Auto Injector Set Up Guide

Edited

Step 1. Accessing the Auto-Injector Section

  • Navigate to Injections -> Auto-Injector section.

  • Press the Plus button to initiate a new Injection.


Step 2. Defining the Injection

  • Assign it a Name and Description.

  • Select Filters:

    • State filter is mandatory.


Step 3. Setting the Time Range

  • Date From -> Date To: Define the range of dates.

  • Hours From -> Hours To: Determine specific hours within the date range.

  • Day of Week: Specify which days within the range.


Step 4. Configuring Injection Settings

  • Interval Min-Max: Define the interval in which leads will be injected.

  • Retries: Set the number of re-push attempts.

  • Max Retry Interval: Determine when to drop a lead if the re-push wasn't successful.

  • Final State: Set the state a lead should achieve to be excluded from the Auto Injector.


Step 5. Additional Settings

  • Decide whether to enable Auto-Login.

  • You can introduce additional override fields like Affiliate, Offer, etc.


Step 6. Completing the Setup

  • Press Submit.


Note: Now, every lead that matches the criteria and time-range you've set up will be automatically re-pushed until they reach the FTD state or hit the deadline specified in the Max Retry Interval setting.