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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.
- 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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