monthly recurring emails

khughes

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.

74 Replies
Jason_M
Participant

Agree to all the suggestions here, this functionality would improve accuracy and be a huge time saver.  

christianw
Member | Elite Partner

@ShaneJ Any update for 2021? This is a vital and currently missing functionality! 

LorenzoRicci
Participant | Platinum Partner

I need to create a workflow that trigger every month (20th of the month) that send an email to the Deal Owner with all his deal without Associated Company (Or other property-filter)

lindseyc
Member

Yes agreed this is SO important! We need to send out recurring emails quarterly on a specific month every year (March 1, June 1, September 1, December 1)

amccarthy5892
Participant

To expand upon this idea, the need for monthly recurring workflows is extremely important because it affects not only the ability to send monthly emails but also any other steps in a workflow.

 

We just trying to assign regular check-in emails for our coaches and are having to build out such a complicated process because this is not part of the workflow functionality.

 

Please reconsider adding this to the development plan of Hubspot. This would help tremendously and tends to be a fairly basic function in other crm systems/automation.

Floflo
Member

Needed!

SamwiseM
Member

Definintely needed!

FHalpin
Member

Another shocking example of basic functionality that is missing from HubSpot. Even more shocking: when it's painfully pointed out by customers, their response is "Not Currently Planned." How can you miss something so basic as "repeat daily, weekly, monthly, etc." and then instead of immediately fixing this low-level embarrassing mistake, you come back with "not planned?" We have had to create and maintain 12-times the number of workflows that should be necessary because of this problem. Please, get your priorities straight and address these simple gaping issues! 

robmcg24
Member
SOOO WELL SAID!!

THANK YOU!
Thomas_Vanguard
Participant | Platinum Partner

Our client sends an internal staff feedback email each week. Our current workaround is a workflow with 20 email actions with 7-day delays and a notification to re-enroll people when they reach the end.

 

It's a lot more laborious and inelegant than a recurring feature.

tap1on
Member

How has this not yet been added.

Come on team hubspot you can do it!

YiRui_Chua
HubSpot Employee

Hi team!

Sounding this out for a customer.

Customer would like to send a weekly notification to their team based on "list criteria"

Having a date-centered workflow that recurs annually isn't really a good workaround.

Thank you!

dualr
Member

We really need more flexibility when it comes to workflows and recurring emails.

HPechin
Member

Hi, please add a feature to set up recurring emails to deal owners or others--with the ability to cc or include mulitple recipients--based on deal stage. For example, so you can send a recurring email weekly to deal owners with a list of deals in a particular deal stage or stages or with some other feature.