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[PREVIEW] SAM real-time campaign

[PREVIEW] SAM real-time campaign

PREVIEW Are you running recurring campaigns with a high-frequency, e.g., less than 1 hour? You can now set-up real-time campaigns that not only are much more responsive but also avoid creating a massive load on your system.

PREVIEW This feature is released for preview. It’s current scope is limited to only a few use-cases, i.e., only for a certain number of specific conditions in the target (see details below).

Solution

We are introducing a new type of SAM campaign, real-time, that are event-based. This means that instead of repeatedly executing heavy queries, often to return no data, the system only captures and processes new records that meet the defined conditions of the target, reducing system load and preventing CPU overload. The cherry on the cake is that the real-time campaign will trigger immediately when a contact meets the criteria of the target.

The number of recurring campaigns allowed to be scheduled under an hour is limited. The real-time campaigns do not count towards this limit.

Whenever scheduling a recurring campaign, if the maximum number of campaigns running under one hour has already been reached:

  • The system will display a warning message, and

  • The shorter scheduling options (5 min, 10 min, 15 min, 30 min) will be hidden.

Once the limit is reached, either:

  • close a currently running recurring campaign to make room for the new one,

  • schedule it with a frequency above one hour,

  • or use a real-time campaign instead.

Getting started

A new Target type (real-time Target) has been added. To configure a real-time campaign, you first need to create a real-time Target. Once the campaign is launched, the system will begin capturing only new records that meet the defined conditions from that point forward.

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To ensure performance the real-time target supports a limited set of conditions:

  • Individual:

    • Last name

    • Email

    • Disability type

  • Membership:

    • Name

  • Season ticket:

    • Name

  • Contact criterion:

    • Centralized

Real-time campaigns only support Email and Advantage channels. The real-time button appears only when one of these channels is selected.

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When scheduling a real-time campaign, the “Run now” and “Run later” are not available, instead the system will force the schedule a recurring with a ”real-time” frequency.

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Here is how it works

  • Create a real-time target.

  • Create a real-time campaign and link it with the Real-time Target

    • Noted that the real-time campaign can only link with one Real-time target at a time

  • Both thAWS.

  • Once the campaign is launched, the system starts catching new records in an event-based manner.

  • Depending on the campaign purpose, corresponding functions will be executed (e.g., sending emails, linking advantages).

 

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