CX Create / Flow Holiday/Dynamic Date Schedules
CX Create has the ability to create and assign custom schedules to any CommFlow.
Part of configuring a CommFlow is deciding whether or not it will utilize the dynamic date feature. If so, it will see every Monday-Friday as business days unless a custom calendar is attached.
If you reference shipping times of 1-3 days and you make a sale on Christmas Eve, CX Create needs to know to take the holidays into consideration. Or, perhaps you are selling items from a warehouse that doesn't ship on Mondays. Schedules help in these situations, preventing the need for agents to count days on a calendar, and reducing human error.
*Schedules are also a necessary component of Split Node testing, which is covered in a separate article.
This article covers:
It's good practice to make schedules ahead of time. Because they are created independently from the Scripts and CommFlows, they can be made, stored, and then associated with a CommFlow as needed.
1. Getting Started
If you are at this point, you probably already have an idea of what type of schedule you want to create. A few things about Schedules to keep in mind:
- they can be modified at any time
- they can not be cloned or copied
- multiple schedules can be assigned to a CommFlow for dynamic date usage
- they can be configured weekly, monthly, or by a set of specific dates
2. Creating a Schedule
- Click Schedules in the left-hand navigation bar
- Click +New schedule in the top left
- On the New Schedule page:
- Name: Label for the schedule
- Description: (optional)
- Type:
- weekly: Displays all the days of the week (Sun-Sat).
To add a time slot, click in the gray area on the desired day, then drag the edge of the time slot left/right to lengthen or shorten it. The start and end times will adjust as you move. A 24-hour clock is used.
To delete a scheduled time slot, right click on it and choose delete. - monthly: Displays a timeline that allows you to select a date or range of dates which would be repeated every month.
This type of schedule goes by date only (1st, 2nd, 3rd, etc). A monthly schedule does not allow you to set a complex schedule such as "First and third Thursday of every month" since those days will fall on different dates from month to month.
To add a date, click in the gray area. Click and drag to adjust to the desired date or click and drag the edge of the date to create a range of dates.
To delete a scheduled date range, right click on it and choose delete.
If you are unable to see date\time ranges past a certain point, maximize your screen! - dates: Lets you set a range of dates that are not repeated.
By default, the Start date will be today's date and the End date will be tomorrow's date. Both times will display as 00:00.
To change the start/end date, click on the date, then, navigate to the desired date on the calendar and click to select it.
To change the start/end time, click the hours/minutes and select from the dropdown (24 hour clock format)
To block a full day(s), it is advised that the start time is set to 00:00 and the end time set to 23:59
*The above entry blocks out 2 full days, starting at midnight on the 23rd, and ending 48 hours later, at 11:59pm on the 24th.
To add a separate date or date range entry, click the + button - When all of the desired dates have been added, click Create
Click OK to close the pop-up and return to the Schedule list. The schedule you just created is now available to be used.
- weekly: Displays all the days of the week (Sun-Sat).
3. Assigning the Schedule to the CommFlow
Now that the schedule has been created, it can be associated with one or more CommFlows.
- Click CommFlows in the left-hand navigation bar
- Find the CommFlow you wish to attach the schedule to, and click to open it
- Click the Edit button in the top right
- Click the Dynamic date holiday scheduling text box
- Begin typing the name of the schedule you want to use, or navigate through the list using the Prev/Next buttons
- Click to add the schedule(s)
*To remove a schedule, click the x to clear it - Click Update to save and close the CommFlow settings