How to set up simple recurring email to my team?

English Automations
1

Hi, I want to do something as simple as setting up a recurring email, once a week to my team to check how they are doing. Sounds like the simplest task, but I still cannot get it to work smoothly on the Brevo platform. Can someone please assist with some instructions? Thanks!

My email message includes a link to a Google form, that works fine. It’s the Brevo setup with automation (I suppose I need to use the automation function?) and a contact list that I am struggling with…

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3

Hi @Mikael.b , thanks for posting on this community!

That’s a very interesting use case, adding @sylvain here as well.

The way you can proceed is the following:

  • create a contact list with the people you want to send the recurring email to
  • create a new segment, from scratch, from this page: choose « Member of a list » and the list you just created. Save it.

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  • then go to the Automation section and create a new one:
    • starting point, choose: « Contact filter conditions », with, as a filter, the segment you just created, that will be checked every Monday at let’s say 8.00am

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  • action point: the email template you want to send

Does this help?

4

I tried this solution, and it worked the first time, but the emails didn’t send out weekly as expected. Has anyone else encountered this issue? Any suggestions on how to fix it?

5

Hi,
I also tried this solution. I was not able to create such automation (in my case, a monthly newsletter) using the new editor. It was only possible on the classic editor).

To summarize, I did:

  1. Create a segment (« Member of a list »)
  2. Create an automation in classic editor
    a. Add an entry point (Contac Details => A contact is in a segment at a given time)
    b. Add a step: send an email (I selected the template that I created for the newsletter)

Did I miss a step?
I am pretty sure that it worked last week when I tested it, but it seems that it does not work anymore. Did anything changed since? If you have any recommandation on how to send a monthly newsltter, that would be appreciated. :slight_smile:

Thank you in advance.

6

Hi everyone,

How often are you checking this? Do you confirm you’re doing it every week?

7

Hello,

Thank you for the response. Here are my parameters:
How often do you check segment? Monthly
When to check segment? Custom, at 12:00, on day 1 of each month.

If I change to weekly, I can’t select the day I want to send the newsletter (in my case, the 1st of each month at 12:00).
Do I need to add another step maybe?

8

Hi all, do i see it right: This feature isn´t still available within the new editor (only in the classical)?

9

I do not have access to the classic automation editor. Is there a way to have that turned on for my account? We need a way to automate weekly reminders that people sign up for.