Creating recurring campaigns

Setting up recurring campaigns

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.

Understanding Recurring Campaigns

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.

Configuration

Here are a few simple steps to set up a Recurring Campaign:

1. Create a New Campaign: Begin by creating a campaign as you normally would. Fill in all necessary details such as campaign name, description etc.

2. Select Recurrence: In the campaign creation form, you will find an option for setting the campaign to recur. Click on Custom.

   

3. Provide the specifics regarding when the campaign should repeat. This allows for highly flexible scheduling to match your organization's compliance and review cycles. You can define the recurrence frequency at different granular levels:

• Weekly: Specify the number of weeks between recurrences (e.g., every 2 weeks) and select the exact day(s) of the week (e.g., Mondays, Wednesdays, and Fridays) on which the campaign should launch.

• Monthly: Define the number of months between recurrences (e.g., every 3 months). For monthly campaigns, you have two options for specificity:

  • Day of the Month: Choose a specific day (e.g., the 15th of the month).

  • Weekday Occurrence: Select a specific weekday occurrence (e.g., the second Tuesday of the month).

• Yearly: Set the number of years between recurrences (e.g., every year). For yearly campaigns, you can choose:

  • Specific Date: Pick a precise month and day (e.g., January 1st).

  • Month and Weekday Occurrence: Select a specific weekday occurrence within a chosen month (e.g., the first Monday of June).

    

1. 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 as shown below. You can do the same from within the campaign as well.

   

   

Note: Campaigns which have already recurred will have a yellow "Re-curred" 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).