Recurring Emails

Recurring emails are emails used for Onboarding, Welcome series or Drip campaigns.

To get started, use Menu/Flows/Welcome

This will generate a boilerplate campaign that you can modify.

It's the same as a regular campaign with 2 important differences: rules for selecting contacts and the scheduler option.

In this example, we want to send a welcome email to contacts created today.

The key to selecting contacts that match today’s date lies in comparing the Contact createdon date to today's date. We use the Diff in Days function to find this value. So a difference of 0 is today, 1 is yesterday and so on.

Segment rules for Recurring campaigns are evaluated just before the emails are sent.

Set the schedule using red schedule icon on the Broadcast:

The most common option is to set the schedule to run everyday to accomodate your Diff in Days setting. In other words, when this runs, it is looking for contacts that were created today, a day difference of zero.

Updated on: 15/02/2024