Skip to main content
SmartRecruiters

Message trigger and schedule

Requires:
  • SmartRecruit
  • +
  • SmartCRM

 

Introduction

Every message has two settings that determine if and when it will be sent to each prospect in the campaign's audience: the message trigger and the message schedule. The message trigger decides if the message should be sent while the message schedule when it will be sent.

Once a message is triggered, we will check if it happened during a valid sending window, as this is determined by the message schedule. If it happened during this window, the message will be sent immediately. If it happened outside this window, the message will be sent once the window opens again.

Both settings are required in order to schedule or launch a campaign. 

Message trigger

When you set up the first message in the campaign, there are two available triggers:

  1. Immediately: The message will be triggered immediately when the prospect enters the audience.
  2. Delayed: The message will be triggered after the number of days you have selected.

026scheduleTrigger.png

You can learn more about how the campaign audience works here.

 

These two triggers are only available for the first message in a campaign. Each subsequent message in the campaign is triggered if the selected rule is true after a specified number of days. The available trigger rules include:

  • The number of days since the previous message was sent. 
  • The number of days since the previous message was opened. 
  • The number of days since the recipient replied to the previous message. 
  • The number of days since the recipient clicked on a link or on a button in the previous message. 
  • The number of days since the previous message was sent, but the recipient didn't open it. 
  • The number of days since the previous message was sent, but the recipient didn't reply to it. 
  • The number of days since the previous message was sent, but the recipient didn't click on any link or button. 

027scheduleTrigger02.png

Message schedule

The message schedule is the days of the week and the times in the day when the message can be sent, once it's triggered. For example, you might want the messages to be sent only on weekday evenings. To do so, you can select Monday to Friday, between 17:00 and 21:00.

028scheduleTrigger03.png

The time schedule is according to your time zone, as this is configured in your locale preferences.

Example

In our example, we launch a new campaign on the 10th of January at 8 AM in the morning. The campaign is scheduled to end on the 25th of January and contains 2 messages. The first message is triggered with a delay of 3 days and it's scheduled to be sent any day of the week, between 2 PM and 9 PM, while the second is triggered 5 days after the 1st message was sent and has the same schedule. 

Prospect 1: Jane Doe

  • Jane Doe, who was already in our community, will enter the campaign's audience exactly when the campaign is launched (10/Jan 8 AM).
  • The first message will be triggered 3 days after she joined the audience (13/Jan 8 AM). However, since it's not during the message schedule, it won't be sent yet. 
  • When the sending window is open again later on that day, the first message is sent to Jane (13/Jan 2 PM). 
  • 5 days later, the second message will be triggered. (18/Jan 2PM). Since it's triggered during the schedule we have defined for the second message, it will be sent immediately.

If we had selected not to send this message on the weekend, and either message was triggered on Saturday or Sunday, it would not have been sent until Monday, 2 PM.

Prospect 2: Joe Doe

  • Joe Doe was added to our community on the 18th of January, at 5 PM. He will enter the campaign's audience exactly at that moment. 
  • 3 days later, the first message will be triggered (21/Jan, 5 PM). Since this is during the message's schedule, the message is sent immediately. 
  • The next message is supposed to be triggered 5 days later, on the 26th of January. However, since our campaign is scheduled to end on the 26th, the second message won't be triggered for Joe, therefore it won't be sent. 

If a message is triggered but not sent yet because of the schedule, and the prospect is removed from the community, unsubscribes or exits the audience in the meantime, we will cancel the message and it won't be sent

 

For the sake of the example, we assume all prospects match the audience entry rules.