There can be situations in which we do not want to start our campaign right away, like when we want to fire it away on a special occasion (for example like Valentine’s day, Black Friday, etc.). It also may be that we would like to show are message only in a given time period or only on some days of the week (like during office hours on weekdays, or only on Saturdays). These are the situations where OptiMonk’s scheduling function comes really handy.
It doesn’t matter if you just created a brand-new campaign or you would like to (re)schedule an older one, you can start by selecting the campaign by clicking on its name in the Campaigns menu.
In the top right corner, you can see a radio button that indicates the activity status of your campaign: it can be either active or inactive. It’s important that scheduling options will only work if the campaign is set active! Do not worry, the system will automatically see that your campaign has scheduling options activated, so it won’t show your popups earlier.
Click on „Schedule”, and the settings will pop open right away. In the first part of this panel, you will see the “Endless” radio button. You can use this to set up, how long the scheduling options should last. If it’s set off, you can choose a starting and an and date in the “Period” line.
If the „Endless” button is on, then it means that your campaign will not have an automatic end date. In this case, you only have to define a starting date, but not the ending point.
„Endless” and „Period” options give the basis for the scheduling and they define the timeframe in which your campaign will be visible. But it can happen that we only want to show are message for a shorter time inside this timeframe. What should we do?
The “Repeat on” settings will define the days of the week, on which your campaign will be visible. If you would like to display your campaign on every single day, select all days. However, for example, if you want to show your message only on weekends, then click on Saturday and Sunday among the “Repeat on” function.
With the “From-To” fields, you can even set up the exact time your popups will show to the visitors. It can be especially useful, when you would like to show your message for example, only during working hours. If your customer service hotline receives calls between 8 a.m. and 5 p.m. during workdays, and your popup urges customers to call it, you can set up your campaign like this: You should select all workdays on the “Repeat on” line, then define the exact time from 8 a.m. to 5 p.m. With this solution, your message will only show while your customer service is still available.
On the bottom left corner, you can delete all the previously set up schedules to the selected campaign. If you are ready, click on the “Save” button in the bottom right corner. Please be aware, that saving won’t automatically activate the schedule!
After clicking on the Save button, you go back to the campaign’s detailed page, where the scheduling information will be available in the top right corner. After all this, the only thing left is to activate your campaign, so the scheduling will be active, too!
But what about the different time zones, can you set it up manually? Well, there is no need. OptiMonk recognizes the visitors’ time zone based on their browsers’ time and adjusts the settings to them. So, your popup will show according to the visitor’s own time zone. For example: if your campaign is visible between 8 a.m. and 5 p.m., a European visitor will see it according to its own time zone, and an American visitor according to its own, a couple of hours later.