Schedule Automations to Run

  • Updated

Context

After you create an Automation, you can schedule when and how often you want it to run. From the Scheduler tab, you can use one of the following options to schedule an Automation to run:

  • Run Once Now: Runs an Automation once immediately. 
  • Schedule Run: Schedules an Automation to run once at a later date and time. This option can be used multiple times to schedule additional runs for an Automation.
  • Make Recurring: Schedules an Automation to run on a recurring schedule.

If you want to see the number of accounts or people that currently qualify for an Automation before you schedule it to run, click the Set to Effect icon. The number shown may differ from the number shown in the Selector tab because of the Qualification Rules set up for the Automation.

When you use the Schedule Run and Make Recurring options, Demandbase adds entries under Upcoming Runs and allows you to Activate the Automation.

Important: If you want an Automation to run at the scheduled times, you must first activate it. See Activate an Automation.

Schedule_Automation_Example.png

About Daylight Saving Time

Demandbase converts scheduled run times to account for Daylight Saving Time. For example, if an Automation is scheduled to run at 8 am PST, Demandbase updates the scheduled time to 8 am PDT after the time change. 

If an Automation is scheduled to run during the hour when clocks are set forward, Demandbase skips the run. If an Automation is scheduled to run during the hour when clocks are set back, Demandbase accounts for the time change and runs the Automation only once.

Prerequisites/Preparation

You must have Administrative privileges or be assigned to a permission set with the required access to use Orchestration.

You have the Demandbase Orchestration solution.

You have created an Automation and defined the Selector criteria.

Steps: Run Once Now

  1. From the left navigation bar, go to Orchestration_N.png Orchestration > Automations.
  2. Click the name of an Automation and click the Scheduler tab.
  3. Click Run Once Now.
  4. In the Run Once Now window, review the number of accounts or people that qualify for the action and click Run.
    Schedule_Automation_Run_Once.png

Outcome: Run Once Now

Demandbase temporarily sets the Automation to Active while it runs and deactivates it afterwards.

Schedule_Automation_Active.png

Steps: Schedule Run

  1. From the left navigation bar, go to Orchestration_N.png Orchestration > Automations.
  2. Click the name of an Automation and click the Scheduler tab.
  3. Click Schedule Run.
  4. In the Schedule Run window, select the date and time you want the Automation to run and click Save.
    Schedule_Automation_Schedule_Run.png

Outcome: Schedule Run

Demandbase adds a Scheduled entry under Upcoming Runs. Click Activate to confirm the scheduled run or roll over the entry and click the Delete icon Delete_Scheduled_Run.png to cancel the scheduled run.

Schedule_Automation_Cancel_Run.png

Steps: Make Recurring

  1. From the left navigation bar, go to Orchestration_N.png Orchestration > Automations.
  2. Click the name of an Automation and click the Scheduler tab.
  3. Click Recurring Run.
  4. In the Recurring Run window, enter the following:
    • Type: Select if you want the Automation to run Hourly, Daily, Weekly, or Monthly.
    • First Run: Select the date and time you want the Automation to run first. The first run does not need to be on the same day as your recurring schedule.
    • Repeat Every: Select an option for how often you want the Automation run to repeat.
      • For hourly runs, select the number of hours between runs.
      • For daily runs, select the number of days between runs.
      • For weekly runs, select the number of weeks between runs and select the day(s) of the week you want the Automation to run.
      • For monthly runs, select the number of months between runs and the day of the month you want the Automation to run.
    • End: Select a date and time if you want the Automation to stop running. By default, the option is set to Never. The end date does not need to be on the same day as your recurring schedule. The Automation’s last run will be on the last day of the recurrence before the specified end date.
    • Do Not Run On: Select any days of the week that you don’t want the Automation to run. You can also click + Add Specific Date to add specific dates that you don’t want the Automation to run.
      Schedule_Automation_Recurring_Run.png
  5. Click Save.

Outcome: Make Recurring

Demandbase adds the first 10 Recurring entries under Upcoming Runs. Click Activate to confirm the recurring runs or roll over an entry and click the Delete icon Delete_Scheduled_Run.png to cancel a recurrence. Click the schedule details to update the schedule or click the Delete icon Delete_Schedule_N.png to delete the scheduled recurring runs.

Schedule_Automation_Cancel_Recurring.png

Next Steps

If you used the Schedule Run or Make Recurring options to schedule an Automation to run, you must activate the Automation for it to run. See Activate an Automation.

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