How to Schedule a Campaign or Change the Schedule?

Campaigns send times can be changed at any point in time and are fully customizable.  

In the basic setup of a Campaign, you can select the interval between emails, the time of day the email will be sent, start date, and end date if applicable. The schedule is set at the time of creating your Campaign but can be edited at any time.

 Begin by heading to the Campaigns Dashboard in your AdvisorStream account.

Step 1: Click Edit on the Campaign you are looking to edit

Step 2: Change the number of days between each email 

Step 3: Under Schedule, set a send time and choose your timezone

Step 4: Choose a specific start date -this indicates the first day your Campaign will go live. This allows you to create Campaigns in advance and schedule them for a future start date.

Step 5: Choose a specific end date - it allows you to set a date that the Campaign will no longer be delivered. If your Campaign is time-sensitive, such as an event or seasonal topic you'll want to include an end date. If an end date is not selected the Campaign will end once all contacts have received all emails within the sequence. 

Step 6: Click Save to finish

*The AdvisorStream Campaigns tool is available at an additional cost. To learn more Book a Call