Hi @dmartial , I have an idea for you - let me know if it can fit your use case ![]()
1. Create your segments
Here I am assuming the frequency preferences will be stored in a contact attribute, let’s call it UPDATE_PREF
Create a segment for each of the values of UPDATE_PREF, let’s take three examples:
- WEEKLY
- TWICE_PER_MONTH
- MONTHLY
2. Create your automations
Then, you can create the corresponding automations. All of them will be similar:
- starting point: contacts correspond to a filter
- action: send an email
The only difference between these automations will be when the filters will be checked:
-
for WEEKLY: choose weekly
-
for TWICE_PER_MONTH: create two starting points, with one filter being checked on let’s say the 1st day of each month, and another filter being checked on the 15th day of each month
- for MONTHLY: choose monthly, let’s say the 1st of each month
And then, the action point would be to send an email. From what I understand, you’ll send the same template to all your customers, except the monthly subscribers will receive it only once per month, the twice per month will receive it twice, and the weekly once per week: with the filter check settings described above, it will be done automatically.
This way, the only thing you’ll have to do is update the email template you want to send, either manually or automatically.
This thread will give you other screenshots of how to set all of this up, with segments and filters: Setup automation for weekly newsletter - #2 par ahudavert
=> could this be a solution?

