Recurring Campaigns
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At BalkanID, we aim to make your campaign management process as seamless and efficient as possible. With the "Recurring Campaigns" feature, you can automate the repetition of campaigns at specified intervals, ensuring continuity and consistency in your review processes. This guide will walk you through how to set up and manage Recurring Campaigns on our platform.
The "Recurring Campaigns" feature allows you to schedule a campaign to repeat automatically after a defined period. This is particularly useful for regular compliance checks, routine audits, or any campaign that needs to be conducted on a regular basis without manually setting it each time.
To set up a Recurring Campaign, you will follow a few simple steps:
Create a New Campaign: Begin by creating a campaign as you normally would. Fill in all necessary details such as campaign name, description etc. Select Recurrence: In the campaign creation form, you will find an option for setting the campaign to recur. Click on custom.
Configure Recurrence Details: Specify after how much time the same campaign should repeat. This could be a number of days, weeks, months, or a specific date range.
Edit Recurrence Details later: You can convert an existing campaign to be recurring or edit the recurrence details of a pre-existing recurring campaign via any of the aggregated campaigns views, or the individual campaign page. Clicking on the chip indicating recurrence status should open up a modal similar to the one above.
Note: campaigns which have already recurred will have a yellow "recurred" chip, and their details page will direct you to the next campaign in that recurrence chain. You will be able to edit recurrence settings for the latest campaign in the chain (i.e., the one which hasn't recurred yet).
