Create A Scheduled Recurring AMR

Use the Scheduled Recurring automated message rule to send messages on a periodic basis.

About this task

For example, you might send out a coupon at the beginning of every month to contacts on a specific segment, such as "high value" or "at risk" customers. The type settings for the Scheduled Recurring automated message rule define the schedule specification that must be met for the automated message rule to send a message.

Note: You must allow 24 hours for your message to send after creating or updating a Scheduled Recurring AMR.

To create a Scheduled Recurring AMR:

Procedure

  1. Go to Automation > Automated Message Rules.
  2. Click Create New Automate Message Rule.
  3. Enter a name for the rule in the Name: box.
  4. Select Scheduled Recurring from the Select a type list.
  5. Select how often the message repeats from the Message Repeats list:
    • Hourly: The automated message rule will send a message each hour. You can specify a time of day on the next page.
    • Daily: The automated message rule will send a message daily. You can specify a specific time of day on the next page.
    • Every weekday: The automated message rule will only send a message on the weekdays. You can specify a specific time of day on the next page.
    • On selected days: Here, you can use the check boxes to select specific days to have the automated message rule send a message. You can specify a specific time of day on the next page.
    • Weekly: With the weekly option, you can specify a specific week that the automated message rule will send a message. You can specify a specific time of day on the next page.
    • Monthly: With the monthly option, you can specify a specific day of the month that the automated message rule will send a message. You can specify a specific time of day on the next page.
  6. Pick the List(s) and/or Segment(s) that will receive the message sent by the automated message rule:
    1. Use the Lists and Segments tabs to toggle between viewing all of your segments and all of your lists.

      Though changes to list membership are made in real-time, the number that indicates the number of active contacts on a list is updated nightly. Therefore, the numbers shown here might not reflect recent changes to list membership. However, any contacts added to or removed from the list will still be sent (or not sent) the message based on their list membership as appropriate.

    2. Check the box next to the list or segment that you want this automated message to send to.

    You can also use the search box to search all of your lists or segments.

  7. Click Next Step.
  8. Specify the Sender Options:
    • From Name: The from name, also called an alias, is the name that appears to the recipient of the message.

      The From Name, From Email Address, and Reply-To Address text boxes support the use of field tags, special tags, and content tags. For more information on these tags see either Message Tags or Content Tags.

    • From Address: The from address is the email address that your message will appear from.
    • Reply Address: The reply address is the address that the application will forward email replies to.
      Note: Reply Tracking also requires that the domain in the From line be the same as the domain of the originating email server. We also automatically add Sender Authentication when Reply Tracking is enabled. Because the application is sending your message, your From address changes to an address from our domain. Your site name is also included in the From address. You may change the email address where we will forward all email replies to.
    • Enable Sender Authentication: Checking the Enable Sender Authentication box will sign your message with DomainKeys/DKIM (an authentication method that can optimize your message delivery to Hotmail, MSN, and Yahoo! email addresses).
    • Enable Reply Tracking: Enabling Reply Tracking will store a copy of all email replies to your email messages on the Email Replies page. You may find this option convenient if you need someone other than the email address in the From line to read email replies, or if you simply want us the application to store email replies.
      Tip: For more information on email replies in the application, see Email Replies.
    Warning: Bad From Email addresses will be treated as a soft-bounces and you will still be charged for an email. It is up to you to make sure that if you are using special tags, field tags, or content tags in the from address, that they are replaced with valid email addresses. For more information on bounces, see Email Bounce.
  9. Pick the message that will be sent via the automated message rule.
    1. Click Pick Message.
    2. From the window that appears, search for the message you want to use.
    3. Click on the name of the message you want to use.
    4. Click Select.
  10. Set the Timing Options:
    1. Select the time of day you want the email to be sent from the Send email at list.
    2. Specify how many days you want there to be between the message being sent and the occurrence of the action you chose in step 6.

      If you want to send the automated message on the same day put zero in the day(s) text box.

    3. Check the Send on next weekday if this falls on a weekend box if you want the email to be sent on a weekday.
  11. Click
    • Optional: Advanced to set an expiration, delivery rate, and additional contact filtering options.
    • Verify Settings to review your automated message rule.

      If you click Verify Settings, skip to the last step.

  12. If you clicked Advanced: Set the Expiration options.
    • Click Continues forever if you want the AMR to continue indefinitely.
    • If you want the AMR to end, click Deactivate after, enter a number in the box, and select days, weeks, months, or years.

      The days begin counting when an automated message rule is activated, and are reset to 0 if the rule is deactivated and then reactivated. An automated message rule can also be manually deactivated at any time from the overview page for an individual automated message rule.

  13. If you clicked Advanced: Select a Delivery Rate from the Send Message list.

    Many major ISPs track a sender's reputation based on the number of unsolicited email complaints that they generate over a certain period of time. Spreading your delivery over time can help mitigate the impact of this issue, help ensure optimal deliverability, and mitigate traffic spikes on your website. For example, 20 unsolicited email complaints received over 8 hours, though certainly undesirable, will be a softer blow to your sender rating than the same 20 complaints received over 15 minutes.

  14. If you clicked Advanced: Set the Additional Contact Filtering criteria.

    For a Schedule Recurring AMR, setting Additional Contact Filtering criteria will apply further filters to the options you selected in step 6. For example, if you choose to send to list A in step 6, and then you choose List B as eligible recipient on this page, then the automated message rule will only send to contacts from list A that also appear on list B. Similarly, if you choose to send to list A and list C in step 6 of the wizard, and then choose list B as an ineligible recipient on this page, then only those contacts from lists A and C, who do not appear on list B will be sent a message via the automated message rule.

    • To make members of a list or segment exempt from receiving emails from an automated message rule, click the Ineligible Recipients tab. Then click either Lists or Segments tab and select the list or segment you want to be exempt.
    • To limit to automated message rule to only contacts on a specified list or segment, click Eligible Recipients tab. Then click Only contacts on Lists or Segments selected below are eligible to receive messages from this automated message rule, click either the Lists or Segments tab, and select the list or segment you want to limit the rule to.
  15. Click Verify Settings.
  16. Review the options you have set for your AMR and click
    • Go Back to return any of the previous steps.
    • Save As Draft to save but not activate the AMR.

      You can always activate your AMR from the main Automated Message Rule page. For more information see Activate Or Deactivate AMRs.

    • Save Activate to save all of the options you have selected and activate the automated message rule.

      Activating your automated message rule means that it will immediately begin sending messages based on the options you choose in the automated message rule wizard. When you deactivate an automated message rule, messages will no longer be sent using that automated message rule. Deactivating an automated message rule does not delete the automated message rule, allowing you to reactivate the automated message rule later on. If you want to delete an automated message rule, click Delete This Automated Message Rule.