Create New Task
How to create a new Task
As a general rule it is recommended to:
set up a new Task
Simulate sending
Activate it when the simulation is successful
The creation of a task is divided into 4 distinct steps and a final summary step. Below we will guide you through the creation process:
General informations
In this section you will find the possibility to assign:
Name of the task, which will identify it and will be displayed in the list
Description of the task, which you can use to remind yourself how it works and in which cases it is useful to you
Tag, which will help you find this specific Task if you have created many
Default time zone, to establish the reference time zone for your task
The ability to use the time zone contained in a personal data field.
Use of time zone from personal data field
The value contained in the field must be written in a specific format, following these examples: UTC+00, UTC+01, UTC+02, etc ... Remember that if the personal data field contains an invalid value or if it is empty, then it will be default time zone used
2 - Action
In this section you can choose the action that the task will have to perform. You can choose between:
Send an email message
Send an SMS
Move or copy recipients without sending any type of sending, in order to segment them, copying them to another group or moving them from the current group to the destination one
Move/Copy Recipients
This function is particularly useful in the construction of multi-message or "cascade" campaigns, since you can configure the system to:
Assign the recipient to a group (eg. Recent clickers)
Move the recipient from a certain group (eg Non-Clickers to Recent Clickers)
In addition to the sending settings (the same that you will find when you want to send an email or SMS message), in the first two cases you will also have the possibility to subsequently segment the recipients, copying them or moving them from one group to another.
3 - Recipients
In this step you can choose the conditions for selecting the recipients on which the task will be effective.
Remember
to continue creating a task you will need to make at least one selection, among groups, filters and conditions.
Specifically, you can:
Select Filters and Groups
By including or excluding predefined audience groups
Include recipients who match conditions
You can set all or at least one of the conditions you select as inclusion criteria, including:
Condition based on days passed since a given event
Condition based on an identity field
Condition based on the “true” value of a personal data filter
Condition based on the "false" value of a personal data filter
Condition based on the “true” value of an activity / geographic filter
Condition based on the “false” value of an activity / geographic filter
If the condition is more complex (e.g. 7 days after enrollment, and resident in Piedmont, female), we suggest you first create one or more filters
Remember that you will need to select a condition to be able to edit its fields.
Creating a condition based on the last click or opening of a recipient
We suggest you create an Activity Filter based on these conditions and select it in this step.