When launching initiatives in Daxko Engage, users needed to manually launch them at the desired date and time.
Now, Manager-level users can easily schedule initiatives to launch at a certain date and time in the future.
As you create a new planning initiative, you’ll now see two scheduling options on Step 4 of the initiative setup.
Launch Now – This option allows you to launch an initiative right away. After selecting this option, click Review and Launch to review the details and confirm the launch of the initiative.
Schedule Launch – This option allows you to schedule the initiative to launch at a certain date and time. You can select today’s date or any date in the future, and select a time of day (within 5 minute increments). After selecting the schedule, make sure to click Review + Launch to confirm the scheduled launch date.
Note: Scheduled launch times will reflect your association’s time zone.
Scheduled Initiatives Tab
Scheduled Initiatives now will appear in a new tab, next to Planning. This new area lists any upcoming scheduled launches, with the soonest launch at the top.
Editing or unscheduling an initiative that’s scheduled to launch
If you need to make changes to the content of the initiative or the scheduled launch time, click Unschedule next to the initiative name in the Scheduled tab. This will unschedule the initiative and send it back to Planning, where you can make any needed changes and/or reset the schedule.
One time initiatives
For one-time initiatives, the initiative will launch at the specified date and time. Any further steps will happen on the timeframe that’s set in the initiative workflow.
For ongoing initiatives, people are automatically added or removed from the group every morning around 5 am Central. After the scheduled launch, this will still be the case and they will begin on Step 1 of the ongoing initiative at that time that they enter the group.