Schedule campaign send

ModuleMarketing (Promotions)

Suggested profileMarketing / Administration

PermissionMarketing submodule: WRITE

StatusValidated

Objective

Schedule the send of a marketing campaign for a future date and time, instead of sending it immediately.

Before starting

• Have the campaign ready (audience and captured message).
• Define the send date and time (with the system timezone).

Step by step

1. In the Marketing module, after capturing the audience and the message, deactivate the Send now option (sendNow).
2. Activate the Schedule option and capture the desired date and time.
3. Confirm with Schedule.

Expected result

• The campaign is scheduled and will be sent automatically at the indicated date and time.
• The system shows a success message.
• The campaign appears as "Scheduled" until the moment of sending.

Pending: add screenshot of marketing-programar-01-formulario.png.

Common errors

Situation	What to do
The campaign is sent instead of being scheduled	Verify that the "Send now" option is deactivated.
The send date is not valid	Adjust the date and time.

Suggested permissions

• Write permission on the Marketing submodule.

Operational recommendations

• Schedule sends outside peak hours (for example, early morning or midday).
• Document the scheduled campaigns in the team's operational calendar.

Relation with other modules

• Audit log: the scheduling is recorded.
• Notifications: the campaign will trigger automatic notifications at the moment of sending.