When it comes to touchpoints delivery, scheduling decides when and how many times a touchpoint will be sent to a consultant. It can create send patterns and/or frequencies and is personalized for each and every touchpoint. In addition, scheduling options change according to the chosen send type.
Choose from the following options that will best correspond you touchpoint.
Recurring: a repeating touchpoint sent on a recurring basis.
Scheduled: a planned touchpoint sent on a specific date or date field (reminders can be set)
Field Change: a field touchpoint resulting from a changed variable from > to
Unscheduled: an inactive touchpoint that will not be delivered