Real-World Example
ABC Collections schedules an EcoLetter reminder for the “Payments Due Next Week” group. The creditor selects a weekly frequency and chooses Thursday, September 3 as the start date.
The campaign repeats every Thursday until the selected end date. Before each delivery, the system checks the group again and sends only to consumers who are allowed to receive the communication. Consumers who opted out or no longer match the audience should not receive it.
Visual Flow
Schedule and Execution
A campaign combines a template, a consumer group, and a schedule. It may run once or repeat daily, weekly, or monthly. The selected start date is the source of truth for recurring delivery:
- A weekly campaign repeats on the same weekday as its start date.
- A monthly campaign prefers the same calendar day as its start date.
- When a month is shorter, a monthly campaign runs on that month’s final valid day instead of skipping the month. For example, a campaign beginning January 31 runs February 28 or 29, March 31, and April 30.
At each execution, the system recalculates the selected group, creates the required EcoLetters, delivers eligible communications, and stores the delivery history. The end date is the final boundary for eligible campaign deliveries.
How It Should Work
- It should let the creditor select the audience, message/template, and schedule.
- It should derive weekly and monthly cadence from the selected start date without asking for a second weekday or monthly-date selection.
- It should deliver on the final valid day when the preferred monthly date does not exist.
- It should send campaigns only according to the selected settings.
- It should respect consumer communication controls and opt-out rules.
- Scheduled campaign processing may happen in the background.
- A recurring campaign should recalculate its audience each time it runs.
- Every execution should retain its own delivery history.
How It Should Not Work
- It should not send a campaign before the scheduled time.
- It should not send to consumers outside the selected audience.
- It should not ignore communication restrictions.
- It should not send duplicate campaign messages for the same scheduled campaign.
- It should not reuse a stale audience for a later recurring execution.
- It should not skip February or another short month when the preferred monthly date is the 29th, 30th, or 31st.
Last modified on August 5, 2026
