This feature allows you to program several successive collections for automated sendings.
Configure sendings
At least one sending rule must have been created in order to create your sending schedule.
- If you have just created a sending rule, you will automatically be directed to the sending schedule. If not, access the list of Surveys from the main navigation menu, click on the survey and go to Distribution, then Sendings.
- Select the Sending method.
- Choose the sending time:
- Upon message reception: the survey will be sent as soon as we receive a HL7 message that matches one of the sending rules.
- Schedule the sending: send the survey at a later time or date.
Schedule several sendings
Once you select Schedule the sending, you can schedule up to 10 successive sendings:
- For the first sending, select a date and time in the future.
- Click on Add a sending to add another one.
- When scheduling additional sendings, make sure to choose:
- How many days after the initial sending you wish to send the additional one
- The time at which you wish to send it
- To delete a sending, click on the trash icon located on the right of that particular sending.
- Once you have scheduled all the sendings, click on Save.
Manage configuration errors
Our system will verify the validity of your scheduling configuration:
- Make sure that you enter a valid number of days and time.
- Make sure to respect the limitation period that has been defined for that particular survey, under Distribution.
Modify scheduled sendings
- From Automated sendings, you can view all the sendings configurations.
- To edit a configuration, click on the Edit button right next to that particular rule.
- Make your changes.
- Click on Save to apply changes.
Reminders apply to all scheduled sendings and can be configured separately, under Reminders.