Scheduling of Mail Distributions

At the bottom of the distribution page you can schedule the date and time (in 15 minute slots) when you want the distribution to be sent (and for email only when the search is to take place).

You can schedule your distribution to either be sent:

• Immediately; which will start within the next 15 minutes.
• Scheduled; where you specify the date and time you wish it to run, great for Account Documents, Events & Process Pending Transactions (Invoicing and Renewals).
• Save without Scheduling; allowing you to come back to it later to complete the detail.

‘Exit without Saving’ is effectively a cancel button, you can still send yourself a test (‘Send Test’).
‘Save’ will add a record to the Distribution Scheduler and you will be immediately redirected to that screen.

You can schedule:

• Any bulk distribution, your screen will be free to continue doing other operations as the distribution goes automatically in the background.
• The distribution of communications automatically at a preset time for Mail Generation, Account Document Generator, Events and Process Pending Transactions (Invoicing and Renewals)
• The selection of people to communicate with using a saved search where there is no Mail Merge. This is useful for setting up event reminders in advance, prior to your event.

Note: where a document is generated as part of the distribution the selection will take place at the time the distribution is created and the distribution sent at the scheduled date and time. In the forthcoming release there will be a feature to send out recurring distributions based on a comparison of the current date against Birth date and Subscribed Until date.