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You are here: Marketier > Managing Email Campaigns in Marketier > Adding or Editing Email > Email Wizard Step 5 - Schedule

Email Wizard Step 5 - Schedule

In the Review and Schedule step you specify the email:

The checklist on the left will remind you if you have skipped a step, such as a text only email or an unsubscribe link.

 

ClosedScheduling Email Date and Recurrence

Specify the email start date and time and recurrence options as described in the tables below.

Don’t forget to add the recurrence options if you want to send the email more than once. 

To see the recurrence options, click on the Arrow next to Show Recurring Delivery. 

 

Setting

Description

Send Date

Enter the date on which the email starts, that is, when iAPPS Marketier first sends this email message to recipients.

Click the calendar icon or enter a date in 00/00/0000 (Month/Day/Year) format.

Send Time

Specify the time of day iAPPS Marketier sends the email message to recipients. You can choose the time zone you want publishing to operate on.

Specify the email recurrence options and end date as described in the following table.

Settings

Descriptions

Daily

Click this radio button to select this option when:

- Email starts and ends on same day - runs only once.

- Email set to run over a period of time and you want to send this email to any new recipients added to contact list each day.

Weekly

Click this radio button to send email weekly.

Monthly

Click this radio button to send email monthly.

Yearly

Click this radio button to send email yearly.

Every # day(s)

Click this radio button to specify an interval between days on which iAPPS Marketier sends email to recipients.

Every weekday

Check days of the week to function with a Daily or Weekly, setting to refine the frequency on which iAPPS Marketier sends email to recipients.

Day/Every/Month

Month and Yearly settings allow you to specify the day of the month and (for Yearly) the month in which emails are sent.

No end date

Click this radio button when you want email to run indefinitely.

End after # occurrences

Click this radio button when you want email to run according to other settings but for emails to be sent a limited number of times.

When editing an active email, Marketier displays under this option the number of times this email has already run.

End by

Specify the last date on which you want to send this email to recipients.

Click the calendar icon or enter a date in 00/00/0000 (Month/Day/Year) format.
ClosedSelecting a Workflow

Next, select a workflow, if necessary. Workflows require that a user in the capacity of a given role (such as approver or publisher) to take a necessary action before the email moves to the next step in the workflow.

You cannot create a workflow here; you can only select an existing workflow. If you need a unique workflow for an email, create the workflow prior to the email.  If you need to add a new workflow, click Save as Draft and switch to the Administration menu to set up the workflow before returning to the email wizard.

To select a workflow for this email:

  1. Click the Select Workflow drop-down arrow to view a list of workflows.

 

  1. Click a workflow from the list to select it.
ClosedAdditional Delivery Options

There are a few additional delivery options for you to decide as well.  For example, you can send an HTML email only, a text email only or both, as well as choosing the order. Generally you will want the delivery order to be HTML first.

 

In addition there are options on the conditions to send multiple emails.  You might want each email to go to a recipient only once, or you might want to send it multiple times.  The table below outlines options and the situations in which they work best.

These settings accommodate a recipient list that changes during the email run period.

Setting

Description

Only send this email to recipient once.

Click checkbox to select this option when:

- Email starts and ends on same day - runs only once.

- Email set to run over a period of time but you want all recipients to receive this email only once, that is, you want subsequent runs to include only new contacts that have not already received this email.

Use snapshot of first run recipient list (i.e., do not auto-update lists before each run).

Click checkbox to select this option when:

Email set to run over a period of time but you want subsequent emails sent only to previous recipients and not sent to new recipients who were added to the contacts list after email start date.

Only send email to recipients that have not triggered watches.

Click checkbox to select this option when:

Email set to run over a period of time but you want subsequent emails sent only to recipients who have not responded to email as measured by whether this recipient triggered a Watched Event for this email.

This option is only valid if your iAPPS installation includes iAPPS Analyzer.

Completing the Email

When you finish setting up the email, you can either:

 

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