Hello,
I am trying to create a workflow that automates an email that will be sent every Friday at 3pm. The content in the email will not change or if it does, very rarely.
When looking into workflows I quickly hit several blockers.
1. It doesn’t allow me to select “on a schudle” and select a regular email type for a weekly send. Those have a lock symbol and are only allowed for RSS or blog email types, what we don’t want.
2. When creating a workflow that has a delay the go to action will not allow us to create endless loops.
We know that we can clone this email every week and send or schedule it. However, we want to completely eliminate this work and have it sent every Friday at 3pm.
Is there any workaround or steps to do this? Thank you in advance for reading and helping!
Hi @Jraymond87,
Happy to help here.
@Jraymond87 wrote:
It doesn’t allow me to select “on a schudle” and select a regular email type for a weekly send. Those have a lock symbol and are only allowed for RSS or blog email types, what we don’t want.
Schedules other than annually require a Data Hub Professional or Enterprise subscription, see here: Set 'Based on a schedule' workflow enrollment triggers
@Jraymond87 wrote:
When creating a workflow that has a delay the go to action will not allow us to create endless loops.
This is by design as loops are, for obvious reasons, something that must be avoided.
If upgrading to Data Hub Professional is not an option, you could do the following:
- Create a workflow that re-enrolls contacts when they receive the email, then set a custom date property value of “Last [process name] email send date” to the current date.
- In your main workflow, set up re-enrollment based on this date property value being known and more than 7 days ago.
Best regards