5.21. Scheduling Actions

Log in the platform, open a workflow with data and actions, and click in the Actions link on the top menu. Sometimes the execution of the actions that produce personalized content (either text or a JSON object) need to be scheduled for some specific point in time and proceed without any instructor intervention. Choose one of these actions and in the Actions page click in the link More in the operations column. The first operation that appears is Schedule. Click on that link.

5.21.1. Scheduling Personalized Text Actions

If the action is a personalized text, the screen requests information to execute the action but including a field stating when to execute it.

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In the case of an action that produces personalized text, the scheduling needs a name, description (optional), the column that contains the email addresses, the date/time of the execution (in the future), the email subject, comma separated list of CC and BCC email addresses, the choice if a confirmation email is sent, the option to track the emails, and the possibility of checking the list of emails to see if any of themm should be excluded. After introducing this information the request to execute the action is submitted to the system.

5.21.2. Scheduling Personalized JSON Actions

If the action is a personalized JSON, the screen requests information to execute the action but including a field stating when to execute it.

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In the case of an action that produces a personalized JSON, the scheduling needs a name, description (optional), a column used to select/deselect the elements, and an authentication token to send to the destination platform.

5.21.3. Checking the scheduled execution

All the operations schedule for execution can be verified, edit and deleted from the link Scheduler through the top menu.

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