What frequency type should I set for my campaign event?
1. Timeline - This option is best for campaigns with linear events. Once a contact has been added to a campaign, this starts the timeline of events. The campaign starts on Month 1 Day 1 and progresses for as long as you need. In this case, we have to use a timeline event to set this postcard to go out on Month 2 Day 15 (or roughly 45 days from the campaign start date).
2. Specific Date - This option is best for campaign events that should go out on a specific date every year. This option works great for holiday events (i.e. set the Specific Date to February 14 for events that should be triggered on Valentine's Day every year).
3. Trigger - This option allows you to set an event around a date that has synced over to Intuvo from your loan origination system or core platform. Trigger events also allow options for the timing around when the event can be triggered. For most loan status updates, the best option is 0 days Before and up to 3 days After.*
* Day 0 is the actual day of an event. If the Underwriting Approval date is July 30 and Intuvo receives that date field on July 30, the email will fire on July 30 as long as all other conditions were met.