Days on which the system executes the sendout are highlighted in white. At least one day must be selected for the execution. Days: Click a day and highlight it in blue to exclude it from the sendout. Select this option to exclude specific days from sendout.īy default, no days are excluded and the system executes the sendout without limitations. The settings vary based on the Whiteboard type that is selected. When you click Phase Out, Mapp Engage updates the length of the phase-out process immediately.Ĭloses the whiteboard plan without saving your changes.Īutomations > Whiteboards > Create or Edit > Settingsĭefine the settings that apply to your Whiteboard plan and all its steps. In this window, you can adjust the time period over which Mapp Engage deactivates the whiteboard plan. Opens the Phase-Out Details window of an active phase-out process. Contacts who enter the plan before the phase-out period begins can continue in the plan until the selected deactivation date. During the phase-out process, Mapp Engage does not add new contacts to the whiteboard plan. When you click Phase Out, Mapp Engage begins the phase-out process immediately. In this window, you select a date to define the time period over which Mapp Engage deactivates the whiteboard plan. You only see this option when you view an active whiteboard plan. A deactivated whiteboard plan is never executed. To activate a whiteboard plan, you need permission 356.ĭeactivates the whiteboard plan immediately. You only see this option when you view an inactive whiteboard plan. These errors indicate where information is missing. If you cannot activate the whiteboard plan, check for error messages on the canvas. You can only activate the whiteboard plan if the sequence of steps is logically correct and all mandatory information must be provided. When the whiteboard plan is active, Mapp Engage executes the jobs on the whiteboard according to your plan and rules. Save your whiteboard from time to time while you work.Īctivates the whiteboard plan. Mapp Engage does not save whiteboard plans automatically. Mapp Engage does not execute the automations on your draft. The whiteboard canvas is where you build your whiteboard plan. Scheduled: All whiteboards have a status of Scheduled if they are set to start at a later date and time.Īutomations > Whiteboards > Create or Edit Ended: When all steps in a time-based or recurring whiteboard plan are complete, the status of the whiteboard plan changes automatically to Ended. A whiteboard plan with Phasing Out status is active and cannot be edited. Contacts who entered the plan before the phase-out starts can continue in the plan until the selected deactivation date. Phasing Out: No new contacts can enter the whiteboard plan. Inactive: Jobs on the whiteboard plan are not processed. Active whiteboard plans cannot be edited. Active: Jobs on the whiteboard plan are processed according to your plan and rules. Recurring (sys): Executes a system job repeatedly in a specific time period.ĭisplays the name of the system user who created the whiteboard plan.ĭisplays the date and time when the whiteboard plan was last updated.ĭisplays the status of the whiteboard plan.
Recurring: Execute jobs repeatedly in a specific time period. Scheduled (sys): Executes a system job on a regular schedule.Scheduled: Execute jobs on a regular schedule. Event-based: Execute jobs in reaction to the activity of a contact. You can change the name in the info panel to the right of the canvas.
To change the name of the whiteboard plan, open the plan. You define the name when you create the plan. Displays the name of the whiteboard plan.
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