Hi,
We have several nurturing workflows that send emails with specific delays (e.g. wait 14 days and send next email). Not all contacts have enrolled on the same date.
We are now going to send an (unrelated) email on a certain date in the future and need to avoid contacts getting two emails from us on the same day.
We were going to create two lists:
a) contacts who will receive an email on that future day from any workflow - who will then receive the new email a day earlier,
b) everyone else, i.e. those who aren’t on any workflow OR don’t have an email coming from any workflow on that specific date - who will receive the email on that date.
Is this best practice? If so, how can we identify contacts who are going to receive any email on a specific future date?
This would be useful if we have several workflows that can clash too.
Thanks!
Hi @MFontbernat,
The only native feature that would prevent sends on the same day would be the frequency cap described here: Set up an email frequency safeguard
For workflow emails, I’m not aware of a default way to exclude these emails by send date. The reason for that is that emails aren’t technically scheduled, sends are executed when a contact arrives at a step in a workflow.
One way of avoiding this could be custom date properties that you set when contacts enter nurturing workflows, for example, and exclude contacts where this entry date hints at pending sends. It would not be something that would let you filter by day, but at least exclude contacts currently in nurturing. The date would be cleared at the end of workflows and by a separate workflow after a certain time (making sure that contacts who left workflows early are also cleared).
Best regards