Scheduled jobs are a great way to get your weekly reports sent to you for usage in other third-party applications. They can be configured to your timezone to allow you to send yourself a report at a specified time in the form of an Excel or CSV file. This article will help you create and utilize scheduled jobs.
If you’d rather watch a step-by-step demonstration, see below or click here.
1. From the home page in Popdock, select the hamburger menu in the upper left corner, and then select Scheduler.
2. Once in the Jobs page, select Click here to add a scheduled job.
3. The Add job modal will open. Start by giving your job a Name, and then use the available drop down menus to select which Connector and List you want to have scheduled.
4. Select the Email radio button, and use the Email address field to enter in the email(s) of the recipients of the job. Use the Subject field to enter a Subject for the email that will be sent. Lastly, use the File format drop down to select the file format that you want your list to be emailed in (CSV or Excel).
5. Lastly, select the Schedule radio button. Here use the Schedule type drop down menu to select the frequency at which you want your email to be sent.
The different options for Schedule type are as followed:
Every day: The scheduled job will run at the specified time every day.
Select days of the week: The job will only run on the specified days of the week and will not run on the days that are not selected (i.e. running the job at the end of the day every Friday).
Select days of the month: The job will only run on the days selected within the month (i.e. the job only runs on the 1st and 15th of every month).
Last day of the month: The job will only run on the last day of the month at the established time.
Lastly, use the Run job at field to enter the time you want your job to be executed at for your selected frequency.
6. Once you have finished filling out each section of the Add job modal, click Save and the job will be run at the designated time. If you want to test the job to make sure it works, you can click the start button to run the job instantly as well.
Questions? Don’t hesitate to contact us at support@eonesolutions.com
