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TOPIC: Need a workflow to send emails to certain contacts on an specific month of the year

Need a workflow to send emails to certain contacts on an specific month of the year 2 days 19 hours ago #88270

  • dlogiudice
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Hello all!, I have been reading everywhere without much luck on what I need to do;
I need to send an email to certain contacts that would have a check mark field checked and send them a mail in October, then on November and one last on December of each year.
I suppose I need to create a workflow to check the condition for these contacts, but then I suppose I need to create a "scheduler" to run on Oct,Nov and December to trigger the action, but I don't know how to create that scheduler to my run my specific workflow and not all the AOW workflows.
If there is any other method of achieving this?, I would greatly appreciate any suggestion.
thanks everyone!
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Need a workflow to send emails to certain contacts on an specific month of the year 2 days 8 hours ago #88280

  • diligent
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Hi,
you could add a date field for the first mail and add it to the condition (if today = datefield). Within the actions, you send the mail and increase the date-field by 1 month.
Additionally, you could add a hidden field as a counter to prevent the process from running a fourth time.
Last Edit: 2 days 8 hours ago by diligent.
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Need a workflow to send emails to certain contacts on an specific month of the year 2 days 2 hours ago #88293

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thank you Diligent, although i don't seem to find a condition/formula to evaluate and send even the first mail on October of each year to the customers that has a check marked field.
how would you do that?
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Need a workflow to send emails to certain contacts on an specific month of the year 2 days 1 hour ago #88295

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Hi,
that's what I meant by "adding a date field". The datefield should contain the date of the first mailing, and the conditions allow you to compare a saved date with the due date.
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Need a workflow to send emails to certain contacts on an specific month of the year 2 days 1 hour ago #88296

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I might have not explained my self clearly....
I don't know how to create the condition to send the first email to all customers with the condition on october, nov and december...
the case is that I will have a subset of customer with a check mark, and when october reaches, I will need to send them all the email.
I don't seem to find a way to do that...
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Need a workflow to send emails to certain contacts on an specific month of the year 2 days 58 minutes ago #88297

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Hi,
assumption: you already have your checkbox for selecting the accounts or contacts.

to do: add a date field, label "due date mailing" or something more meaningful. set it to first of october for all relevant clients.

workflow:
run: only on scheduler
workflow module: accounts or contacts

conditions:
field "due date mailing" equals value "10/01/2019"
field "send mailing" equals value "checked box"

actions:
calculate field "due date mailing":
{date(m/d/Y; {addMonths(Ymd; {P0}; 1)})}
(assuming P0 is the variable for "due date mailing" and you may have to adjust the m/d/Y part with your systems date format)

send email:
to "record email", email template: some template.

done :)

the workflow will send the mail and increase the "due date" field by one month. all you have to do is disable the workflow after your last mailing.
Last Edit: 2 days 55 minutes ago by diligent.
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Need a workflow to send emails to certain contacts on an specific month of the year 2 days 33 minutes ago #88298

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awesome!!, although I still don't see how the proposed solution evaluates that it is indeed october 1st...
How does the system know that we are on october 1st or not?
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Need a workflow to send emails to certain contacts on an specific month of the year 2 days 29 minutes ago #88299

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you are right, my mistake.
The condition should validate if "due date" equals date: now.
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Need a workflow to send emails to certain contacts on an specific month of the year 1 day 22 hours ago #88302

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thank you for all your suggestions; Although I still cannot make this work;
I would be willing to pay for creating this workflow action.
Please let me know how I might contact you to explain by phone what exactly I need if you are interested.
Many thanks again for your help.
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