How to set multiple outbound schedules for the same campaign using the Group By feature
Overview
The GROUP BY feature helps you separate your data upload into groups. The groups you create are based on a unique custom value that is common to multiple contacts (e.g. PostCode in the example below). So when you configure a campaign, you can create multiple schedules for each of the groups you've created. For example, you can:
Send the same bot to different groups of contacts, but you want to do it at specific times for each group.
Send a different Bot to each group of contacts at the same time.
Send a different bot to each group of contacts at different times for each group.
Many of our clients, for example those with multiple sender names (brand names), find this function very useful: they can segment their contact list into different groups based on the assigned brand
How do I set groups?
First, make sure you've created a campaign file similar to the one below. You have to include the field names where there are the values that you will use to create your groups, (in my case PostCode). After that, navigate to the campaigns screen and start setting up a daily campaign.
For larger files, (+100 entries) you can set the file template with just a few entries and only the groups you need. Once the campaign and group schedules have been created, you can add additional contact data to the file before activating the campaign. Webio
When setting up a daily campaign, on the FIELD MAPPING screen, in the GROUP BY field, select the field name under which you want to create your groups, then continue with the normal campaign setup and click NEXT.
On the next screen:
- Select 'Per Group'.
- Choose the name of your first group schedule,
- Click 'Set a schedule'
- 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.-
- Click on 'Add' to create new groups or 'Remove' to delete existing ones.
- 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 each group its own Bot. I also need to move conversations in the dedicated queue depending on the contact's group.
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.
That way, when I set up the outbound schedules, I can assign each of them its own Bot, and move the conversation to the right queue.
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