Schedule Trigger

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Key Features

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Getting Started

To set up a Schedule trigger:

1. Go to doozy.live/app and open Tracks
2. Create a new track
3. Select Schedule as your trigger type
4. Choose your frequency and timing
5. Select your user source (channels, departments, etc.)
6. Configure any advanced filters
7. Set up your track content and steps
8. Click Done, then activate the track from its own page

The Schedule trigger is your foundation for creating systematic learning and development programs that maximize knowledge retention.

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Choosing the first run

Next date in the trigger panel sets when the schedule first runs. It is optional while the track is a draft: leave it blank and Doozy asks for a date when you activate. Once the track is active the date is required, because a live schedule must have a next run. At activation, the dialog prefills the next date that fits the frequency you chose and shows the recurrence and time it will use, for example “Runs weekly at 09:00 (Europe/London)”. Pick a date and click Confirm. A paused track shows Resume track and asks when it should next run. Leaving the suggested date alone keeps the schedule the track already had; changing it re-anchors the series from the date you pick.

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One-off schedules

Set the frequency to once to schedule one run at the configured start date and time. If that time has passed when you activate or resume an unstarted track, choose Start now or Reschedule. Review the step times, then click Confirm. Cancel leaves the track inactive. Both choices move the start and shift the step times together. For example, a 10:00 start with steps at 10:01 and 10:02 becomes a 10:05 start with steps at 10:06 and 10:07. Working days still apply. The preview uses the schedule’s time zone; per-person tracks deliver steps in each person’s time zone. Resuming a one-off that has already started does not schedule another run. The read-only next_run_at field contains the next scheduled run time. It is null when no future run is scheduled, including for draft or paused tracks and after Doozy finishes processing a one-off schedule. Updating other track fields does not schedule another run. To schedule another run, change the start date, time, or time zone.

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Advanced Filtering

Combine Schedule triggers with advanced filters for targeted learning:

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By Manager Status

• Managers: Leadership development, team management training
• Individual Contributors: Skills development, role-specific training

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By Department

• Engineering: Technical skills, development practices
• Sales: Product knowledge, sales methodology
• HR: Compliance training, people management

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Configuration Tips

1. Test Your Setup: Start with a small group to validate timing and content flow
2. Monitor Engagement: Track which content types and timing work best for your team
3. Adjust Based on Feedback: Regularly review and refine your approach
4. Document Your Strategy: Keep track of what works for future programs
5. Consider Time Zones: Ensure content arrives at appropriate times for all team members

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Common Use Cases

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Drip Learning Programs

Weekly skill-building content delivered to specific teams for gradual knowledge acquisition.

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Compliance Training

Monthly reinforcement of policies and procedures to ensure ongoing compliance.

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Onboarding Journeys

Progressive learning tracks for new hires over their first 90 days.

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Professional Development

Quarterly goal-setting and review cycles to support career growth.

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Knowledge Reinforcement

Daily or weekly tips and best practices to keep skills sharp.

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Team Check-ins

Regular pulse surveys to measure learning progress and engagement.