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Important

Recurring Campaign can be created from the new UI only.

To create a recurring campaign, perform the following:

Step 1. Create Audience Filter

• Navigate to the Audience page and create an audience group using the Import via FTP Connector option.
• Save and share the name with the user who adds the file to the FTP. The file name should match the CSV file name in the FTP location.

Step 2. Create Connect+ Dataflow

• Navigate to Connect+ and create a Connect+ template using the Audience Reload from FTP template.
• Engage updates the audience group within 15 minutes after the Connect+ dataflow runs.

Step 3. Create Campaign

• Navigate to Engage and create a Broadcast Campaign.
• Select the audience group created for this recurring campaign.
• In the Schedule option, select Repeat Periodically. Define the following:
  • Campaign repeat schedule
  • Duration of recurring campaign message
  • Time to send the message. Schedule the message for at least four hours after the Connect+ dataflow updates the audience group.

For more information refer to schedule message documentation.

Step 4. Monitor and Troubleshoot

• Data flow logs: check processed count and errors.
• Campaign dashboard: verify send counts and engagement.
• For FTP issues, review the error folder.
• If you see “Waiting for file,” confirm the file name and path.

Best Practices

• Always use matching names for filters, files, data flows, and campaigns.
• Build in a buffer (e.g., upload file 4 hours before campaign runtime).
• Test with a small CSV of known user IDs before full launch.
• Document all credentials and paths in a shared, secure location.