Engagement Scheduler

Updated 2 weeks ago by Michael Alon

Engagement Scheduler

Every engagement has a scheduling step that helps you defined when and how often an engagement should be evaluated and triggered. In-app scheduling is a little different than Email scheduling due to the different nature of these engagement channels, for example Email can be a great way to reach out to users after they are no longer in your app and driven by a predefined schedule whereas in-app will always be triggered by users when using the app.

In-App Engagement Scheduler

Triggering in-app guides, announcements or surveys are defined by two main elements: Scheduler and Qualification Scope

Scheduler: date range for the engagement

  • From: a date range where the in-app engagement will be active 24/7
  • Advanced: Recurring is optional in case you would like to hide/show on different hours within the range

Qualification Scope: how often (thresholds) for when a user will see an engagement

  • Only Once: Choosing this scope means the user will see the engagement a single time across any number of visits under the specified date range
  • Once per visit: Choosing this scope means the user will be qualified once per visit, mostly used for 'continues critical announcements' or testing purposes.
  • Every Time (Every Event): Choosing this scope means the user will be qualified on every event level, mostly used for 'Paywall or access control'.
  • Snooze: Choosing this scope means the user will see the engagement every hours/days/weeks/months and will be snoozed x times between these intervals

Email Engagement Scheduler

Triggering emails are defined by two main elements: Scheduler and Qualification Scope. In case of outbound channels like Email, the actual qualification is happening before the email is being queued up. The system automatically runs the audience match a few hours before the scheduled time so the sending time is as accurate as possible.

Scheduler: date range for the engagement

  • At: specified date where the email engagement will be triggered and evaluated against the audience criteria
  • Advanced: Recurring is optional in case you would like to specify recurring engagement which also provides greater granularity

Qualification Scope: how often (threshold) for when a user see an engagement

  • Only Once: each user will be qualified a single time only regardless if the audience will match more than once.
  • Every Time: each user will be qualified against the audience rules every time the scheduler is set
  • Once Every: each user will be re-qualified every hours/days/weeks/months interval period


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