Send a recurring email series on a schedule

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Is there any way to schedule an email to send, say, every third Saturday of every month? Or at some sort of interval?
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Matt Olsen, Champion

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Posted 6 years ago

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Katie Lewis, Official Rep

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Hey, Matt! You can create a trigger series to send on the delivery schedule of your choice, tripped by a certain event. Those steps are found here, and these are your event options:



And these are your scheduling options for the event:



Since it's a trigger, it needs to be tripped by one of the events in the first screenshot to trigger the email to send. Do you have an event in mind that you'd want to stem from, such as sending every three weeks to people who have gone through your signup form?

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Matt Olsen, Champion

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I'd like to send an email to everyone in a specific search group every month. There isn't a user-based trigger.

Based on the current trigger options, it does not appear there's a way to setup a recurring schedule like this. I was hoping there was another way to it.
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Katie Lewis, Official Rep

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Ah, no, there isn't a trigger that could do this. You would instead want to schedule that campaign to your search on the dates you want it to send.

Since searches dynamically update, you can schedule these campaigns to send as far in advance as you'd like. When it comes time to send, Emma will pull that search as it exists right then and send to those members.
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Matt Olsen, Champion

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Got it. Thank you
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BIG- Steve Curtsinger

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What is meant by "schedule that campaign to your search"
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Katie Lewis, Official Rep

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That means you can schedule your mailing to send to the search you’ve set up on your Audience page to find members who match certain criteria. You can also send to individuals or groups. Let me know if you have any other questions!
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BIG- Steve Curtsinger

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I want to send the exact same email campaign to the exact same group twice in one month (or maybe 3 times in two months). Is it possible to automate this through scheduling?
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Katie Lewis, Official Rep

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Yep, you can schedule your mailing ahead of time to the group you want to send to. Once you schedule it, the mailing with move to the Scheduled tab. You can create a copy of it from there to schedule for the next day/time, and so on.

Would you mind sharing why you want the same people to receive the same content multiple times? We don’t typically recommend resending the same mailing to the same people: Some servers can see if you're sending the same mailing to the same address multiple times block it from delivery.
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BIG- Steve Curtsinger

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Tradeshow specific emails which are driven by deadlines. So I might want to send a email specific to "2014 XYZ Show" 60 days prior to the show setup and 30 days prior to the show setup. Not recommended?
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Matt Olsen, Champion

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One way you could execute this is to tailor the content to the specific times out from the show, along with unique subject lines. This way, you're not sending what appears to be a duplicate email and you're providing a valuable update to the subscriber.
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UHR

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I am trying to schedule a date-based autotrigger campaign to someone who "has a birthday or other date-related event," but when I follow the steps to create the campaign, I get the following message "No date fields exist."

According to the Sending an Autoresponder doc I found on Emma's site, I should be able to select an option from the "on this date" menu, but I don't see it on my end. Please help!
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Katie Lewis, Official Rep

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Hi there! I’m forking your post into a new conversation, since it’s a bit different from the main topic here. We’ll be in touch in the new thread! Please reference the new topic here: “No date fields exist” error in my autoresponder setup