I want to use automation to send a weekly reminder email to same group of people, automatically every Monday.

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Use automation for automatic weekly reminder email?
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Vashon Island Unitarian Fellowship

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Posted 4 years ago

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Photo of Lauren Ackerman

Lauren Ackerman, Customer Support Specialist

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Official Response

You can definitely set up an automated series to send out a reminder email each week. You'll want to set up a date based member field called something like 'series start date' and then populate that field with a date (perhaps next Monday). You'll need to make sure you populate that field for all of the folks that you are sending the weekly reminders to - you can do this via manual contact record changes or by importing a new list and updating their information. 

Next, you'll head to the automation tab and set up a new workflow. You'll choose which people should receive this weekly reminder, make the trigger be date based and then choose the exact date. 

The final step is to set up the series of emails that you will be sending out. Make sure that the reminder email is already set up in your campaigns section. From the automation tab you'll "choose your email" to go out immediately on the trigger date and then set up additional emails to go out, waiting one week in between each. You'll have to add each one for the duration of the series, but it just takes a few clicks to add each new email.

Please let me know if you have any questions about this! It'll probably be helpful to go through the steps while you have the app open!