Retention Campaign Actions

An action represents an individual communication or operation executed as part of a campaign. This may involve sending an email, SMS, push notification, or executing a webhook request to connect to additional third-party channels. Each action is defined by a set of parameters that determine its type, content, and scheduling.

Action Components

1. Action Type

• Definition:
  Specifies the form of the action.
• Options:
  • Email
  • SMS
  • Push Notification
  • Webhook

2. Action

• Definition:
  The specific action available for the selected action type.
• Configuration:
  Users can add an unlimited number of actions by navigating to the Actions option in the left navigation bar.

3. Schedule Options

These options define when the action will be executed:

• Right Away:
  Sends the message (or executes the webhook) immediately upon triggering.

• Specific UTC Time:
  Schedules the action to be sent as close as possible to a designated time based on Coordinated Universal Time (UTC).

• Specific Local Time:
  Schedules the action based on the customer's local time. The system continuously tracks local time via the JS SDK, adapting the schedule if the customer moves to a different country or state.

• Detect Optimal (Email Only):
  Automatically determines the best time to send an email by analyzing previous engagement patterns. If no optimal time is detected, the system defaults to the time specified in the Email Preferences.

4. Day

• Definition:
  Specifies the day on which the message should be sent.
• Configuration:
  • If set to "Any," the message is sent on the next available day according to the schedule.
  • If a specific day is selected (e.g., Tuesday) and the campaign is executed on another day (e.g., Friday), the message will be scheduled for the following Tuesday.
  • Note: Using this option in conjunction with a delay may postpone the message by several days.

5. Delay Period and Units

• Delay Period:
  Indicates the amount of time to wait between consecutive actions. For example, setting a delay period of 5 days means that the subsequent action is executed 5 days after the previous one. Leave this field empty to send actions consecutively without delay.

• Delay Units:
  Defines the units of time (e.g., minutes, hours, days) for the delay period.

This structured overview clarifies how actions are configured and scheduled within a campaign, ensuring that communications are precisely timed and effectively delivered.