From your Campaign Center, create one-time activities on a group of members at once. For example, it could be to send all VIP members from a specific location a push message about the new deals for that location! In this regard, you can perform the activity immediately or schedule it for later.
📹 Learn how to create One-Time Activities with our tutorial video!
Create One-Time Activity
You can create one-time activities on a member segment you define directly in your Campaign Center. You can also initiate a one-time activity on a predefined group of members from your Business Insights, or on a group of members you define in your Data Explorer.
1. From your Campaign Center, click +Activity and then One-Time
2. Select a template from the template library, or select Start from scratch
3. Enter a name for your one-time activity and add a description
4. Select which members to perform the action on by specifying criteria, then click Filter Now
NOTE: Clicking Filter Now will filter all your members according to the criteria you specified. If you wish to create a template or a draft, you can click Save filter criteria and then filter the members when you are ready to perform the activity.
5. Select Now to perform the action right away (default) or schedule it for Later. Then click Save
NOTE: If you schedule the action to be performed later, it will still be performed on the specific members that were filtered now. In other words, the filter won't "refresh" to reflect any changes in your segment between the time the members were filtered and the time the action is scheduled to occur.
6. Select the action you'd like to perform, then click Activate on top when finished
Initiate One-Time From Insights
You can initiate a one-time activity on a pre-selected group of members directly from certain Business Insights. For example, click Target these members to initiate a one-time activity on the exact members that are likely to buy Chocolate Truffle:
Initiate One-Time From Data Explorer
Use the Member Filter from the Data Explorer to filter members and perform one-time activities on them from your Campaign Center.
To create a one-time action:
From Data & BI tab, click Data Explorer.
In order to enable this button, you must build a report (and run it) with the “membership key” field that is under Members > Personal Details.
Select which campaign you'd like to add the one-time action to, and then click OK.
NOTE: If you'd like to add it to a new campaign, create the campaign before the one-time action (or save the one-time action as draft and move it to a new campaign later, see Manage Campaigns & Activities)
Create your one-time activity on the segment you created from your filter.
Once a one-time action is created, it appears with status Active if it was set to be performed now or status Future if it was set to be performed later. Actions which are set to be performed immediately cannot be edited after they are activated. For immediate actions, the status will automatically change to Completed once the action request is initiated.
Export Activity to Excel
After filtering a population click "export to CSV" to export the data. The report will be downloaded to your browser in a just a few seconds and will include all the membership data.
NOTE: At this stage, it will not be possible to export a population of members from a One-Time Activity that was created from Data Explorer.