Edit a schedule entry for a campaign or campaign sequence

AI-generated summary

Genesys Cloud enables users to edit schedule entries for campaigns and campaign sequences through the Campaign Management interface. Users access the Schedule tab via Menu > Digital and Telephony > Outbound > Campaign Management and can adjust the calendar view by selecting Month, Week, or Day display options. The editing process allows modification of campaign or sequence assignments, time zone selection, and start/end dates and times, with validation preventing past-dated start times. The time zone feature eliminates manual offset calculations by allowing administrators to configure schedules in the resource's local time zone rather than their own; for example, an administrator can set a Hawaii-based campaign to run 9 AM to 6 PM by selecting Pacific/Honolulu without converting from their Indiana time zone. The Divisions field displays the schedule's assigned division, which is inherited from the campaign's division tag and cannot be edited. For recurring events, users can select either "Edit occurrence" to modify a single instance or "Edit series" to update all occurrences. All changes require explicit saving through the Save function.

To edit a schedule entry, follow these steps:

Note: The Divisions field displays the division to which this schedule belongs. The schedule inherits the division to which the campaign is tagged. This field is not editable.

Click Menu > Digital and Telephony > Outbound > Campaign Management.
Click the Schedule tab.
To set the duration of time displayed in the calendar view, click Month, Week, or Day.
If needed, navigate to the date of the schedule you want to edit using the Next or Previous buttons.
Click the schedule entry that you want to edit. The Update Schedule dialog box opens.
(Optional) Select a different campaign or sequence for this schedule.
(Optional) Select a time zone from the Time Zone list. This process identifies the time zone used by the resource and eliminates the need to calculate offsets between the time zone of the administrator and the zone of the resource.
Note: The schedule view shows schedules in the local time of the person viewing them. But when configuring a schedule entry, you express dates and times the same way someone would in their local time. Setting a zone makes it easier to figure out what you’re doing.

For example, if a campaign administrator in Indiana schedules a resource to run from 9 AM to 6 PM in Hawaii, they do not need to figure out what time that is in Indiana local time. Instead, select Pacific/Honolulu as the time zone, and then set the start time to 9 AM and the end time as 6 PM. The administrator can be confident that the resource runs between 9 AM and 6 PM Hawaiian time, without having to calculate offsets between the current Indiana time zone and the resource’s time zone.
(Optional) Update the start date, start time, end date, and end time. The start date of a schedule entry cannot be in the past. The user interface validates this condition and warns, “the start cannot be in the past.”
Click Save.

To edit a recurring event:

Click the recurring event to edit. In the dialog box that appears, click Edit event.
Select one of the following to update your recurring event:
1. Select Edit occurrence, and on the Update Schedule Occurrence window, update the single occurrence of the event.
2. Select Edit series, and on the Update Schedule Series window, update all occurrences of the event.

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Edit a schedule entry for a campaign or campaign sequence

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