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I send certain emails every month to the same group of people. I would love to have the ability within the workflows to be able to send emails every month instead of just annually.
The example that I have is when I sent a request for newsletter information in order to customize their monthly email newsletter that is sent to their patients.
We need to have the ability to drip the same email every x months, and this is not done efficiently at all in Hubspot workflows. We see only the "Recur annually" option for date-centered workflow types, and Hubspot does not permit looping workflows into one another, even with a 90 day delay.
Currently, if we want to send the same email quarterly for up to two years, we must program 16 steps in a workflow. Not elegant.
Either workflows should be allowed to loop with sufficient protection in place, or we should have an option to repeat an action at regular intervals.
We devised a method to send emails, or to perform any other action, on a recurring basis, forever if desired, on any interval of at least one day's duration.
Assume we have a date picker field named "DripDate."
Steps:
New Workflow
Standard type, manual enrollment
Name the workflow "Reset Drip Date"
Add step Delay 5 minutes
Add step: Set contact propery DripDate to value "Date of Step," so the workflow displays "Set a date stamp DripDate"
Save the workflow and make it active
New Workflow
Property based
Automatic enrollment
Name Workflow "Monthly email"
Let the workflow trigger be "Contact Property DripDate is Known" and set re-enrollment as:
Contacts who meet the criteria above will be reenrolled based on "DripDate is Known"
This workflow is centered on DripDate
Add delay = 30 days and choose a time of day to execute, so workflow displays "Perform the next action 30 days after DripDate at 9 AM"
Add step to send the desired email
Add step to enroll the contact in workflow "Reset Drip Date"
Save the workflow and make it active
You can test that this works by setting the delay interval to one day instead of 30, and you will receive a test email every day at 9 AM. Set the delay to 30 days and the workflow will email a contact monthly.
It may be possible to do this in a single workflow. We have not tested that yet. The approach would be to delete the last step (enroll contact in workflow "Reset Drip Date") of workflow "Monthly email" and append the steps of workflow "Reset Drip Date" to the end of it.
Additionally...I'd like to see WEEKLY emails that we can trigger from "Lists".
We have franchisees that would like some unique data on a weekly basis. These "one-off" reports (I'm using "lists") would be great to be able to be automatically emailed to the franchisee on a weekly basis.
right now, the only work around is to create a new dashboard, schedule the email to go out weekly to a specific user and in the "Message" for the notification...type in the URL to the list. a complete workaround.
This should be basic functionaly that exists across the entire platform....even if it's from "contacts" or from "Deals" or from "Tasks" or anywhere.
Adding another upvote. We wanted to use Hubspot to send daily recurring emails to customers - in the beginning it's a simple reminder email, eventually may be a report. But since it isn't looking possible right now, looking into using Mailchimp. I'd rather keep it in one system.
Another upvote here. I think there is no improvement about this idea.
We need to send monthly interaction report, payment history report etc. to group of people. It is maybe possible with JZ's method. However, it must be an easier way of it.
We LOVE to send monthly emails for reports, payment reminders and more! But we are making complicated workflows (and sometimes simply using other email platforms... shh)
Nous voudrions aussi envoyer des emails à des dates bien précises (tous les 1ers du mois, 15 du mois, etc...). Il serait intéressant d'ajouter cette fonctionnalité.
Upvote! Super basic automation feature but yet so important! We need to send monthly feedback email to certain group of people. Now you have to manually send that email every month.
There are other related threads to this (daily, weekly, monthly)... would be good to consolidate and surface that this is a very in demand feature request.
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