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Overview
Recurring campaigns allow you to automate email communications to members based on specific criteria. You can set an email to go out on a daily, weekly, monthly, or custom recurring basis to a saved search of recipients using the Contact Center's Recurring Campaign feature. Based on your email frequency settings, saved emails will go out to an updated list of recipients automatically. This article outlines how to set up a recurring campaign.
Access and manage recurring campaigns
Begin by creating a new email in the Contact Center.
1. Select A Saved Search for your email. The criteria you choose will determine the recipients for each email send. To learn how to create a saved search, refer to this guide.
For example, if you want the email to go out monthly to members who joined in the past month, set your search to filter members who joined in the last 30 days. The search results will update automatically each time the email sends, but the search criteria will remain the same. Choose criteria that work consistently for each email send.
2. Build your email by using a template, picking a saved email, or composing a new message.
You can use Merge Fields in recurring email campaigns.
3. Enter the Email Details: From Name, From Email, and Subject Line. These details will remain the same for every email in the campaign.
4. In the Send Email section of the Contact Center, select Send as a recurring campaign. The email frequency settings appear.
- Select Email Frequency. For weekly and monthly options, select the days of the week or month to send the email on a regular schedule. For a custom frequency, manually select the specific dates to send your emails.
Next 90 Days: When you set up a recurring campaign starting today, it will target anyone whose expiration date is from today to the next 90 days. The campaign will send an email to each person every day for 90 consecutive days. Any Next x days setting works the same way. Last x Days: Members will receive an email every day for the given number of days.
- Set the Send Time and Time Zone for when the email will send each time.
- Set an End Date for the campaign, after which emails will stop.
You can select Never to keep the campaign running indefinitely.
- Name this Campaign for your records so you can easily view and edit these details later.
Once saved, the recurring emails are automatically generated and appear in the Message Report alongside all other sent and scheduled emails.
To edit the recipient saved search, email body, or any other details, load the email from the Saved Campaigns section of the Contact Center.
Tips for using a relative date range
When you want to send reminders or updates based on specific timeframes, using a relative date range can help. You can set campaigns to trigger a certain number of days after an action, like when someone joins. This ensures your messages are timely and relevant.
For example:
You can send reminders 7 days after a new member joins.
When setting up recurring campaigns, use x days ago instead of last x days. This prevents sending the same email every day for those x days in a row.
Scenario 1: Sending different messages to the same group of people
If you need to send a series of emails to members who join, follow these steps:
1. Create 4 saved searches based on the join date. For each search, use the relative date range (such as: 7 days ago, 30 days ago, 3 months ago, 6 months ago).
2. Create 4 emails for each saved search.
3. Set the email frequency to every day and select a time for each email to be sent.
This method sends a different message for each timeframe (7 days, 30 days, and so on).
Scenario 2: Sending the same email to different groups
If you want to send the same email to people who joined 7 days ago, 30 days ago, 3 months ago, and 6 months ago, follow these steps:
1. Create 4 saved searches with the appropriate date ranges for each group.
2. Create 1 email to be sent to all groups.
3. Set up 4 different campaigns, each with its own frequency settings in the Contact Center (one for each saved search).
While the email content is the same, you'll have 4 separate campaigns to handle each timeframe.
For steps on creating a saved search, review this guide.