- Go to Reports and open your report to be scheduled.
- Click on the Schedule Report
button in the upper right corner.
- Provide the following information for your scheduled Marketing Effectiveness Report:
- Schedule Name: Provide a name for your scheduled report.
- Subject Line: Provide the text that will appear in the subject line of the email that will contain your scheduled report.
Note: All Scheduled Marketing Effectiveness Report Emails will have a subject line similar to "eTrigue Scheduled Report: XYZ", where XYZ is replaced with the text provided for the Subject Line setting. - (Optional) Notes: Provide descriptive text that will appear in the body of the email that will contain your scheduled report.
- Report to Send: Select the existing Marketing Effectiveness Report to be sent to your Recipients. If you started from an existing report, the same report will automatically be selected.
- Report Format: Select the file format of your scheduled report.
- PDF: Your scheduled Marketing Effectiveness Report will include a PDF attachment consisting of the report's bar, line, or pie charts.
- CSV: Your scheduled Marketing Effectiveness Report will include a CSV attachment consisting of the report's statistics.
- Recipients: Select the DemandCenter user(s) to whom you would like to send the Scheduled Marketing Effectiveness Report Email.
- Frequency: Select the ongoing interval at which you would like this Scheduled Marketing Effectiveness Report to be processed and sent.
- Repeat Daily -- the report will be processed and sent every day.
- Repeat Weekly -- the report will be processed and sent every 7 days. Select the day(s) of the week on which you would like the weekly report to be processed and sent.
- Repeat Monthly -- the report will be processed and sent once a month. Select the date of the month on which you would like the weekly report to be processed and sent.
- Starts: Select the date on which you would like this Marketing Effectiveness Report Schedule to become effective.
- Ends: Select when you would like this Marketing Effectiveness Report Schedule to stop sending.
- Never -- the schedule will continue to run indefinitely.
- After Number of Occurrences -- the schedule will end after the specific number of repeats that you specify.
- On Specific Date -- the schedule will end on the exact date that you specify.
- Run Time: Select the time of day at which you would this Scheduled Marketing Effectiveness Report to be processed and sent on a recurring basis.
6. When finished, click Save to create your new Marketing Effectiveness Report Schedule.
To delete an existing Marketing Effectiveness Report Schedule:
- Go to Reports > Marketing Effectiveness.
- Under Report Scheduling, click View Scheduled Reports.
- To the right of the Marketing Effectiveness Report Schedule that you would like to delete, click the Delete
icon. A confirmation window will open.
- In the Delete dialog, click Delete to confirm and complete the deletion. Marketing Effectiveness Report Emails will no longer be sent from the deleted Schedule.