Hello, I’m trying to find the best way to automate recurring yearly, monthly or weekly sendouts on a specific day. Example Email every 25th of the month.
Thank you
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Yearly, Monthly, Weekly recurring automated sendouts on specific dates
Best answer by Felix
Hey Jon,
that one is a bit tricky. I set up a campaign that could solve your problem. Here is the idea:
- Assign new people a date to an attribute, e.g. “next_sendout”
- Update the attribute “next_sendout” after the sendout
- Use the attribute “next_sendout” to send the email
New people:
After sendout:
In order to send out the email once the date arrives you can use a condition like that:
Hope that helps,
Felix
Hey Jon,
that one is a bit tricky. I set up a campaign that could solve your problem. Here is the idea:
- Assign new people a date to an attribute, e.g. “next_sendout”
- Update the attribute “next_sendout” after the sendout
- Use the attribute “next_sendout” to send the email
New people:
After sendout:
In order to send out the email once the date arrives you can use a condition like that:
Hope that helps,
Felix
Hello Felix, many thanks for your swift response. Sounds a bit complex :)
I was hoping there will be a simple schedule recurring every week or month on a specific day. Seems it can be done on a weekly basis in the campaign flow see the example below; but I couldn’t find an option for a monthly on a specific date…
1 person likes this
Hey Jon,
true that! Would be easier for weekly sendouts your way.
I think the challenge (and that is way it’s not available in the workflow) is that monthly is not simple “+31 days” and yearly is not “+365 days”. I am actually not sure if the “add_month” and “add_year” filters are based on days. If so, it wouldn’t work. You it would even get more complex.
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