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A schedule controls when a rule checks data and applies its selected actions. Use a recent-data exclusion to allow time for conversions to arrive.

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Start with the conversion delay

  1. Edit the rule in Automation Rules.
  2. Choose Default period and EXCLUDE.
  3. Set a different period for an individual condition metric if needed.
  4. Choose Check every. Save the rule.
For leads that usually arrive within an hour, start with Last 1 day, Latest 1 hour, and a 2-hour check interval. Review the results before adjusting the schedule.

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Separate the three decisions

A longer period gives low-volume traffic more data. More frequent checks do not make conversions arrive sooner. Available check intervals depend on the longest period used by the condition metrics, including comparison metrics.

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Understand the hour boundaries

Rule periods follow hour boundaries in UTC. Match those boundaries when comparing a rule with a report. For example, a check at 14:40 UTC, with a 3-hour period and 30-minute exclusion, uses 11:00 through 13:59:59 UTC. With EXCLUDE set to None, the current partial hour is included. If no action occurs, check that the rule is enabled and its period contains matching data. Disabling a rule leaves previous tags and traffic-source changes in place. See Create automation rules.