How-To: Schedule Your Action to Run

Overview

Scheduling an action allows it to run at a specified time.

Instructions

1. Navigate to Actions

2. Click on the Action you would like to create a schedule for or edit the schedule within. You will be directed to the Review Action page, or using the navigation, make your way to that page.

   

   
   

   
   

3. You will be able to Set Up a Schedule for Your Action. Select Create Schedule.

   
   

4. Add the Days and Time (CDT) that work best for your customer and that aligns with the data source selected. When complete, select the blue Update button.

   
   

5. A confirmation pop-up box will show you the next run time based on your schedule. Click I’m Done to navigate back to the main page, or click Close to stay on the Review action page and continue adjusting your action.

   

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