Frequency Governance

Frequency Governance allows Administrators to indicate the days of the week users can schedule campaigns, cap the number of emails a user can schedule per week and per month, and set specific rules at the Group-level.

Click on the User Options menu in the top right of the Radiate screen and select Account Settings from the dropdown menu.

From the Account Settings page, click on the Frequency Rules tab.

Account-Wide Frequency Rules

Account-wide frequency rules will apply to ALL groups.

Under Account-Wide Frequency Rules, click on the pencil icon to open the Edit Frequency Rules window.

Edit the rules as needed.

• Daily Settings: Indicate the days of the week users can schedule campaigns.
  • Allow All Days: Users will be able to schedule campaigns on all days of the week.
  • Limit to Specific Days: Users will only be able to schedule campaigns for the selected days of the week.
    • For example, if you'd like to exclude Mondays as launch dates, you'd deselect Monday.
• Weekly Limits per Location: Cap the number of emails a user can schedule per week.
  • This is at the store level so owners can create more than the capped number as long as it's to different stores.
• Monthly Limits per Location: Cap the number of emails a user can schedule per month.
• This is at the store level so owners can create more than the capped number as long as it's to different stores.

Click the blue Save Changes button.

Group-Level Frequency Rules

You can also set specific rules for the Group-Level. These rules will override Account-Wide settings, whether they are more or less strict.

In the Group Frequency Rules section, click the Add Group(s) button to open the Edit Frequency Rules window.

Edit the settings and select group(s) under Assign Rules to Group(s).

Click the blue Save Changes button.

Editing Frequency Rules

To edit Account-Wide or Group frequency rules. Click on the pencil icon to open the Edit Frequency Rules window.

Deleting Frequency Rules

To delete a frequency rule, click on the trashcan icon.

In the Confirm Delete window, click on the Delete button.

What Users Will See

Users will receive warnings when the created campaigns start approaching the specified limits and will be prevented from scheduling if they have reached the limit. See an example below.

All locations that are approaching the sending limit will appear in red.

From the warning window, they can edit the launch date or the stores selected for the conflicting campaigns. Users can only edit the launch date and/or store selections for the campaigns they've created.

Overriding Frequency Rules for a Specific Campaign

Multigroup Campaign Managers and Administrators can override frequency limits for campaigns if any emergency campaigns need to go out by using the Disable Frequency Limits toggle on the Scheduling step.