Scheduling a messaging run only

You can schedule a messaging to run a specific date and time, without requiring a trigger from a scheduled flowchart run. When you schedule a messaging run only, the messaging uses recipient data in the most recently uploaded recipient list.

Before you begin

Before you begin, confirm that all required changes to the recipient list referenced by the messaging are uploaded to HCL Unica by the time the messaging starts. You must also confirm that changes to the document referenced by the messaging are complete and that the latest version is published.

About this task

You schedule messaging run times according to the time kept on the server where you installed the Unica Platform. The scheduling wizard displays the current server time. This time might be different from your local time.

Procedure

  1. On the mailing tab of the messaging that you want to schedule, click Schedule This Mailing.
    A wizard opens to create the messaging schedule.
  2. On the Mailing Schedule page, enter a name for the schedule in the Schedule Name field.

    You can enter a brief description of the schedule.

  3. In the Schedule Run section, select Start on this date and time.

    Use the calendar to set the date of the messaging run. Use the drop-down fields to select a server time for the messaging run, to the nearest minute.

    Note: Server time refers to time kept on the server that hosts the Unica Platform. Refresh the screen to update the server time.
  4. To apply send time optimization, select Apply Send Time Optimization. Send Time Optimization helps the customers to deliver emails to recipients when they are most likely to open the message.
    Note: For Send Time Optimization to work when you schedule a messaging, ensure that you have executed the flowchart again from where OLT table is created, so that it updates the OLTPREFERREDSENDTIME and OLTTIMEZONE in OLT table for the users.
  5. On the Scheduling Options page, you can select the following options.
    • Lock the recipient list (OLT). This option is selected by default to prevent changes to the recipient list referenced by the messaging. Clear this option to allow changes.
    • Lock the Deliver document. This option is selected by default to prevent changes to the Deliver document referenced by the messaging. Clear this option to allow changes.
  6. On the Confirm Scheduling page, select the check boxes to confirm that each messaging preparation is complete. When done, click Schedule.

Results

When you finish, the mailing tab displays the date and time the messaging is scheduled to run.