Connection Management: Scheduling Connections

Author: Patrick Schramm
Date: June 11, 2025

🧠 Summary 

How to schedule send connection invites within MirrorWeb Insight, ensuring a more automated and streamlined way to manage outreach to your archived connections.

🛠️ Step-by-Step Instructions

1. Log into MirrorWeb Insight and, once on the main dashboard, locate the Management module from the navigation menu on the left-hand side of the screen. Click to expand it.
2. Within the Management module, click on Connection management to access the area where all existing and potential connection records are handled.
3. Next, select the Connections option. This will bring up a list of all connection profiles associated with your organization.
4. To select multiple connections at once, use the checkboxes next to each connection. You can also use the top checkbox to bulk select all visible connections on the page.
5. With your desired connections selected, click on the Actions button, located at the top of the list. This opens a dropdown menu of available actions you can apply to the selected connections.
6. If you want to send invites immediately to your selected connections, choose Send selected. This action will trigger the sending process right away for those specific connections.
7. If you'd prefer to schedule the sending of invites at a later time, click on Schedule requests from the same Actions dropdown.
8. In the scheduling interface, you’ll be able to set detailed configuration options for how and when the invites should be sent. The two mandatory fields you must complete are:
      -Interval – determines how frequently invites are sent (e.g., every 15 minutes, hourly, daily)
      -Start Time – sets the exact time for the schedule to begin
9. After configuring your schedule, click on the Create schedule button to confirm and activate it. Your request will now be saved and processed according to your chosen parameters.
10. You’ll receive a confirmation notification that your schedule has been successfully created. To review all existing schedules, navigate to the Schedules section.
11. Within the Schedules section, you can find your newly created schedule listed. Click View Schedule to see full details including interval settings, start time, and status.
12. To see which connections are linked to a specific schedule, click on Connections within that schedule’s view. This will display a filtered list of all associated connections.

💡 Pro Tips

To view your Scheduled Connections, please see this article.