How to Control Timing of Campaign Steps Using Delivery Windows

There are several options for setting up the timing of campaign steps. In this tutorial, we will discover how to use time frames, or “windows” to customize your campaign timing using delivery windows. This allows you to start entire campaigns or specific steps within a time window. This is useful if you want to ensure your campaigns go out only on certain days and/or times, such as Monday-Friday, 9am-5pm.

First, it’s important to understand the 3 options for the timing settings: WHEN, IF, and EXACT.

• When: When the campaign/step falls within this time, the campaign/step will send. If the campaign/step is triggered outside the set time, the campaign/step will wait until the approved time to send.
• If: If the campaign/step falls within this time, the campaign/step will send. If the campaign/step is triggered outside the set time, the campaign/step will move on to the next set campaign/step (if applicable). 
• Exact: Sends at exact day and time (i.e., Monday at 9:45 am)
  • NOTE: This option is available for individual campaign steps only.

Once you understand these options, you can set up windows for the campaign as a whole or for individual steps within the campaign.

• To set up the window option for an entire campaign:
  • Navigate to Campaign Configuration
  • Toggle on the Window option
  • Select your desired settings
  • Save
• To customize the time option for a particular campaign step:
  • Click on the particular step
  • Scroll down to custom time and toggle it on
  • Select your desired settings
  • Save