How to Send Annual Emails/Sms Using Workflows
In this article, we'll be walking you through how to set up a workflow to send annual emails and/or SMS messages.
Annual Customer Communication Workflow Setup
Key Steps
Create Workflow Trigger
- Add Wait Step for January
- Insert a wait step after the trigger.
- Select the advanced window option.
- Set the window to "exact" and specify 9 AM.
- Add an additional filter: "Current Month is January."
- Toggle on Saturday and Sunday.
Save the action.
- Set Up If-Else Condition
- Create an if-else condition to check if the contact is tagged as "Member."
- For the "Yes" branch, set the condition to check if the tag includes "Member."
- For the "No" branch, indicate that the contact is not a member.
Save the action.
- Draft Text Message and Email
- In the "Yes" branch, add the text message and email to be sent to the member.
- Draft the content for both communications.
Save the email and text message actions.
- Add Wait Step for One Year
- Insert another wait step after the email.
- Set this wait step for 365 days.
- Title this step appropriately (e.g., "Wait for Next Annual Message").
Save the action.
- Create Go-To Action
- Add a go-to action after the wait step.
- Select the first wait step (for January) as the destination.
Save the action.
- Review Workflow
- Recap the workflow:
- Triggered by the "Member" tag.
- Waits until January.
- Checks if the contact is still a member.
- Sends annual communications if they are a member.
- Waits for 365 days before looping back to the start.
- Recap the workflow:
By following these steps, team members can effectively set up the annual customer communication workflow with clarity and precision.
