Delivery Settings

Delivery settings control when and how many contacts can be delivered to a playbook. These are configured in the Delivery tab under the Settings section.

Delivery Limits

Limits cap the number of contacts delivered to a playbook within a time period.

Daily Cap

• Cap — Maximum contacts per day
• Action — What happens when the cap is hit:
  • Queue — Hold contacts until the next day
  • Next Priority — Try fallback playbooks
  • Specific Playbook — Route to a designated playbook

Daily limits reset at midnight in the playbook's configured timezone.

Lifetime Cap

• Cap — Maximum total contacts in a date range
• Start Date / End Date — The window for the lifetime cap
• Action — Same options as daily cap (queue, next priority, specific playbook)

Delivery Schedule

The delivery schedule controls which days and times contacts can be delivered.

Configuration

• Timezone — All schedule times use this timezone (e.g., America/Los_Angeles)
• Off-Hours Action — What happens outside the schedule:
  • None — Always deliver (schedule ignored)
  • Queue — Hold contacts until the next available window
  • Next Priority — Try fallback playbooks
  • Specific Playbook — Route to a designated playbook

Day Schedules

Each day of the week can be independently configured:

• Active — Toggle whether contacts can be delivered on this day
• Start Time — Earliest delivery time (e.g., 09:00)
• End Time — Latest delivery time (e.g., 17:00)

Inactive days block all delivery. Contacts submitted outside the schedule follow the off-hours action.

Constraint Evaluation Order

When a contact is ready for delivery, constraints are checked in this order:

1. Lifetime limits — Most restrictive, checked first
2. Daily limits
3. Delivery schedule

If any constraint blocks delivery, the configured action is taken (queue, fallback, or specific playbook). If all pass, the contact is delivered immediately.