Enable Send Scheduling
Allow business users to schedule single and bulk send Quick Send messages for a future time and date. Messages are scheduled and sent in the running user’s time zone. Messages must be scheduled at least 5 minutes in the future and can be canceled up to 5 minutes before the send.
Required Editions
| User Permissions Needed | |
|---|---|
| To enable send scheduling | DMAdministrator License permission set and Administrator permission (mcdm_15 namespace) |
Considerations:
- Send scheduling can’t be enabled if manual approvals are enabled and vice versa.
- Campaign sends can’t be scheduled.
- Users can’t have more than 25,000 messages scheduled for the same date and time. If more than 25,000 messages are scheduled for the same date and time, the send fails.
- If a custom send cap is defined, the sends are deducted at the time of scheduling. If the cancellation is within the same time window as the schedule, sends that are canceled before the send are credited back to the user.
To enable Quick Send scheduling, follow these steps:
- In Salesforce, navigate to App Launcher.
- Search for and select Distributed Marketing Administration.
- In the Send Scheduling section, enable send scheduling.
Example
- A user has a cap of 10 sends per day. At 8:00 AM on Day 1, the user schedules 10 sends. The user can schedule more sends at 12:01 AM on Day 2.
- A user has a cap of 10 sends per day. At 8:00 AM on Day 1, the user schedules 10 sends. The user cancels 5 sends at 2:00 PM. The user can now schedule or initiate up to 5 sends before 12:01 AM on Day 2.
- A user has a cap of 10 sends per day. At 8:00 AM on Day 1, the user schedules 10 sends for 3:00 PM Day 3. The user can’t schedule or initiate any sends until 12:01 AM on Day 2. At 8:00 AM on Day 2, the user schedules 10 more sends for 3:00 PM on Day 3. Now the user can’t schedule or initiate any sends until 12:01 AM on Day 3. At 8:00 AM on Day 3, the user schedules 5 more sends for 3:00 PM Day 3. At 3:00 PM, 25 messages are sent. The user can schedule or initiate up to 5 more sends before 12:01 AM on Day 4.
- A user has a cap of 10 sends per week. At 8:00 AM on Day 1, the user schedules 10 sends. The user can’t schedule or initiate any sends until 12:01 AM on Day 8.
- A user has a cap of 10 sends per week. At 8:00 AM on Day 1, the user schedules 10 sends. The user can’t schedule or initiate any sends until 12:01 AM on Day 8. On Day 5, the user cancels 5 sends. The user can now schedule or initiate up to 5 sends before 12:01 AM on Day 8.
- A user has a campaign with 50,000 campaign members. The user schedules two bulk sends with 25,000 individuals each for 8:00 AM on Day 1. The send fails at the scheduled time or date. Instead, the user can schedule one bulk send for 8:00 AM and the second bulk send for 8:30 AM.
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