Limit number of emails sent per week for each contact

[Larbi16]

Hello,

I have built two lead nurturing email workflows, and some contacts are enrolled in both workflows.  I don't want any contact to receive more than 1 email per week so I added the same delay between emails in each workflow.  The delay is "delay until a date" and then specify "7 days after last marketing email send date at 10 AM"; however, this didn't work as I received two emails 3 minutes apart on my test box.  My question is:

- Is there a way to mimic the Entreprise "Frequency Safeguard" feature using workflows? If not, what type of delay should I use in my workflows to make sure that each contact do not receive more than 1 email per week?

Thank you very much!

[jforte · Accepted solution]

Thanks for the mention @kvlschaefer 

Hey @Larbi16 , my best advice since most of the nurturing emails make sense if they are gather in the same lifecycle would be to set If Contact X triggers both workflow enroll him on Workflow A and don't trigger Workflow B than as last action from Workflow A you send it to Workflow B.

Anyway if you want to make it together you have 2 options:
Option 1: Make only one workflow
In this example let's imagine that each workflow as 5 emails
1.1) Trigger: Criteria Workflow A or Criteria Workflow B
1.2) If than/branch: Criteria Workflow A vs. Criteria Workflow B
[If in this example the contact matches only the criteria of workflow A]
1.3) Send Email
1.4) After 7 days
1.5) If than/branch: Criteria Workflow A vs. Criteria Workflow B
[In this example the contact keeps only with Workflow A criteria]
1.6) Send 2º email workflow A
1.7) After 7 days
1.8) If than/branch: Criteria Workflow A vs. Criteria Workflow B
[Now the contact fits the Criteria of Workflow B]
1.9) Send first email of Workflow B
And now it's easy since you know that in this step you already sent 2 emails of workflow A and 1 email of workflow B so:
2.1) Send 3º Email A
After 7 days
2.2) Send 2º Email B
After 7 days
2.3) Send 4º Email A
After 7 days
2.4) Send 3º Email B
After 7 days
2.5) Send 5º Email A
After 7 days
2.6) Send 4º Email B
After 7 days
2.7) Send 5º Email B

It seems a lot but using the "Clone: This action and all after it" it will be easy.

Option 2: Use "Delay until event happens" action it will work but it's not as safe as the first option.

[kvlschaefer]

Hi @Larbi16,

Thanks for reaching out to the Community!

This is a great question 🙂

Let's invite our subject matter experts to this conversation. 

Hi @jforte, @andrus, @Aakar - Do you have any tips for @Larbi16?

Thank you!

Best,

Kristen