monthly recurring emails

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.

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47 Replies
madibrown1
Occasional Contributor

I just can't believe this is a CRM/email marketing software without this function. Being able to set and forget mundane emails is very helpful.

abourdon
Regular Contributor

@madibrown1 adding this feature would probably help HS attract customers that were on the fence because they are currently having to rely on Constant Contact, MailChimp, etc.

 

I've done some research, and there are a couple of work-arounds for this limitation, depending on what you're trying to do.

 

1. Simple: Set a calendar reminder (Outlook, Gmail, HS Projects) to send manually. OK for infrequent emails. Not ideal for anything more frequent than once a week. Also, this method is depending on a person being around each week- vacations or job changes could interrupt the process.

2. Complex: You can sometimes create a workflow that has enrollment criteria that create a logical loop. This still isn't ideal, and adds complexity/greater chance of error. However, you could have something like this, in theory:

 

Enrollment Criteria:
1. Anyone who has received a previous email. This could also be "those who have not received"  depending on who you're trying to target.

Workflow:

1. Email sent to recipient.
2. Delay (1 week, 1 month, etc).
3. Individual reenrolled.

I haven't tested this in a production environment, so I can't guarantee that the cycle will repeat without some recipients potentially receiving emails too frequently. I think it should work OK based on my testing of a similar scenario recently. 

Can anyone from HS or another experienced user confirm that the above would work as a temporary work-around?
SRKelly
Occasional Contributor

We could use this too. A recurring satisfaction survey email that happens every 90 days.

jieyintan
Regular Contributor

The ability to send recurring emails would be really beneficial to a lot of users, and it will take away the pain of having to manually clone out the emails and send them out every couple of weeks. Recurring emails like the blog subscription emails would make a lot of sense -- especially the ability to select the frequency of this recurrence. E.g. Daily, Weekly,  Biweekly, Monthly, etc. 

MichaelaRegan
New Member

I see in the 'Property Date Based Workflows' that it can recur annualy for birthdays and things which is great, but it would be really helpful if the feature could extend to weekly and montly. We have a monthly process that would save our team a lot of time if we could automate it!

 

Thanks so much :-)

RoseB
Visitor

I fully endorse recurring emails should be a feature of Hubspot. Please!

Katia
Visitor

Yes! It would also be awesome if we were able to send something the first/second/etc. Monday/Tuesday/etc. of the month. This would make my life so much easier.