Scheduled Changes
All scheduled changes that will or have happened in the Swaarm MMP can be found in the left menu bar under Tools > Scheduled Changes.
You can also find any scheduled changes on detail pages under the Scheduled Changes tab. For example, on the Offer Details page in the image below.
Scheduled Changes Columns
Column | Description | Example |
Type | The type of action that was scheduled |
|
Note | Internal note added to the schedule change, usually written to inform the reason for the change | We updated the budget for the seasonal campaign. |
Status | Status of the scheduled change |
|
Scheduled for | Time & date the change was scheduled to execute | 2023-10-05 12:20 |
Created at | Time & date the change was created | 2023-10-04 10:00 |
Executed at | Time & date the change was executed | 2023-10-05 12:20 |
Created by | User who created the scheduled change | Initials of user will be displayed JS (John Smith), you can hover to see full name |
Scheduled Change Types
Swaarm platform supports the following types of scheduled changes:
Offer Change
This schedule change will update the details of the offer at the given scheduled date and time. Additionally, it will send an email to those partners informing them that the offer details have been updated.
How to Schedule an Offer Change
Go to the Offer Details page you want to update
Click Edit in the top right corner
On the General Tab update any field
Select Schedule Update instead of Save
Select the date when you want this change to be effective from
Add a Message for the email notification sent to the partner
Optional: Add an internal note to describe the scheduled change
Click Schedule
An email notification will be sent to partner contacts regarding the change
📩 Offer Change Notification
An email is sent only to contacts of partners that are approved on the offer. Contacts of partners that are blocked on the offer will not get the email.
An email is sent to the partner contact that has the notification flag enabled.
The notification can be found under the menu Notifications > Email and Scheduled Changes.
Offer Pause
This schedule change will update the status of the offer to Pause at the given scheduled date and time. Additionally, it will send an email to those partners informing them that the offer has been paused due to the reason you select in the configuration.
How to Schedule an Offer Pause
Go to the Offer Details page you want to update
Select Scheduled Changes tab
Click + Create Scheduled Change
Select the Pause tab
Select the date when you want this change to be effective from
Select the Reason why the offer is paused
The Message sent to partners will be auto-generated based on the reason
You can edit the message
Optional: Add an internal note to describe the scheduled change
Click Schedule
An email notification will be sent to partner contacts regarding the change
📩 Offer Pause Notification
An email is sent only to contacts of partners that are approved on the offer. Contacts of partners that are blocked on the offer will not get the email
An email is sent to the partner contact that has the notification flag enabled.
Partner Stop
This schedule change will block one or multiple partners at the given scheduled date. Additionally, it will send an email to those partners informing them that the offer has been paused for them.
How to Schedule an Partner Stop
Go to the Offer Details page you want to update
Select Scheduled Changes tab
Click + Create Scheduled Change
Select the Stop tab
Select the date when you want this change to be effective from
Select the Reason why the partner is blocked
Add a Message for the email notification sent to the partner
Optional: Add an internal note to describe the scheduled change
Click Schedule
An email notification will be sent to the partner contact regarding the change
📩 Partner Stop Notification
An email is sent only to contacts of partners that are approved on the offer and have been selected on this schedule change. If the partner is already blocked, they will not receive a notification.
An email is sent to the partner contact that has the notification flag enabled.
You can see if the email was sent successfully under the Scheduled Changes menu.
Payout Change
This schedule change will update an event's WeGet and TheyGet of the offer at the given scheduled date.
How to Schedule an Offer Payout Change
Go to the Offer Details page you want to update
Select Scheduled Changes tab
Click + Create Scheduled Change
Select the Payout tab
Select the date when you want this change to be effective from
Select the Event for the payout to be updated on
Update the new WeGet and TheyGet
Optional: Add an internal note to describe the scheduled change
Click Schedule
No email notification is sent, however the change is reflected in the Partner Platform and API
💡Special Payouts
If a partner has a special payout, then the special payout will remain for that partner.
You can see which partners have a special payout by spotting the (S) next to their payout.
Push Tool
The Push Tool is not a scheduled change like the previous ones mentioned. The Push Tool is more so a feature that allows you to send multiple offers to multiple partners and configure budgets and payouts all in one tool. However, Push Tool is still included under Scheduled Changes since you are still making a change to offers, partners, budgets and payouts. Push Tool email notifications are available under Notifications > Email tab.
How to Use the Push Tool
Since the Push Tool is another feature, there is a dedicated article on how to use and understand the Push Tool.
Delete Schedule Changes
Once the schedule change is executed or failed, it can not be deleted. If the schedule change is not executed (queued), then you can delete it. You can do this on the Schedule Changes page or on an entity detail page under the Scheduled Changes tab.
How to Delete a Scheduled Change
Go to Tools > Scheduled Changes
Filter Status: Queued
If there are a number of scheduled changes in the queue, then you can do a further search by Creator Name or Type
Click the (red trashcan) Delete button
This will delete the scheduled change, and therefore the change will not be executed.
