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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 Send to MetaEngage is ticked:


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



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


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