Creating and managing 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 supporters, tracking responses, and resulting income.

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

An Action in vega defines the channel by which you communicate with your supporters 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 detail on creating and managing campaign headers and 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 action details page:

Scheduled Action Field	Explanation
	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. Unity4 Export List - Create an export for Unity4 telefundraising.
	Set the date your action should be processed on.
	Set the time your action should be processed on.
	This dropdown will show all your own queries to choose from. Select the query you would like to use for the contacts to receive this communication.
	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.
	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.
	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.

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

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

Back on the main Engage tab you can view your scheduled actions by clicking the option on the campaign header:

This will display all scheduled actions for this campaign header, showing if they're active and if they have already been processed or not:

Click View to open the scheduled action. Changes can be made to a scheduled action up until the time is it processed. An action can be updated to Inactive if it is no longer needed and this will not be processed.