Table of Contents

• Overview
• Trigger 1
• Trigger 2
• Trigger 3
• Trigger 4
• Trigger 5

Overview

Regarding 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.

Scheduling touchpoint means setting up the date and time when this touchpoint has to be delivered to the recipient. Using scheduling we can set the trigger to touchpoint when it has to be sent to recipients. 

Sense has various options to trigger the touch point, so that it can be made to reach out to recipients as their convenience.

We do have an information box that gives you basic details of trigger points.

Click on Send to activate or start scheduling the touchpoint.

NOTE: By default, it will be set to Don’t send, which means touchpoint is not yet activated or not yet Scheduled.

Once after Activating Touchpoint, you need to set the date and time. In order to do that there are some options available.

Trigger 1

None:

It will not send any touchpoint SMS/ Email to Recipient

For example: If you do not want this touchpoint not to be triggered, you can use this option.

You can click on option None after activating touchpoint.

Trigger 2

On a date – and finished on that date:

It will send touchpoint SMS/ Email to the recipients on the same date selected and will finish sending on the same day. This trigger is relevant when you want to send any message where a particular date has significant relevance.

For example Birthdays, Work Anniversary, Joining Date or First Day Emails, etc.

For example : If you want to let your recipients know about any particular subject, you can set this trigger.

NOTE: If this is a new/never before activated Journey with more that 1000 audience members, you will not be able to activate it. Since that is the maximum number of messages can be sent.

Click on On a date – and finished on that date option.

Clicking on On a date – and finished on that date option, more scheduling options will open.

Day and date: 

Here you can set the date. Which will have 

Date’s Type :

Where we options like  

1. Exactly on the same date and time. After selecting this option you have to select Send on date value and During weekends? options.
2. On date with adding or subtracting time. After selecting this option you have to select Send on date value, Adjust date by and During weekends? options.
3. On date with adjusted to the day of the week. After selecting this option you have to select Send on date value, and Adjust date to options.
4. On selected calendar date with time of day: 7:00 AM, PST. After selecting this option you have to select the Send on static date option.

Send on date value :

You can select the variable to add the date from the dropdown option available.

For example: date after placement is over, date added

Adjust date by :

You can set Adding or subtracting how many Days/Weeks/Months/Years. These options will be available when you select Type's of Date as Field value of a date field, add or subtract time.

Adjust date to :

You can set which day on before / after field date. These options will be available when you select Type's of Date as Field value of a date field, adjusted day of week.

Send on static date:

You can set exact date. These options will be available when you select Type's of Date as Static - the selected calendar date.

During weekends? :  

You can set options, like triggering touchpoint on weekends, not on weekends with closest Friday / Monday, following Monday, or preceding Friday. These options will be available when you select the Type's of Date as

Field value of a date field 

Field value of a date field, add or subtract time.

Time of Day :  

After selecting the date, you need to select which time of day the touchpoint will be triggered.

It has below options.

Time's Type:

There  are three options here, based on what type of Date’s types you selected.

1. Static, Where it will send the touchpoint at the same time of the date. But you can set some grace period within the touchpoint to be sent.

After selecting this, you have to select Send at (Exact time) and Grace period (Any margin of time to send a touchpoint).

2. Static, Where it will send the touchpoint at the same time of the date. 

After selecting this, you have to select Send at (Exact time).

3. Field, Where it will trigger the touchpoint on adding / subtracting the time. 

After selecting this, you have to select the Send at (Time before or after), Fallback time (Actual time), and Grace period (Any margin of time to send a touchpoint).

Suppress Repetition :  

Here we can set

Cap repetitions? :

You can set whether this touchpoint can be repeated to a recipient or not.

Limit frequency? :

You can set, What frequency should touchpoint be sent

Limit to once per :

You can set for how much interval this touchpoint should be sent once.

Recipient Reminders:

You can add a reminder if the Touchpoint has not responded/opened with time.    

For example: If the touchpoint is not opened within three days you can set a reminder as below.

NOTE: If a Touchpoint is deactivated, reminders and notifications that were set to be sent will not be delivered. Not even if the touchpoint is reactivated.

 

Trigger 3

On a date — but batched over multiple days

It will send touchpoint Email to Recipient on batches over multiple days

For example: If you want to send the first touchpoint on the first day and the next touchpoint to be triggered after 30 days and so on.

Note:

1. You may only use this option for 3 touchpoint messages across all journeys.

2. This type of trigger is available only for Email touchpoint.

This option is required for larger audiences. If you expect a high volume of replies, you may choose this option to allow more time for handling those replies

Click on On a date — but batched over multiple days

Then further options will open.

Day and date :

Here we can set 

Send on static date: Particular date on which touchpoint to be sent.

Allow weekends: Whether to send touchpoints on weekends or not.

Time & Speed

Here you can set

Send on or after: Sending touchpoint on or after selected time

Send until: Sending touchpoint until selected time. 

Sends per day: How many touchpoints are to be sent within the selected time window.

Finish on cut-off date: You can set whether the sending of touchpoints has to be done within the day or you can choose till when it can finish sending touchpoints.

Cut-off date/Estimated finish date: This is the date when this sending should be finished.

Trigger 4

On a date — that recurs multiple times

It will send touchpoint SMS/ Email to the Recipient multiple times at regular intervals as set by you.

For example: If you want to remind the recipient of anything, you can set those times and it will be reached out to the recipient automatically.

Click on On a date — that recurs multiple times option.

Day and date:

Where we options like  

1. Field: Where you can select the date to send touchpoints along with the adjusted date. After selecting this option you have to select Send on date value and Adjust date by options
2. Static: You can select the date to send a touchpoint. After selecting this option you have to select Send on date value 

Recurrences:

Here you can select how many times you want this touchpoint to be sent with intervals.

Recur every: Where you can select for how much time this touchpoint should be sent recurring.

On these days: You can select which days of the week touchpoint must be sent.

Skip the first: You can set how much time this touchpoint should be skipped at the beginning.

Keep recurring: How long this touchpoint should be recurrently sent to recipients.

Time of Day:

After selecting the date, you need to select which time of day the touchpoint will be sent. You can also set a grace period if you want to send touchpoints within some time limit.

Suppress Repetition:

Here we can set

Cap repetitions? : You can set whether this touchpoint can be repeated to a recipient or not.

Limit frequency? : You can set, What frequency should touchpoint be sent

Limit to once per: You can set for how many intervals this touchpoint should be sent once.

Recipient Reminders :

You can add a reminder if the Touchpoint has not responded/opened with time.    

For example: If the touchpoint is not opened within three days you can set a reminder as below.

 

Trigger 5 

On change — when a field's value changes

It will send a touchpoint SMS/ Email to the Recipient whenever there is a change in field values in ATS.

For example: If you want to send touchpoints whenever the recipient moves from one area to another. Then the ATS field changes and this touchpoint will trigger and send it to the recipient.

Click on On change — when a field's value changes option.

Day & Date

Here you can set

When the field: You can set to send touchpoints when changing in some fields in ATS of recipients.

Value starts as: Change in field value starts with a particular value.

Example: If you want to trigger a touchpoint to anybody moving to New York, New Jersey. You can set this field to “New”

And changes to Change in field value to any particular value.

Example: If you want to trigger a touchpoint to anybody moving to New York You can set this field to “New York”

Allow weekends? :  You can set options, like triggering touchpoint on weekends, not on weekends with closest Friday / Monday, following Monday, or preceding Friday.

Delay send for: You can set to delay sending touchpoint. So that any audiences added after touchpoint triggered for that much time also receive the touchpoints.

Use default blackout settings?: This feature allows you to set a prohibition window for communications (both email and Sms). You can either set for default values or can set the blackout window time particular for this touchpoint.

Suppress Repetition

Here we can set

Cap repetitions? : You can set whether this touchpoint can be repeated to a recipient or not.

Limit frequency? : You can set, What frequency should touchpoint be sent

Limit to once per: You can set for how many intervals this touchpoint should be sent once.

Recipient Reminders :

You can add a reminder if the Touchpoint has not responded/opened with time.    

For example: If the touchpoint is not opened within three days you can set a reminder as below.