Template Recurrence tab

The Recurrence tab establishes properties for a recurring campaign. Recurring campaigns reference a basic workflow; you can set up recurrence properties to define how many times the basic workflow should recur.

Depending on permissions, users can modify recurrence properties when they create or edit a Corporate Campaign, On-Demand Campaign, or List. If they do so, all tasks in the workflow are replaced by new tasks, with dates that are calculated based on the new recurrence properties.

This tab is displayed in both templates and in the actual instance of a Corporate Campaign, On Demand Campaign, and List. When you create a template, you can access this tab only after you create a Workflow template.

The Recurrence tab contains the following settings:


Property	Description
Campaign Workflow Type	Specifies whether the workflow used by the Corporate Campaign, On-Demand Campaign, or List contains a recurring stage. Options are: Nonrecurring Recurring If you select Recurring, the properties on this tab are applied to the stage in the Workflow that is marked for recurrence. Note: Recurrence properties that you set up here can apply to only a single stage of a workflow.
Frequency	Specifies the recurrence pattern. Options are: Daily-Occurs on a daily basis. When you select Daily, you must specify the number of days between each occurrence of the workflow or workflow stage. Weekly-Occurs on a weekly basis. When you select Weekly, you must specify the number of weeks between each occurrence of the workflow or workflow stage. (To specify every other week, enter 2 for the number of weeks between each occurrence.) You must also specify the day or days of the week on which the occurrence should take place. Monthly-Occurs on a monthly basis. When you select Monthly, you must specify the number of months between each occurrence of the workflow or workflow stage. You must also choose one of these options: Each date of month-Choose this option if you want the occurrence to take place on a specific date each month. Each day of week-Choose this option if you want to schedule the occurrence to run on a specific day of a specific week each month. For instance, if you want to run the campaign monthly, on the third Thursday of each month, you should select this option. Keep in mind that your calendar options apply to your recurrence schedule; that is, the recurrence schedule is built using your settings for valid working days.
Ending	Specifies the total number of occurrences of the workflow or workflow stage. You can also choose to specify a date by which the recurrence should end.
Permissions to modify the recurrences in the instance	Allows you to specify the recurrence options that can be changed in each Corporate Campaign, On-Demand Campaign, or List. This field is displayed only in the Corporate Campaign, On Demand Campaign, or List template; it is not displayed in the actual instance of the Corporate Campaign, On-Demand Campaign, or List. Options are: All options-Users can change all recurrence options. No options-Users cannot change any recurrence options. All options but frequency-Users can change all options except frequency.