Automation Settings

Automated deployments can be set up to be created, and/or tested, and/or scheduled at prescribed times at pre-determined intervals.

Newsletters can be set up to run entirely on their own from creation through deployment. When an automated email is left to run on it’s own, it goes through the following steps at pre-set days/times (in this order)

1. Create job/log

2. Create campaign

3. Assign audience list

4. Test

5. Schedule

During the initial set-up, users can determine what day/time the system will generate the campaign as well as the interval between campaign creation, testing, and scheduling.

Enough time should be left between testing and deployment to allow for review and unscheduling/revising the HTML if needed.

Other options include:

• Automatically creating and testing a deployment but not allowing the deployment to be scheduled without intervention

• Automatically creating the deployment but not setting up the platform to generate a test or schedule the deployment

Please contact your customer service rep at Parameter1 to set up the initial settings for an automated deployment.

Automation Settings Access

Click on dropdown next to the name of your company in the top left corner and choose 'Manage Workspace'

If not displayed by default, choose 'Advertising' to bring up the Mindful Advertising menu options

Under Advertising, select Email Channels

All deployments will be displayed on the search dashboard in the center of the screen

Click on the name of the desired deployment to open the attributes screen

The automation settings will be on the right side.

Pause

• Checking 'Pause' will stop future campaigns from being created

• This will not impact campaigns that have already been created

• Uncheck this option to resume creating campagins at the next scheduled time

Auto Test

• When checked, a test will be deployed to a pre-set test list at the interval determined at set-up

Auto Schedule

• When selected, the deployment will be scheduled to deploy at a pre-determined day + time

• The deployment must be set to 'auto test' in order to use the 'auto schedule' option

• Note: deployments can be unscheduled at anytime prior to being deployed (Note: include Link to Deployment scheduling instructions)

Set Subject From Title

• When using a variable to pull in the subject line from the first story of the HTML (which is stored in the <title> tag, setting this field will pass the subject value to the ESP rather than simply passing the variable.

• This is primarily used in reporting from the ESP so the report shows the actual subject line vs the variable

Blackout Days

• Blackout Days can be used to set dates that the deployment should not go out (such as a holiday)

• Click on the field and click the date(s) on the calendar that the deployment should not be deployed.

Use the date the deployment would normally go out when choosing the blackout date(s). This will stop the campaign from being set up and the test from being sent (when applicable).

• There is no limit on how far in advance the blackout day(s) can be set

Blackout days can be used in order to change when the test is sent in one-off situations. For example, if a test is set to be sent on a holiday when no one will be available to review it but the deployment should still be sent, use the blackout day to cancel the automated deployment completely. Then set up a manual deployment for the date the campaign is supposed to go out and send a test/schedule the deployment manually.