Auto-Recurring Campaigns

Creating automated recurring email campaigns is one of the easiest tools to implement with maximum impact for your customers. These campaigns can be set to launch at a scheduled time; Daily, Weekly, Monthly, or Quarterly.  

One of the most common recurring campaigns is a Welcome Email for all new signups, as in the example below.

Other recurring campaigns could be a daily Wine Club Welcome campaign, or monthly special birthday offers.

Campaigns can be filtered by Frequency, among other details. Campaigns are sorted by launch date and time by default.

Send Frequency

1. In the Campaign Editor, select Send Frequency and choose Daily, Weekly, Monthly or Quarterly.
2. Select a Launch Day if Weekly is selected, and the desired Launch Time and select a Begin Date, and End Date.

3. Each send frequency has it's own date/time related options. 

   
   

   If setting an end date in the future, set yourself a calendar reminder to come back and review this campaign in a year or two.

Allow Resend to the Same Address

1. Most recurring campaigns should NOT be allowed to resend to the same address.
2. Typically these types of campaigns are assigned to a dynamic target customer group which means the result set is always changing.  Each time the recurring campaign is sent, it will only send to newly relevant customers in the target group.
3. One exception to this would be reservation confirmation campaigns. These can be set up to search for unique reservation IDs, as opposed to Custoemr IDs. So for customers who make repeated reservations the Resend to Same Address should be YES.

Example: Daily Welcome email to new Mailing List signups

Each time a new customer is added your mailing list, a campaign can be sent to them automatically at the designated time of day.  

Perform a Customer search to setup the target group:

1. Select the desired customer type source.  
2. Use the drop-down menu to choose Create Date - Yesterday for accounts created yesterday.  
3. Save the search with relevant name, like "Daily Signups" or "Daily Signups Web".

As new customers which meet the target customer group criteria are added to the database, the campaign will be sent only to the new email addresses in the group.

The running results of the campaign can be seen at a glance for each campaign in the Campaign Dashboard:

Click the bar graph icon for detailed stats of each launch: