Activate

Set up and manage automated or triggered communications based on customer behaviour.

Before an automated send or triggered communication will run, it needs to be activated. Activation is the final step in the setup wizard across several areas of UbiQuity.

Once activated, the dashboard updates to show reporting and a history of runs. The send will continue to run on its configured schedule or trigger until you deactivate it.

To make changes after activation, deactivate first, edit, then reactivate.

---

Activating your send

Activate is the often the final step in the setup wizard. Before activating, review your settings - once active, some fields are locked until you deactivate.

Use Run Now where available to trigger the send immediately outside of its regular schedule.

The Activate option appears when you hit Finish on the final step of the wizard, as well as on the Dashboard screens. While the exact placement varies by area, the button looks the same throughout UbiQuity.

Here is an example of an Activate button appearing on the Automated Mailout Dashboard screen.

---

Where Activate applies

• Automated Mailouts

• Automated TXT Outs

• Automated Notifications

• Forms and triggered emails

• Surveys and triggered emails

• Events and triggered emails