Setup automation for weekly newsletter

English Automations
1

Hello there,
I would like to send a weekly newsletter series on the same day every week (Sunday 8am).

The order is pre-designed, so each subscriber starts with mail number 1.

So the process should be

  1. User subscribes
  2. Welcome email (immediately)
  3. Content Mail 1 (the following Sunday)
  4. Content Mail 2 (next Sunday)
    …

What is the best way to do this?

Thanks for any help!

2

Hi @cmerz1 , thanks for posting on this community!

Very interesting use case, thanks! This is how you can do this:

1. Welcome email

This can be natively managed in the form: choose to send a confirmation email when user subscribes, at the 4th step of the form setup:

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2. Content Mail 1 (the following Sunday)

This can be achieved with the help of Segments and Automation. What we’ll build is an automation that:

  • every Sunday, at let’s say 10am
  • will take the contacts added between the previous Sunday and the Saturday just before
  • and will send them Mail 1

For this:

  • first, create a segment that will identify the contacts who have been added to your contact list between 7 days before (last Sunday) and 1 day before (last Saturday):

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Save this segment.

  • then create the automation:
    • starting point: contact correspond to a filter: as a filter, you’ll choose the segment created just above. Choose to check this filter on a weekly basis, on Sundays at let’s say 10 am

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  • action point: send an email template

Your automation should be as simple as that:

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3. Content Mail 2 (next Sunday)

Similar to the previous example, but here the segment that you’ll create will be:
Contact added
Between 14 days before and 8 days before

etc etc for the other emails

Does this reply to your questions?

PS: if you want to be more granular when targeting your contacts, in case you are receiving contacts from other sources that your form, in addition to « Contact added » you should add a condition like « Contact belongs to a list », so that you’re sure of which contacts will receive the emails

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3

Hi @ahudavert
thanks a lot for your help. That makes sense. I will give it a try

For the content mail 2 and following - could I also do it without the segment and just choose « wait for 7 days »? or am I missing something here?

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4

@cmerz1 ok perfect if it answers your question.

Yes absolutely, this will work as well, indeed!

5

Thanks for this post. I think I get the idea of creating a weekly email notification. If you don’t mind I’d like to add to this question. On my website, I have a weekly pdf form of our bulletin. Do I need to add the current pdf to the email template weekly? Or is there a more automatic way to attach the current bulletin to the email template?

6

@oggboy is your question to know if there is a way to automatically the right bulletin to the template? I’m afraid there is not, you should update it manually

7

that is what i thought. thank you very much. :slight_smile:

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