How To Set Multiple Schedules For The Same Campaign Using The Group By Feature

How To Set Multiple Schedules For The Same Campaign Using The Group By Feature

Overview

The 'Group By' feature helps you organize your data in groups based on customers that share a same value (E.g. PostCode in the example below). 
This feature is very useful for instance if you want to send the same Bot to different groups of customers, but you want to do so at different hours and days per each group. Or, you can even send a different Bot to each group maybe at the same or different time and days.
                                                                     



















Many of our customers, that for instance, have multiple sender brandnames find this feature very useful: They can split their records based on the brandname assigned to each customers and have a dedicated Bot and schedule sent to a group of customers that share the same brandname.












How It works?

Thanks to this feature you can create as many schedules for each on the groups you have configured on your file.

First, ensure you have created a file similar to the one below, with a column that lists, for each row of data, the groups you need (in my case PostCode)






For bigger files, (+100 entries) you can set a template with few entries and just the groups you need. Once the campaign and the group schedules are created, you can add the additional records to your file before having the file dropped and the campaign activated. 
This feature is very useful for instance if you want to send the same Bot to different groups of customers, but you want to do so at different hours and days per each group. Or, you can even send a different Bot to each group maybe at the same or different time and days.

Also many of our customers that for instance, have multiple sender brandnames. They can split their records based on the brandname assigned to each customers and have a dedicated Bot and schedule sent to a group of customers that share the same brandname.



While configuring your Daily Campaign, in the Field Mapping screen, choose in the 'Group By' field, the Fieldname you want the feature to branch on. 

Map your fields as required and make sure to have selected the fieldname you want to branch on in the 'Group By' field. Click on NEXT.












On the next screen:
  1. Select 'Per Group'.
  2. Choose the name of your first group schedule,
  3. Click 'Set a schedule'
  4. Set the time and the Bot you want to send sent out with that schedule then click Create Schedule. Your new schedule will be added to the list.- 
  5. Click on 'Add' to create new groups or 'Remove' to delete existing ones. 
  6. Repeat  Point 2 for each of new group you are going to create.
Once you are happy with your schedules configuration, simply click 'Complete Import And Schedule Creation".

Example

Considering my Campaign file below , I want to group my records by "PostCode" and send, to each of the group, their own Bot. Also I need to have the conversations moved in a dedicated group Queue.

 



             


To do so, I first have created three different Queues.



I also created, three slightly different  copy of the same Bot, each one pointing to its own Queue.
                   
This way, when I'll be configuring outbound schedules, I can assign to each one of them their respective Bot and once the Campaign is out I'll have all my conversations sent to the Queue I have created for that group. 





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