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Scheduling and Timing Your Campaigns

Updated

Set play Start date and End date, then schedule each touchpoint on the Touchpoints tab using Calendar, Grid, or List view.

Use this article when

  • You need to schedule when each email, ad, or mail piece goes out.
  • You want to visualize the full campaign timeline.
  • You need to adjust timing after Avid AI generates a play.
  • You want to check for overlapping sends or gaps in your sequence.

Applies to and prerequisites

Requirement Details
Feature Playbooks
Permissions Playbooks > Edit
What you need An existing play with at least one touchpoint. Start from the Play Catalog or Create a Play with AI.
Time 5–10 minutes

Steps

  1. Open Playbooks and select your play.

    The play opens in the builder with Strategy, Audiences, and Touchpoints tabs.

  2. Click the Touchpoints tab.

    You see view toggles for Grid, List, and Calendar at the top of the page.

  3. Set the play date range in the touchpoints header. Click Start date or End date and pick dates from the calendar.

    The header shows Date: [Start date] to [End date]. Touchpoint timing is relative to the End date.

  4. Switch to Calendar view to see touchpoints on a timeline.

    Drag a touchpoint to a new day to reschedule it. You can only drag touchpoints that already have a launch date.

  5. To edit one touchpoint, open the actions menu (⋮) and click Edit. Set or change its launch timing in the detail panel.

    Touchpoints without dates appear under No Launch Date in List view.

  6. Review the full timeline in Calendar view. Check for overlapping sends, long gaps, and correct message order.

    Adjust any touchpoint and save before you approve and launch.

What you will see

Each touchpoint shows a Launch Time in List view and a position on the timeline in Calendar view. Scheduled dates are plans until you approve and launch the touchpoint.

How scheduling relates to launch

  • Scheduling sets target dates. Deployment happens when you Approve and Launch a touchpoint.
  • Approve and launch before the first scheduled date to avoid missing your window.
  • Direct mail touchpoints need extra production and mailing time in your schedule.

Next steps

Notes and limits

  • Calendar view requires a play End date. Set the end date first if the calendar is empty.
  • Changing the End date shifts relative touchpoint timing. Review the timeline after any date change.
  • You cannot schedule approved touchpoints in the past.