Step 4: Send Options

The fourth option in the message workflow is the Send Options you have available to you. This screen is where you choose the time that the messages will be delivered, frequency of delivery, how many are sent, and how many responses you want to receive. Following are the options available.

Set Delay?

Messaging can be sent immediately or can be delayed by a specific period of time after an event is captured. Triggered messages are set to send immediately with no delay by default.

If you want to set a delay:

  1. Choose Yes, according to a specified schedule. When you do this, After N day(s) at this time is displayed.
  2. Type in the number of days and time that the message will be delayed after being triggered.

Setting delays create opportunities for you to send customized follow-up messages to your recipients in an automated way. For example, you can create a message to be sent 1 week after someone has joined your list to remind them of the value they get by being a member.

Optimize Send Frequency

Optimize Send Frequency provides you the ability to set how frequently triggered messages are sent.

Send Frequency Options

You can set whether the message is sent once per individual or every time the trigger conditions are met.

  • Customers typically only want to send a triggered message once per individual. This is the recommended setting, if you are using the Update Profile action with additional filtering logic of specific values.
  • If you choose Every time the condition trigger are satisfied, you get the option to limit the amount of deliveries by clicking on but no more than once every N days.

Proportional Limiter

With proportional limiting you can restrict the total number of possible recipients by a specific proportion: 1 out of every 2, 3, 4 or more contacts. This serializes contacts who may match the trigger actions in your message, so that a certain number of contacts are skipped before another contact receives the message.

This option is useful, if you want to send a special offer to receive a discount to a limited number of recipients. Rather than sending it to every recipient, for example, you can reduce the number of people to every third person to restrict availability and increase demand based on the contact’s previous action.

Total Response Limit

Sometimes, as a marketer you limit your communication by capping the total number of contacts who receive your messages. For example, a special welcome offer limiting emails sent to people who subscribe to the first 1000 subscriptions. With this option, you can regulate the trigger responses by a set amount of messages within a set amount of days.

Click on the Review & Enable text link or the Next button to take you to the Review & Enable screen.

Click here to go to Step 5: Review and Enable