Scheduling Notices and Surveys
You can also choose to schedule your engagements(survey, quiz or notice) to be sent out at recurring intervals or after a specified time or event to a targeted group of contacts. Within the Echo Mobile platform you can setup two types of events.
Accessing Schedules
From the Left hand menu, navigate to Groups
Click on the desired group in the sub menu
Go to Schedule
Within the Echo Mobile platform you can set up two types of events;
Calendar Event
Calendar Events which allows you to set up an event to send out an engagement (survey, quiz or notice) to go out on specified frequency i.e daily, weekly, monthly, yearly or once at a certain time. This feature under group settings.
To create a Calendar Event, do the following:
Go to the Schedules by following the steps under Accessing Schedules above
- Click on “Add Calendar Event”
- Enter the desired event title
- Select the desired interval you wish the event to run on.
- Select the desired time for the event
- Setup the desired filters i.e Labels or Custom field values that you can use to drill down to a targeted set of contacts in the group
- Select the desired survey or notice that you wish to send out.
- Once you have set-up the desired parameters for the calendar event, click on to "Save Schedule" to save the event.
Relative Event
Relative Events allows you to set up an event to send out an engagement (survey, quiz or notice) to go out a specified number of days until or since a certain date. This feature under group settings
To create a Relative Event, do the following
Go to the Schedules by following the steps under Accessing Schedules above
- Click on “Add Relative Event”
- Enter the desired event title
- Select time-frame you would like this event to run
- Setup the desired filters i.e Labels or Custom field values that you can use to drill down to a targeted set of contacts in the group
- Select the desired survey or notice that you wish to send out.
- Once you have set-up the desired parameters for the relative event, click on to "Save Schedule" to save the event.
Deleting an Event
If you wish to remove an event from your list of events setup within your schedules, you can do this from the desired group's schedules page.
To delete an event, do the following:
Go to the Schedules by following the steps under Accessing Schedules above
- Click on the additional menu
- Click on "Delete Event"
- Click on to "Save Schedule" to changes made
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