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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