Scheduled Jobs

1. Enter a name in the text field for a job.

2. Click+ Create.  This pulls up the Edit Scheduled Job pop-up.

In the Edit Scheduled Job pop-up:

      3.       Type in a Label (name of the job).

      4.       Type in a Description.

      5.       Select a Recurrence:

• Repeat: Reminds the job based on the allocated schedule.

• Once: Reminds the jobs once to the customer.

• On-Demand: Reminds the jobs when requested by the customer.

     6.       Enter the frequency and time in the Schedule Composer.

     7.       Click and select a Time Zone from the drop-down.

     8.       Turn On or Off if the Scheduled Job is Active.

     9.       Click Log every run and select Yes or No for Scheduled Jobs to be logged.

    10.      Click Priority and select either Default or High.

    11.      Type in emails to notify in the Notifications Emails field.

    12.      Choose the Calendar Background color.

    13.      Click the Action Type drop-down.

    14.      Select an Action Type.

    15.      Click Save.

Search for an existing scheduled job and modify its settings.

• Grant Rewards, Offers, and Gift Cards.

• Send a message to the member who is evaluated to be part of the audience for the job.

Note that once Grant Anniversary is selected, additional parameters to then define the Grant Anniversary action are displayed. More information is as follows:

Grant Anniversary Action

The Data Search Strategy has the following options:

• Future: Checks the day and month part of a date value.

• Past: Checks the day, month, and year parts of a date.

For cases where only the day and month are checked(i.e., cases issuing an offer or reward for a member's birthday), the proper option to select is Future. Cases where the birthday day/month is in the future, the Padding Days value should be a positive value, e.g., 7, which would represent a birthday that occurs 7 days in the future. Cases where the birthday day/month is in the past, the Padding Days value should be negative, e.g., -7, which would represent a birthday that occurred 7 days in the past, relative to when the job runs.

For cases where the day, month, and year are checked (i.e., to issue an offer or send a message a certain number of days after program sign up), the proper option to select is Past. The Padding Days value should be positive, e.g., 3, which would represent a signup date 3 days in the past.

To define the Grant Anniversary Action customization page that appears below the Edit Scheduled Job:

1. Click on the Message field to create a Loyalty message with the action.

2. Click and select a Data Attribute.

3. Enter a value for Padding Days. You can also click on the up and down arrows to increase or decrease the value respectively.

4. Click on Data Search Strategy and select Future or Past.

5. Click on Refresh Segments drop-down and select to refresh every time a job runs or follow the refresh threshold defined in your Program Settings.

   Note on Custom Parameters: No configuration is needed for custom parameters at this time, so you may disregard this section.

6. Click Save. 

Note: Information about the other fields contained in the Edit Scheduled Job pop-up can be found in the Create a Scheduled Job section above.

The Padding Days and Data Search Strategy approach is used to evaluate absolute dates like Member Since, the date the member enrolled in the loyalty program. The system issues rewards and/or sends messages only once on a specified number of days from the date on the member’s profile.

To define the Tier Expiration:

1. Once you click on the Action Type: Tier Expiration, the Tier Expiration Action Parameters will appear.

2. Click All Members and select Yes or No from the drop down.

3. Click Members and type in the Member ID and type in the Member ID this applies to.

4. Click All Schemes and select Yes or No from the drop down.

5. Click Schemes and type in the Tier Schemes you want to schedule an expiration.

6. Click Save.

The Batch Merge Accounts Action Type allows you to batch process Member Profile merges by uploading a file containing the Member Profiles to be merged. This feature automates and simplifies the process of merging Member Profiles via a file drop with minimal manual input. For more information on this Action Type, please see the Merge Member Profile Guide.

The Instances tab on the Scheduled Job Details screen serves as a detailed log of all job runs, including both successful and unsuccessful attempts, regardless of whether a file was processed. This feature is especially useful when files have been picked up and processed, as they then become available on this tab. You can download these files for a variety of purposes, including inspection or troubleshooting. To view a job execution:

1. Select Admin from the top navigation bar, then select Jobs > Scheduled Jobs from the side navigation menu.

2. Search for and select the desired Scheduled Job. The Scheduled Job Details screen is displayed, with the Definition tab selected by default.

3. Select the Instances tab.

1. Search for an existing scheduled job

2. Drill down into the scheduled job details and click on the “Run Now” button to immediately execute the job.

 Note: The “Run Now” button is not available for scheduled jobs that can run only “Once” and have already run.

The Refresh Wallet Pass action type provides users with a simple, automated means by which to process a Wallet Pass refresh. This feature eliminates the need for manual steps such as exports, imports, and associated triggered actions required to complete the refresh.

1. Click on an existing scheduled job or create a new scheduled job.

2. From the Action Type dropdown list, select Refresh Wallet Pass.

3. The new action type will enable Refresh Wallet Pass Action parameters. Fill in the field for Wallet Pass.

4. Click the +Add button to enter custom parameters. Note that the parameter with_changes = true must be entered for this scheduled job. Continue to add Custom Parameters as needed.

5. Click Save.