Automation without a trigger?

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I'd like to create a workflow for a monthly newsletter, but it won't have a trigger. I have an existing audience group that I will use. I'll send the first newsletter in March, but would to go ahead and automate the rest 30 days out for the remaining months of the year. Since there's no trigger, is this possible? I read in one post something about creating a date field, but I would hate to manually enter a date in 927 contact records. Any advice would be appreciated. Thanks!
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Posted 4 years ago

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Photo of Laura Dickerson

Laura Dickerson, Official Rep

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Hi there,

You have to have a trigger to start automation. The system has to have something that tells it to send something...and in this case I think a date trigger might be the best option. You don't have to add the dates manually, you can import the dates for your contacts en masse, especially if you are sending out the first mailing on a specific date. You can set the automated workflow to begin sending 30 days from that date. 

1. Create the Date field:  You will need to create a date field. Click the Manage contact fields and click the Create contact field button. Name the field and choose Date picker as the field type.

2. Import the dates: Use an excel file to pull in the email addresses, new and existing, with the new date information. The dates need to be formatted this way: 02/25/2016. In the import you will want to leave the option set to: If this list includes contacts who are already in your audience, how should we handle them? *Update their records with information from this import (add and update). This will update all existing members so that they now have the new date as part of their info.

3. To set up a date related automated workflow: Choose the date field that you created to use as your trigger event. When you set up the mailing to go out, make sure you set the option for 30 days, after the trigger event: 

I hope this helps!