Duplicating a schedule and scheduling challenges

Duplicating a schedule

You may want to duplicate a schedule and then edit it. To duplicate a schedule:

  1. Click the three-dot menu at the top right of the dashboard.

  2. Select Schedule delivery from the drop-down menu.

  3. In the existing schedules window, click the three-dot menu that applies to the schedule you would like to edit.

  4. Choose Duplicate from the drop-down menu.

  5. The schedule and send window appears for the duplicate schedule. “Copy” is appended to the schedule name.

  6. Make your edits.

  7. Click Save when your edits are complete, or click Cancel to cancel your edits and delete the duplicated schedule.

The original schedule remains unchanged when you make a duplicate.

The filters in a duplicate schedule will be set to the same values as are present in the Filters tab of the original schedule, although you can edit these values. If any filters have changed since the creation of the original schedule, the filters will be affected as shown in the When dashboard filters change section. If a required filter was later added to the dashboard that the original schedule is based on, you need to select a value for that filter before saving the duplicated schedule.

Scheduling challenges

At times, a scheduled delivery could fail to reach one or more of its recipients. This could happen if the underlying model has an error, if the recipient does not have access to the data, or if there are rendering problems or page errors. The data destination reports an error if it is unable to connect to the specified endpoint.

If such issues occur, Centricity sends an email to notify the schedule’s creator. The email includes a link to the scheduled content, a list of the recipients it failed to reach, and more information, if available, about the problem Centricity encountered when trying to reach the recipients.



 

 

More questions about Centricity? Check out our website or talk to our Support Team.