Quarterly Tier emails for members

[DAzcunaga1]

Hello, 

We have the following situation. 

In our company we track our members Quarter to date Revenue, each quarter they can achieve, silver, gold, platinum tiers. 

We are trying to set the email that lets them know when they went into each tier, every quarter. 

We have looked at operations hub, but there is no option of quarterly. 

What I have orginilly thoought as a solution, is having a workflow that runs every day, week or every month, checks for revenue and then that WF enrolls them into the proper tier WF that sends this email out. 

I wanted to know if anyone has solved this through operations hub, or any other integration that can help achieve this. 


Essentially, we need these quarterly tier emails to be sent out every time they achieve or increase in a tier. They tiering restarts every quarter. 

[karstenkoehler · Accepted solution]

Hi @DAzcunaga1,

The easiest workaround for the missing quarterly option feels a bit dumb but... simply create one yearly recurring workflow per quarter (four workflows in total).

🙂

Best regards!