One of the use cases we have heard from customers is the ability to publish the program at a certain date and time. The current methodology we recommend is as follows which works well for Powerlist and Bionic Query sources -
- Configure the sources, steps , conditions etc.
- Sync the participants and see whether the participants meet the criteria configured.
- Clear participants and set schedule to the source/s and configure the date and time you want the participants to receive the email
- Publish the advanced outreach.
However, there are two problems with the above approach -
- We have seen that the admins are not confident/not aware to clear the participants and then publish the program. This leads to the emails being sent the moment publish happens since participants are synced already to the program.
- CSV and Events as a source do not have the notion of schedule , so once a program is published , it immediately goes live and the emails are sent. This forces the admins to publish at the time they want to send the emails.
In order to address this , we are thinking of introducing scheduling in programs which will help
the user to choose to if they wish to publish the program now or at a certain date and time.
Once the user chooses the date and saves the program, the program is then set to the state as Scheduled.
The program will then be published at the configured date and then the source schedule brings the data into the program.
[i]We are looking for feedback on the above proposal and guide us with respect to whether the above approach will meet the use case of scheduling programs. [i]Are there any other use cases which you felt we have missed?
As we are in the early stages of this design, things might become flexible in the future based on other considerations or use cases. :)
[i]
Thanks
Abhishek S