Scheduled Campaign Actions

A Campaign in Vega defines any appeal/event/initiative for your organisation that involves communicating with and/or soliciting payments from your contacts, tracking responses, and resulting income.

These are structured as a Campaign Header and a Campaign Action or a series of coordinated actions to achieve the desired outcome.

An Action in Vega defines the method by which you communicate with your contacts and can be used to segment your contacts across different actions during a campaign.

Sometimes it is easiest to create your campaign action ahead of time to be processed at a later date. This can be achieved with the standard campaign actions but the recipient list is set at the time the action is created. If you need to use a dynamic list of recipients to get the most up-to-date contacts at the time your action is processed, a scheduled action can be used instead.

Please see the articles here for details on creating and managing campaign headers and creating and managing campaign actions.

Creating and managing campaign headers

Creating and managing campaign actions

Creating a new scheduled campaign action

From the campaign header detail view, click the ‘New Scheduled Action’ button on the right-hand side:

This will open the scheduled actions page with the new action form already open:

Field	Explanation
	The Campaign you'd like to add your scheduled action to. Your campaign will be preselected from the Engage dashboard when you click New Scheduled Action, but this can be changed here.
	Optional. Link the scheduled action to a parent action.  This can be used when the response will be recorded against the parent campaign.
	Name your scheduled action.
	There are 4 action types available: Direct Mail - Create a PDF download of the selected document for each contact chosen in your query to allow you yo post out letters. Email - Send a mass email to all contacts in your query inviting them to your event, remember to include a personalised GUID link to the webpage. Excel - Create an Excel export of contact information, this can be used for a mail merge. List - Create a List of contacts. Unity4 Export List - Create an export for Unity4 telefundraising.
	Select a staff member from this dropdown of users. The user will receive a notification when the communication has been processed, including a link to download the file for Direct Mail, Excel, and Unity4 Export List.
	Set the date your action should be processed on.
	Set the time your action should be processed on.
	This will be ticked as default when creating a new action. This can be unticked when editing an action so that it will no longer be processed.
	When the action is created, create it as a draft so it can be checked before being executed.
	Excludes all previous processed scheduled action recipients linked to the parent action, or (if no parent action is selected) the overall campaign. This will exclude action recipients created through scheduled actions only.  If multiple
	Excludes all contacts not ok to contact who may be included in the Lists and Queries.
	This dropdown is available for Direct Mail and Email action types. Select the document to be used in the PDF download or the email content.
	When the Email type is chosen this field will be available to set the from email address to be used when sending the email to all contacts.
	Use inclusion and exclusion lists to build your recipient list. Recipients from inclusion lists/queries are added first, and those in exclusion lists/queries are removed afterwards. At least one list or query must be included for all action types except 'List'.
	Use inclusion and exclusion queries to build your recipient list. Recipients from inclusion lists/queries are added first, and those in exclusion lists/queries are removed afterwards. At least one list or query must be included for all action types except 'List'.

Click Save once you are happy with your scheduled action settings.

You will receive a message that the action has been saved successfully.

Once saved, you will be brought back to view all the scheduled actions for the selected campaign or parent action.

To view a scheduled action, click the View button in the list. 

When the time arrives for your scheduled action to be created, the assigned user will be alerted that the action has been created and will be directed to the Engage Dashboard to view the results.  If an action is created in draft, you can click on the action and complete the set-up.

You can access the Scheduled Actions form from the main menu quick links button:

Or you can access the Scheduled Actions through the Engage dashboard in each Campaign section: