I'm trying to understand how to set up the pressure rule so the system will allow to send only 2 emails per week.
But I don't understand how to set the period so the week starts at Sunday and ends on Saturday, so that is the only period of time to check the past or scheduled deliveries.
Also I want to trigger this rule only in certain deliveries, I know I can control this by the Scheduling option of each delivery. If I set it blank the rule won't be triggered, right?
Uff sorry I was taken away.. I was playing with the 'pressure rule' and you can set it up the same way as the custom one I did, in this case.
Just read over the Pressure rules and the functionality you described is possible.
1.Option take the deliveries into account in the provisional calendar has to be checked in order to consider all scheduled deliveries.
2. You will need to create weight formula by eg. field added under the recipient profile, or define each delivery template weight.
Only one thing in question is whether the week starts on Monday, which you would have to change I guess in the database.
you will need to create filtering typology rule where you do query as follows
you know the exists such as queries right? you can also check the amount of them by adding Count () in front of the expression. In our case Count(broadLog)
You can filter down on broad log records as much you want. e.g. you can add status equal sent as well as nature, ...
after you need to create date range from last monday to the current date. There is a sql function which will give you the first past monday from any date, in our case current date:
so the condition will look like
If the TruncWeek will not return midnight you should change it toDate(truncWeek(getDate()))
Also this rule the more recipients you have the more time it takes to process. If its unbearable.. you will need to put this condition inside technical workflow and update your custom flag inside the recipient profile on daily basis. Then what is left is to set up the typology rule based on the flag
You can create the One Pressure Type Typology Rule -
And if you want to apply this rule to only certain deliveries, then create a new typology with this rule, and use that typology only in the deliveries in which you want to use this rule.
Hope it helps.
"Air Traffic Control" for campaigns is very tough subject and cannot be perfect. Keep in mind the more complex the rules, the slower is the delivery prep since Typology rules/Pressure rules will applied at the time of delivery activity node execution.
Having said that, you can always calculate the Monday of the week using expression and they use Today - Monday of the week date to calculate # of communications/messages sent to a customer and use that in the pressure rule. Assuming here the week is Mon-Sun. Similar approach of your week is Sun-Sat (calculate Sunday date of the current week).
Of course things can get complex if you want the rule to apply to certain type of campaigns/communications but not all of them (back to my first statement above).
Hopefully, this is useful..
the recipients of future deliveries you could not do with the default setup. Why would you need that in the first place?
If you need it.. you will also have to implement delivery priorities. let's say on Monday you run your delivery and the pressure rule sees that the recipient has another 3 other deliveries scheduled that week, what will happen then?
You can do it by creating set of technical workflows, enhancing the recipient schema which will hold the current week deliveries scheduled most probably as link to another table also enhance delivery schema by delivery priority and when you run you proofing workflows you will have to update these tables so your pressure rule sees the future counts and priorities.
Thank you that was a very detailed explanation.
But I have a question, why aren't you using a pressure rule, weren't those made for that? and maybe using them will avoid the fact to create "custom" queries to match the required scenario?
I have created the rule and added it to a Typology. But how can I set it so it evaluates the week from Monday to Sunday? So if the max numero of deliveries is two in a week, that checks only from last Monday to next Sunday (if there are scheduled deliveries).