Schedules are actions from the database, such as sending an email/SMS or extracting data to a partner or from the platform.

There are various types of schedules that you can add to a campaign. We support the following types of schedules:

• Email
  • Email via API (recurring campaigns only)
  • AB Test Schedule (Run Once campaigns only)
• SMS
  • SMS via API (recurring campaigns only)
• Extracts
  • Custom Extracts
  • Social
    • Facebook
    • Google Audience
  • Direct Mail
  • Urban Airship
• Push message
  • Push message via API (recurring campaigns only)
• Control Test

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Email

How to set up an Email Schedule

Please see our video below on how to set up an email schedule:

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How to set up an email schedule 🎥

There are 3 types of email schedules that you can add to a campaign. These schedules are:

• Email
• Email via API (recurring campaigns only)
• AB test schedules (Run Once Campaign & Email only)

You can set up a standard email schedule in both Run Once and Recurring campaigns. However the other types are restricted to specific campaign types listed above.

All these email schedules are set up in similar ways, the video above explains the basics. Email schedules generally require 5 items to be added to them:

• Subject Line
• Friendly From
• Recipients/Rules*
  • The Segments you want to send to and any rules you want in place (SeeSegments and Rules)
• HTML Creative
  • The visual email customers will receive. (See Asset Manager and Email Builder)
• Text Creative
  • A rarely-received accessibility fallback for deliverability purposes (See Asset Manager)

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* API Schedules recipients are sent via the API call. For more information, see API Email Schedules.

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AB Test Schedule

AB Test schedules allow you to do a side-by-side test of either Subject Lines or Creatives against one-another without wasting data on a poor performing variant. These testing schedules work over a period of time to gather results from an initial split of your attached recipients (i.e. 10% get variant A, 10% get variant B, 80% get sent the winner). For this reason they cannot be used on Recurring Campaigns.

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To perform recurring tests, please use Control Test schedules

AB Testing schedules are initially set up in a very similar way to Email Schedules, however depending on what type of AB Test you choose you'll be required to add 2 of that item:

• Subject Line tests will ask you to provide 2 Subject Lines
• Creatives tests will ask you to provide 2 HTML and Text versions

How to set up an AB Test schedule🎥

Please see our video below on How to set up an AB Test schedule

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The test cannot be commissioned if the following criteria applies:

• Fewer than 10 recipients will receive the full schedule after rules have been applied.

• The send time and date are in the past or equal to the current time and date. To enable the Commission button, change the test to use a future send date and time.

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Tips for the perfect AB Test!

• Ensure your test is clear - e.g. urgency vs no urgency
  • Having a clear test is crucial for measuring the success of a test
• Have concise Subject Lines
  • Going over the recommended 70 character limit for subject lines can lead to diminished results
• Only test 1 thing at a time!
  • You need to make sure you can see what's made the impact
• Test with a substantial dataset
  • Testing with small datasets doesn't give a true reflection of your customer base

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SMS

How to set up an SMS schedule🎥

Please see our video below on How to set up an SMS schedule

There are 2 types of SMS schedules that you can add to a campaign. These schedules are:

• SMS
• SMS via API (Recurring campaigns only)

You can set up a standard SMS schedule in both Run Once and Recurring campaigns. However SMS via API is restricted to a Recurring campaign.

These SMS schedules are set up in similar ways, the video above explains the basics. SMS schedules generally require 3 items to be added to them:

• Friendly From
• Recipients/Rules*
  • The Segments you want to send to and any rules you want in place (SeeSegments and Rules)
• Text Message
  • The text message the customer will receive

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* API Schedules recipients are sent via the API call. For more information on API schedules, see API SMS Schedules.

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SMS Character Limits

• While an SMS doesn't have a set character limit, each "single" SMS counts as 160 characters. Anything over this character count will be costed as multiple SMS sends, but the customer will still receive them as a single SMS.

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Always use your opt-out wording!

Legally your opt-out wording needs to be included in all marketing SMS messages! Your SHORTCODE can be obtained via your Account Manager.

Text SHORTCODE to 60064

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Push

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To receive incoming push messages from the OS push notification service, your OS-specific app must be installed on a device.

There are 2 types of Push schedules that you can add to a campaign. These schedules are:

• Push
• Push via API (Recurring campaigns only)

You can set up a standard Push schedule in both Run Once and Recurring campaigns. However Push via API is restricted to a Recurring campaign.

These Push schedules are set up in similar ways, the video above explains the basics. SMS schedules generally require 3 items to be added to them:

• Recipients/Rules*
  • The Segments you want to send to and any rules you want in place (SeeSegments and Rules)
• Push Message
  • The push message the customer will receive

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* API Schedules recipients are sent via the API call. For more information on API schedules, see API Push schedules.

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Extracts

Extracts allow you to take segments and pull the customer data from the platform. This data can be extracted to the SFTP, or directly to our integrated partners.

There are 4 types of Extracts that can be done within the RedEye platform:

• Custom Extracts
  • These allow you to take a segment, choose some database parameters and extract that data.
• Social Extracts
  • These extracts allow you to integrate with Facebook and Google Audience directly by extracting our data to their platforms.
• Direct Mail Extracts
  • These extract address/postal details from the platform for use in Direct Mail.
• Urban Airship Extracts
  • Our integration with Airship allows you to extract data for use with their Push messaging systems.

These extract schedules follow the same principles, please read on to see how they are set up.

General Extracts Overview

All extracts in the platform are set up in the same way, the video below will take you through a "Custom Extract" which is the most customisable. Other Extracts, such as Social or Direct Mail, will limit your options to work with the respective integrations - thus are generally easier to set up.

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All Extracts can be set up on a Run-Once or Recurring campaign, allowing you to automate Social activity or Custom Extracts.

How to set up an Extract Schedule🎥

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Custom Extracts

Custom Extracts enable you to choose what data you want to be extracted from the database, which will then be delivered to your SFTP account under the specified filename. You can choose any parameters in the platform when using Custom Extracts, and also apply delivery rules to the schedule to overlay additional logic.

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Social Extracts

Social Extracts allow you to extract social-specific data to the SFTP or directly to our partners via the Facebook and Google Integrations.

The Social platform you want to extract to is chosen when setting up your Social Extract schedule:

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Be sure to enable our Facebook and Google Adwords integrations to get the most out of your social extracts!

Social Extracts will restrict what data is extracted to just EMAIL and MOBILE. The main benefit of using social extracts over custom extracts is that the data can be extracted directly to your Facebook or Google account under the following format:

• Facebook: Facebook Custom Audience in your Facebook Account.
• Google Customer Match: Google Customer Match in your Google Account.

The integration Extract Method can be chosen in the Extract Summary panel:

When set up on a Recurring basis, Social Extracts allow you to automate these audience updates to your Facebook or Google accounts. This enables you to automate your social journeys, and also tie these in with other Channels added to your campaign.

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Direct Mail Extracts

Direct Mail Extracts will extract the following information to the SFTP by default which can then be sent to your Direct Mail provider:

• CUSTREFID
• EMAIL
• EMAILPERMIT
• TITLE
• FIRSTNAME
• LASTNAME
• HOUSENUMBER
• ADDRESS1
• ADDRESS2
• ADDRESS3
• ADDRESS4
• POSTCODE
• POSTALPERMIT
• SCHEDULE_NAME

More parameters can be chosen in the Extract Picker.

[Data Insights to provide extra details]

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Urban Airship Extracts

Our integration with Urban Airship allows you to extract data from our platform, alongside the data required for Urban Airship to run push campaigns. With this integration you get a seamless experience automating/moving data between the RedEye and Airship platforms.

You can choose the name for your Airship Extract, and also the secondary field to be used in your Airship account:

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Control Tests

Control Tests allow you to do more than the standard AB Test schedules, while also enabling the creation of automated tests.

Control Tests are set up in a very similar manner to a standard Email Schedule, and can have the same items attached. However, the segments are attached to the Control Test Parent schedule itself, and the creative aspects to the Child schedules. See below for more information:

How to set up a Control Test

Parent & Child schedules

A Control Test consists of two parts, connected together to create your test:

• The "Parent Schedule" which is the Control Test schedule itself:
  • This controls the segments & rules that the schedule is being sent to, and also how this is split between the "Child Schedules"
• Multiple Child Schedules:
  • These child schedules control the content of the tests themselves:
    • Subject Lines
    • Creatives
    • Friendly From Address
  • There is a single "Control" child schedule, and up to 9 "Test" child schedules per parent

Control Test Configuration

The screen below shows the options you have for configuring your Control Test, such as:

• The percentage split of the data between control/tests
• The number of tests you want to run at the same time
• Whether you want to exclude certain control/test schedules to maintain a Control.

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Control Tests allow you to test different channels against each other!

For example:

• An email vs. an SMS
• A 2-part Email Journey vs. an Email & SMS journey combined

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Control Test schedules cannot currently be copied.

A new Control Test parent schedule must be made for revised versions.

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How to copy a schedule

Most schedule types can be copied by clicking the "Tools" icon on the schedule, then the "Copy" button:

You can then choose how many copies you want to make and the name of each copied schedule:

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How to stop a schedule

Only schedule that are in the "Live" state can be stopped. This is done by clicking the "stop" icon on the live schedule:

Once you've stopped the schedule, you'll be asked what you would like to do with it:

There are 3 options:

• Retire will fully retire this schedule, making it inactive. Only copies of Retired schedules can be made.
• + New Version will put the schedule back into the "Ready to go live" state so that you can make edits to the schedule and re-commission it.
  • You will notice a "V2" appear by your schedule to signify it's been stopped previously.
• Continue will keep the schedule in the "Stopped State"