Administration: Job Scheduling
Welcome to Job Scheduling in Outbound by Enreach.
If you are an Administrator, you can schedule automated Emails with Reports or Lead Views.
Read through the article, or click a link below to get started.
In this article:
Navigation Page
To access Job Scheduling, expand the Administration drop-down menu and select Job Scheduling.
In the navigation page you will see a list of current Jobs under Job Scheduling. Scroll through them, or use the Search bar to filter the list.
To create a new Job, click + New Job.
Job Settings
In Job Name, enter a descriptive name for your job.
Expand the Job Type drop-down menu and choose between Send Lead Admin Views by Email, and Send User Reports by Email.
You will be able to select which Reports of Views further down under Included.
Check Job is Active if you want to activate the Job immediately.
Job Start Time
Under Schedule, toggle between Weekly and Monthly to set the frequency of the job.
If you have chosen Weekly, set the Day and the time, and if you have chosen Monthly, set the day of the month and the time.
You can preview the next Job start date below.
Sending a monthly report?
Don't choose the 31st!
If you choose this setting, then any month with less than 31 days will be skipped by the automation.
We recommend you select the 1st of the month to see the previous month's report.
Export File Settings
Switch between the CSV, txt, and xlsx tabs to decide in what format you want to export the file.
If you are exporting in CSV or txt, set the Separator and Quotation.
Expand the Encoding drop-down menu to choose between UTF-8, ISO, and Windows encoding.
Enter a password if you want to password-protect the file.
Email Settings
Under Email settings, enter the details of the Email that will send the report. The only mandatory field is To:
- From: The sender email address. If this is left blank, your Outbound by Enreach username will be used.
- To: The receiving email address. Mandatory.
- Bcc: Additional addressed that will receive the email.
- Subject: Enter an email subject line.
- Content: Enter content for the email body.
- Attached File Name: Rename the attached files if necessary.
Included
If you have chosen to send User Reports, select them from the drop-down menu.
If you have chosen to send Lead Views, select them from the drop-down menu.
Click Save to finish configuring the Job, or click Cancel to exit without saving.
