time the platform will build and send messages. If the Campaign doesn't complete the process during the Recurrence Schedule Window, the remaining messages will get built and sent during the next window.

To set the Recurrence Schedule:

1. Next to Recurrence Schedule, select either:

   • If you want the Recurrence Schedule to go live immediately when the Campaign is launched, select Begin immediately (this option is selected by default).

   • If you want to set a custom start date / time at some point in the future, select Begin on, then select a date and a time.

2. Define the Recurrence Schedule Frequency:

   • Daily: Enter an interval (every X days). The default setting is every 1 day.

   • Weekly: Select one or more days of the week.

   • Monthly: Select a specific number (15th of the month, for example), or define a business rule to calculate a date (second Tuesday of every month, for example).

   • Yearly: Select a specific month / day (January 15th, for example), or define a business rule to calculate a date (second Wednesday in August, for example).

3. Define the time of day when messages are created and sent. The default option is once a day, at 9:00 AM.

   • Once a day: Select the time of day when the system should create and send messages.

   • Several times a day:

     • Define the daily frequency for when the system should create and send messages.

     • Optionally define a Recurrence Schedule Window, during which time the system will create and send messages.

4. By default, the Campaign's Recurrence Schedule will run indefinitely, until the Campaign is stopped or cancelled. Optionally, to enter a Recurrence Schedule end date, select Stop Building On, then enter the end date and time.

In the message building phase, the platform identifies the intended recipients of the Campaign, identifies all the possible content variations based on the Dynamic Content options used in the Campaign, and determines the Personalization values based on any Personalization fields used in the content. The steps in this first phase are often collectively referred to as the queue process.

In the message sending phase, the system merges together the data and the content in order to assemble the final messages. These messages are then transmitted to the recipients.

Send schedule

Send Schedules are used to control the message sending phase. The Send Schedule consists of the following parts:

• Send Schedule Start -- Defines when you want the Send Schedule to go live  -- either immediately after the Campaign is launched, or at some specified date and time in the future.  You can also set an end date / time when you want to stop the Send Schedule.

• Send Frequency -- Once the Send Schedule has started, the send frequency defines when, and how often, the system deploys messages. The send frequency is intended for use only in Event-triggered Campaigns, which can deploy repeatedly (i.e., when they're triggered). The default send frequency for Event-triggered Campaigns is: daily, every day, all day long.

• Send Window --  Some channels allow you to define a limited daily time range, or window, during which time the platform will send messages. If the Campaign doesn't complete the sending process during the Sending Window, the remaining recipients will stay queued until the next window. Or, you can select to send messages all day long, without the use of a Sending Window.

To define the Send Schedule:

1. Next to Send Schedule, select either:

   • If you want the Send Schedule to go live immediately when the Campaign is launched, select Start after queueing (this option is selected by default).

   • If you want to set a custom start date / time at some point in the future, select Start on, then select a date and a time.

2. Optionally, click Advanced Options to expand it.

3. Define the Send Frequency:

   • Daily: Enter an interval (every X days).

   • Weekly: Select one or more days of the week.

   • Monthly: Select a specific number (15th of the month, for example) or define a business rule to calculate a date (second Tuesday of every month, for example).

   • Yearly: Select a specific month / date (January 15th, for example) or define a business rule to calculate a date (second Wednesday in August, for example).

4. Some channels allows you to define a Send Window, during which time the platform will send messages. If the Campaign does not complete sending during a Send Window, the remaining recipients will stay queued until the next window. Select the time of day when messages are sent:

   • To send all day long, select the Send All Day tab (this option is selected by default).

   • To define a Send Window, select the Send Only Between tab. Enter a specific start time and end time.

   • To use the Stop Night Delivery (SND) feature, select the Send All Day and Stop at Night tab. The SND feature allows you to automatically suspend message delivery during the night, and then optionally resume again in the morning. When you select this tab, you'll see the start and stop times for your sending window; these times are configured at the client level by an Administrator, and can't be edited. Select what you want to do with any unsent messages:

   • To resume sending all unsent messages at the beginning of the next sending window, select the and carry over the next day radio button.

   • To delete all unsent messages, select the and no carry over the next day radio button.

Note: Stop Night Delivery must be enabled for a Sender Profile. For more information on enabling this feature, please speak to your Customer Service Representative.

5. By default, the Campaign will send messages indefinitely, until the Campaign is stopped or cancelled. Optionally, to enter a Send Schedule end date, select Stop Sending On, then enter the end date and time.

Advanced queue schedule

The Advance Queue Schedule controls the message building phase. The Queue Schedule consists of the following parts:

• Queue Schedule Start -- Defines when you want to start the Queue Schedule to go live -- either immediately after the Campaign is launched, or at some specified date and time in the future. You can also set an end date / time when you want to stop building messages.

• Queue Schedule Frequency -- Once the Queue Schedule has started and is considered live, the frequency defines when, and how often, the system builds new messages.

• Building Window: Define a limited time range, or window, during which time the platform will build messages. If the Campaign doesn't complete the building process during the Building Window, the remaining messages will get built during the next window. 

To define the Advance Queue Schedule:

1. Next to  Advanced Queue Schedule section, select either:

   • If you want the Queue Schedule to go live immediately when the Campaign is launched, select Begin immediately (this option is selected by default).

   • If you want to set a custom start date / time at some point in the future, select Begin on, then select a date and a time.

2. Define a custom Queue Schedule Frequency:

   • Daily: Enter an interval (every X days). The default setting is every 1 day.

   • Weekly: Select one or more days of the week.

   • Monthly: Select a specific number (15th of the month, for example) or define a business rule to calculate a date (second Tuesday of every month, for example).

   • Yearly: Select a specific month / date (January 15th, for example) or define a business rule to calculate a date (second Wednesday in August, for example).

3. Define the time of day when messages are created:

   • Immediately:  The system creates messages immediately after the triggering event occurs (this is the default setting).

   • Once a Day: Select the time of day when the system should create messages.

   • Several Times a Day: Define the daily frequency for when the system should create messages.

4. Optionally, using the Don't Run Before and Don't Run After drop-down menus, define a Building Window during which time the system will create messages.

5. By default, the Campaign will build messages indefinitely, until the Campaign is stopped or cancelled. Optionally, to enter a Queue Schedule end date, select Stop Building On, then enter the end date and time.

If your Campaign contains split cells, the selected flow rate is applied to every cell in the Campaign, which may result in a higher total flow rate than desired; the selected flow rate is NOT divided between the cells. As an example, let's say your Campaign has three cells, and you set the flow rate to 300K / hr. This flow rate is applied to each of the three cells, resulting in a total message send rate of 900K messages per hour.

To set a hard limit on how many messages are deployed per hour:

1. In the Tool Ribbon, click Options > Add Per-Hour Send Limit. The system adds a Per Hour Limit field within the Sending section.

2. In the Per Hour Limit field, enter the maximum number of messages -- in increments of 500 -- that you want sent per hour.

Note: If you enter a number that is not an increment of 500, then the application defaults to the next highest increment of 500.