Step 4 – Campaign Scheduling
2 min read
Step 4 of the Campaign Wizard configures when your discount campaign runs. You can set one-time schedules or create recurring patterns for automated promotions.
Quick Duration Setup Card #
Choose from preset durations for common campaign lengths:
| Preset | Duration | Use Case |
|---|---|---|
| Flash Sale | 24 hours | Limited-time urgent promotions |
| Weekend Deal | 3 days | Friday-Sunday promotions |
| Weekly Sale | 7 days | Standard weekly promotions |
| Monthly Campaign | 30 days | Month-long seasonal sales |
| Custom | Your choice | Set specific dates manually |
Selecting a preset automatically sets the end date based on your start date.
Schedule Configuration Card #
Campaign Start Type #
Choose when your campaign begins:
Start Immediately #
Campaign becomes active as soon as you launch it.
- Perfect for urgent promotions
- Discounts appear immediately on your store
- No start date needed
Scheduled Start #
Campaign activates at a specific date and time.
- Ideal for planned promotions
- Set exact start date and time
- Campaign stays in “scheduled” status until start time
Start Date & Time #
When using scheduled start:
- Date: Click the calendar icon to select
- Time: Set the exact hour and minute
- Dates in the past (within 5 minutes) are allowed for processing time
End Date & Time #
Configure when the campaign expires:
- Set an end date: Campaign stops at this date/time
- Leave empty: Campaign runs indefinitely until manually stopped
- Clear button (X): Remove the end date to run indefinitely
Duration Display #
Shows the calculated duration between start and end dates:
- Displays in days and hours
- Updates automatically as you change dates
- Shows helpful tips based on duration length
Timezone #
All dates and times use your WordPress site timezone. This is shown in the timezone indicator for reference.
Recurring Schedule Card #
Set up campaigns that repeat automatically.
Enable Recurring #
Toggle to activate recurring scheduling. When enabled, additional options appear.
Repeat Every #
Set the recurrence interval:
| Pattern | Example | Use Case |
|---|---|---|
| Daily | Every 1 day | Daily deals |
| Weekly | Every 1 week | Weekend sales |
| Monthly | Every 1 month | Monthly promotions |
You can also set custom intervals:
- Every 2 weeks
- Every 3 days
- Every 2 months
On Days (Weekly Pattern) #
When using weekly recurrence, select which days:
- Monday through Sunday checkboxes
- Select one or more days
- Example: Monday and Thursday for bi-weekly sales
Ends #
Choose when the recurring pattern stops:
| Option | Description |
|---|---|
| Never | Repeats indefinitely (recommended: limit to 6 months) |
| After X occurrences | Stops after a set number of cycles (e.g., after 10 occurrences) |
| On date | Stops on a specific date |
Next Occurrences Preview #
Shows a preview of upcoming campaign occurrences based on your settings. This helps you verify the pattern is correct before launching.
Important Recurring Notes #
The warning panel displays important considerations:
- Keep recurring periods to 6 months or less
- End date is required for recurring campaigns
- Each occurrence uses the campaign configuration from creation time
- Review if products or prices change significantly
Recurring Campaign Examples #
Weekly Flash Sale #
- Pattern: Weekly
- Days: Saturday
- Duration: 24 hours
- Ends: After 12 occurrences (3 months)
Monthly First-Week Sale #
- Pattern: Monthly
- Start: 1st of each month
- Duration: 7 days
- Ends: On specific date (end of year)
Bi-Weekly Promotion #
- Pattern: Every 2 weeks
- Days: Friday-Sunday
- Duration: 3 days
- Ends: Never (monitor and adjust)
Sidebar Information #
While on Step 4, the sidebar shows:
- Schedule summary
- Start/end dates formatted
- Recurring pattern description
- Next occurrence dates
Validation Requirements #
To proceed to Step 5:
- If scheduled: Start date must be valid
- If end date set: Must be after start date
- If recurring enabled: Valid interval and pattern
- If recurring with “after X”: Valid occurrence count
- If recurring with “on date”: Valid end date
Scheduling Tips #
- Test with Short Durations: Start with a 1-day test before long campaigns
- Consider Timezones: Remember customers may be in different timezones
- Plan Around Events: Align with holidays, seasons, and shopping events
- Recurring Limits: Don’t set recurring campaigns more than 6 months out
- End Date Safety: Always set end dates for promotional campaigns
- Time of Day: Consider when your customers shop most