Campaign scheduling

If you’ve ever had to manage groups of templates for a particular campaign that had critical live times, then please keep reading as we think you'll love the campaign scheduling feature. As the name suggests, Dokio can schedule when a template goes live to users and also gets turned off for users. Whether it is a single template or a suite of multiple templates that needs to be active for a specific time period, they can all be managed easily via Campaign Scheduling.

So, no more manual activation and deactivation of templates every time a new campaign starts and ends because we know you’ve got much more important things to be doing at that time.

Let Dokio handle the hard work for you automatically. Simply set and forget!

How do campaign schedules work?

Each campaign you create can contain any number of templates and be set to go live to any number of user groups. Where it gets interesting, is that each campaign can then be set to go live on a particular date and time, and be turned off at any particular date or time. The date and time selected is universal and is respected by timezones set within your hub.

Within template settings, a template can be assigned to one or more campaign schedules, and also (if required) assigned to regular user group/s. If this is the case, people in the assigned user group/s will see the template all the time, yet the users within the campaign schedule will only see the template during the scheduled period.

Who can manage campaign schedules?

Any user who has been granted permission to manage campaigns in Access Levels, really. This would typically be an admin level user, but depending on how your hub is set up, this could be anyone. Perhaps maybe a person from one of your agencies. Generally, we would recommend if an access level that grants permission to upload templates, this might be the sort of user who could benefit from this feature.

The list of Campaigns displays the current status of a campaign as well as their start and end dates, which can be easily sorted. At a glance this will help users, particularly those with many campaigns on the go, understand where a campaign is at in its lifecycle.

How can I tell if a template is part of a schedule?

By clicking onto the Template settings, on the overview tab – within the ‘Visibility’ section, there are settings for ‘Use campaign scheduling’ and ‘Campaign schedules’. Respectively, each of these will give you an indication of:

Whether the template is set up to use campaign schedules, and
Which campaigns the template is part of

What happens when a campaign expires?

When a campaign reaches its end date/time, it simply gets hidden to users in relevant time zones. The status of templates contained within the campaign still remain active but are simply not visible to users. In fact, as long as a template has been flagged to use campaign scheduling, the template will continue to use the campaign settings.

At any time, a template can be set to ‘Deleted’ in the template settings. Particularly if an admin wished to decommission a template and no longer have it available. This will only remove that template from any campaigns that featured it. It will not disrupt any other templates within the campaign.

Importantly though, when a campaign does end, any outstanding drafts that haven’t been completed by templates within that campaign will be considered ‘expired’, and can no longer be exported. This is to protect the lifecycle of the campaign and ensure only the most current communications can be exported from Dokio.