Batch jobs function similarly for the Global Scheduler and the Smart Scheduler (from the Event record). The primary difference is that if the Email Notification Settings Consolidated email frequency is set to “Once in a day,” the batch volume for the Global Scheduler can be much higher when many record updates occur in a single day. This scenario will not occur with the Smart Scheduler.
If you want to update the Consolidated email frequency field, go to the Smart Scheduler Admin tab, click the Configuration Settings icon in the left-hand navigation, and set Consolidated email frequency to “Once in a day.”
Let’s explore how to create a schedule and send an Email via the Global Scheduler.
- Go to Blackthorn | Scheduler Admin > Administration > Messages.
- Click New Message.
Recipients Section
- Select Schedule “an Email”.
- Choose a Base Object.
- Choose a Related Object.
- Complete the mandatory fields.
- Schedule Name
- From Email Address
- To Email
- Provide any conditions (if any)
- Click Next.
Schedule Section
Enter the required information to schedule the email.
Message Section
- Select a Template, if using one.
- Click Next.
Send Test Section
- Enter a Test Email(s). Make sure to use an email that can be checked easily. Using your email is a good option.
- Select a Test Record.
- Click Send Test.
- After you receive the success message, click Schedule. Your recipients will receive the email per the scheduled date and time.
