Creating Multi-Stage Execution Plans

Campaign managers have the possibility of creating a multi-stage execution plan for the campaign stages that can be started manually, set to run automatically at a certain date and time, or with a defined recurrence. To set up a multi-stage execution plan, in the Innovation Studio main menu, go to Automation Blocks> Omnichannel Campaigns > Multi-Stage Execution Plan.

There are two ways to start an execution plan:

• Manually, by using the Start Now button after setting the transition and schedule type.

• Automatically, by defining the schedule rules for a date set in the future, or with a certain recurrence.

Follow the below steps to define and run a multi-stage execution plan.

1. In the Multi-Stage Execution Plan List, click the Insert button from the right upper corner. The Multi-Stage Execution Plan page is displayed.

2. Fill in the fields:

Field	Required	Type	Description
Name	No	Text	The name of the execution plan.
Stage Transition	Yes	Option Set	Establish when to move from one stage to another. This setting applies only when two stages are codependent and it determines when the second stage begins. The available options are: When Stage Completed: the transition occurs when all the messages have been created but have not been yet sent to the recipients. When Stage Sent: the transition occurs when all the generated communications from the message queue are sent to the recipients.
Schedule Type	Yes	Option Set	Schedule when to run the execution plan. The available options are: Manual: The execution plan starts when the Start Now button is pressed. One Time: The execution plan is scheduled to start at a date and time set in the future but only if the execution plan has an Approved business status. Recurrent: Define a recurrence for when new multi-stage execution plan instances are created.
Scheduled Date	Yes	Date	Schedule the date and time when to run the execution plan. NOTE   This field is available only if the Schedule Type field is set to One Time.
Cron Expression	No		Schedule a recurrence for the execution plan. For example, the execution plan can be scheduled to run every day at 9 AM. NOTE   This field is available only if the Schedule Type field is set to Recurrent.
Scheduled Timezone	Yes	Option Set	Select the timezone that applies to the execution plan scheduled date. NOTE   This field is available only if the Schedule Type field is set to either Recurrent or One Time.

Stages Available

This section displays the stages that can be used when running the execution plan.

Field	Description
Campaign	The campaign name that is part of the stage.
Campaign Code	The campaign code.
Stage	The name of the stage.

 

Execution Tree

This section displays the stages selected when running the execution plan. By default, the execution plan runs the stages from the execution tree from top to bottom. Stages can be sequentially ordered by using the drag and drop option to place one stage after another.

 

Field	Description
Stage	The name of the stage.
Campaign	The name of the campaign.

 

After the schedule rules are defined, the campaign manager can set different business statuses for the execution plan based on the business workflow transitions. The execution plan can have the following statuses: Draft, Pending Approval, Approved, Stopped, Denied.

When the execution plan is in Draft status, changes can be made to it by campaign managers. From the Pending Approval status, it can be either approved or denied. If it's in Approved status, then the execution plan can be run, creating new execution plan instances.

If the status is changed to Stopped, then another execution plan instance does not start running on that execution plan. In case an execution plan instance is running while the campaign manager changes the status to Stopped, then the execution plan instance runs until the end.

To stop the instance execution process while the execution plan is running, click on the Stop current instance execution button. This button is visible both at multi-stage execution plan and multi-stage plan instance level.
When clicking the Stop current instance execution button at execution plan level, the stage that is currently running stops. The process of creating and delivering messages is cancelled and the messages that remain to be sent to the recipients are no longer sent.
The Stop current instance execution button that stops running the multi-stage execution plan instance, can be used regardless of the multi-stage execution plan status.

After the multi-stage execution plan starts running, a summary showing the statuses of the execution stage instances that are running is displayed.

Field	Description
Campaign Name	The name of the stage.
Campaign Code	The code of the campaign.
Stage Name	The name of the stage.
Status	The status of the stage: Not Started Started Running Completed Cancelled
Start Date	The start date of the multi-stage execution plan instance.
End Date	The end date of the multi-stage execution plan instance.

Multi-Stage Execution Plan Instances

This section displays the history log of every execution plan run. If, for example, the execution plan has a scheduled recurrence, then every recurrence log is displayed.

Double-click on a record for additional details. A summary of the execution plan is showed:

Field	Description
Name	The name of the multi-stage execution plan instance composed from the multi-stage execution plan name and and the time the instance began to run.
Parent Execution Plan	The parent multi-stage execution plan name.
Execution Status	The multi-stage execution plan instance status.
Finished At	The date and time the multi-execution plan instance finished running.
Execution Tree	A snapshot of the execution tree.

Execution Log

This section displays the actions taken along with the associated stage and ending dates.

Field	Description
Date	The date the execution plan started.
Time	The time the execution plan started
Event	The stage instances events created. For example: Stage Instance Created, Activities/ Actions Created, Queue Items Created, etc.
Stage	Hyperlink to the stage.
Campaign	Hyperlink to the campaign.
Details	Details regarding the execution plan.

Campaign Stage Instances

This section displays information regarding the campaign stage instances. The below data is available.

Field	Description
Campaign	The name of the stage.
Stage	The code of the campaign.
Start Date	The start date of the stage instance.
Activity Date	The date of the campaign activity.
Completed	If true, the stage is completed.
End Date	The end date of the execution plan.
Activity Creation Date	The date the activity is created.
Activity Finish Date	The date the activity is finished.
Has Errors	If true, errors occurred when running the execution plan.
Run Log	The run log of the execution plan.