Holiday Sendout Series
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    Holiday Sendout Series

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    Article summary

    Scenario​

    Create a series of related sendouts leading up to a major holiday. You will use the same prepared message to send all of the holiday emails.

    Benefits​

    • Send a series of related messages using the same prepared message

    Procedure​

    A) Create a prepared message ​HolidaySeries​.

    B) Create a time-based automation that sends the email every week, using the same prepared message every time.

    A) Create a Prepared Message​

    ​HolidaySeries​

    Create a new message with the name ​HolidaySeries​.

    Save the message in the system as a prepared message. For more information, see ​Save Draft as Prepared Message​.

    This prepared message is used for all 6 sendouts. Each week before sendout, edit the prepared message in the ​Prepared Message Overview​ window.

    B) Automate Weekly Sendout​

    1. In the ​Automation​ area, create a new whiteboard.

    2. Drag 1 ​Time​ module and 1 ​Time-based job​ module onto the whiteboard.

    3. Drag and drop between the   symbols to connect the modules.

    4. Define the module settings as follows:

      Time Module

      Field

      Entry

      Date

      ​Recurring Date​

      Time

      Define the desired day and time of sendout.

      Period

      Week(s)

      Value

      1

      Start Date

      End Date

      Select a start date and end date for sendout. If you do not select an end date, CEP will continue to send the holiday messages without stopping!


      Time-based Module

      Field

      Entry

      Job

      ​Send Prepared Message to Group​

      Message

      Select the prepared holiday message.

      Group

      Select the sendout group.

    5. Click ​Next​.

      ⇒ The ​Whiteboard​wizard opens to step two.

    6. Define the desired time frame and notifications.

    7. Click ​Activate​ to immediately activate the whiteboard. Only active whiteboards are executed by the system.

      ⇒ The whiteboard is saved and activated. The automation has the status ​Running​ if the start date is immediate and ​Scheduled​ if the start date is in the future.

    Each group sendout of the prepared message appears separately in the ​Outbox​ and the ​Statistics​. Each group sendout is assigned a new, unique MID. Each sent message is stored and visible in the ​Outbox​. No message content is deleted. This ensures that you still have a record of every sendout of the prepared message.


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