Manage automated marketing tasks

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You can use the automated marketing task list to view task information, such as the task status, and perform management operations. To view the execution details for each marketing action node, go to the Marketing Action tab on the Task Details page. For more information, see Marketing action subtasks.

The automated marketing task list is shown in the following figure.

  • Associated Sub-activities: The sub-activities that are associated with the task. If a number is displayed, you can hover over it to view all associated sub-activities.

  • Last Modified: The time when the task was last modified. If the task has not been modified, the creation time is displayed.

  • Start Time: The time when the task starts to execute, even if it is waiting for a trigger.

  • Stop Time: The time when the task execution stops.

  • Task Trigger Condition: Tasks are triggered by either a behavioral event or for a specific audience.

    For tasks that are triggered for a specific audience on a recurring basis (also called recurring tasks), the system creates an execution record for each execution cycle. The record is named in the format: Task Name_Execution Cycle. The record is displayed on the Execution Records tab of the Task Details page, as shown in the following figure.

    Note
    • If you pause a recurring task, the current cycle continues to run until it finishes. The next cycle does not start.

    • If you restart a recurring task after you pause it, a new cycle starts.

    • If you stop only the current cycle, the recurring task continues to the next cycle.

  • Status:

    Status

    Description

    Applicable to task type (Y: Yes, N: No)

    Behavioral event-triggered task

    Non-recurring audience-triggered task

    Recurring audience-triggered task

    Single execution cycle of a recurring task

    Incomplete

    The task information is incomplete. At least one branch does not end with a marketing action or an End component.

    Y

    Y

    Y

    N

    Not Started

    The task information is complete, but the task has not started.

    Y

    Y

    Y

    N

    Pending

    The task has started and is waiting for its trigger conditions to be met.

    Y

    Y

    Y

    Y

    Running

    The task is running.

    Y

    Y

    Y

    Y

    Paused

    The task was manually paused. This applies only to audience-triggered tasks.

    N

    Y

    Y

    N

    Stopped

    The task was manually stopped. This applies only to behavioral event-triggered tasks.

    Y

    N

    N

    Y

    Finished

    All automated nodes in the task completed successfully.

    Y

    Y

    Y

    Y

    Ended with errors

    At least one automated node in the task failed, which stopped the task from continuing.

    Y

    Y

    Y

    Y

  • Operations:

    Action button

    Description

    Applicable to task type (Y: Yes, N: No)

    Behavioral event-triggered task

    Non-recurring audience-triggered task

    Recurring audience-triggered task

    Single execution cycle of a recurring task

    View/Edit

    Click to go to the task configuration page to view the configuration and execution status.

    If the task has not started, you can edit it. The editing process is the same as the creation process.

    Y

    Y

    Y

    N

    View

    Click to go to the task configuration page to view the configuration and execution status.

    N

    N

    N

    Y

    Start

    Starts the task.

    If you restart a recurring task after you pause it, a new cycle starts.

    Y

    Y

    Y

    N

    Pause

    After a task starts, you can pause it and then restart it.

    If you pause a recurring task, the current cycle continues to run until it finishes, but the next cycle does not start.

    N

    Y

    Y

    N

    Stop

    After a task starts, you can stop it. It cannot be restarted.

    For a recurring task, if you manually stop the current cycle, its status changes to Finished. The recurring task's status remains Running, and the next cycle runs as scheduled.

    Y

    N

    N

    Y

    Delete

    Deletes the task.

    Note

    Tasks with a status of Pending or Running cannot be deleted.

    Y

    Y

    Y

    N

    Copy

    Copies the task configuration and opens the task configuration page. You can use the original configuration or modify it. For more information, see Create an automated marketing task.

    Y

    Y

    Y

    N

    Task Details

    Go to the Task Details page:

    • On the Marketing Action tab, view execution information for each marketing action node. For more information, see Marketing action subtasks.

    • For recurring tasks, you can also manage execution cycles and view their status on the Execution Records tab.

    Y

    Y

    Y

    N