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How to Send a Policy via MetaEngage

First of all, open the Create Policy window via Products > Policy > Create Policy.

  • Under the 'Options' tab, select Mandatory; and then ensure that Send to MetaEngage is ticked:

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  • Under the 'Recurrence' tab, you can set the Occurrence, Start Date and Completion Time Period:

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Note: The Completion Time Period begins from the date the user(s) are targeted.

 

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