Create A Recurring Email Newsletter

Save yourself time during your day by automating your marketing communication. Grow CRM lets you set up an automation that sends your newsletter email design template on a recurring schedule at your specified frequency.

This article will guide you through setting up a recurring email newsletter automation.

1. If you haven't already, create your newsletter email design.
2. On the side menu, click Workflows.
   
3. Click Create Workflow.
   
4. Fill in the details of the workflow:
   • Name
   • Status: Leave as Draft.
      
5. Click Save Workflow.
   
6. Click "Based on a date".
   
7. Click on the Type field.
8. Select Recurring from the dropdown.
   
9. Fill in the following details:
   • Frequency
     • Daily
     • Weekly
     • Monthly
        
   • Repeat every
     • Daily: repeat every x number of days.
     • Weekly: repeat every x number of weeks.
     • Monthly: repeat every x number of months
        
   • Week of the month
     • Monthly: The week within the month on which the workflow will trigger
        
   • Day(s) of the week
     • Weekly: The day(s) within the week on which the workflow will trigger.
     • Monthly: The day(s) within the selected week on which the workflow will trigger.
        
   • Time of the day
      
10. Under "Data to enroll", select Contacts.
11. Fill in the following details:
    • Contact Groups to Include
    • Contact Groups to Exclude
      • These fields can be left blank if you want to send the newsletter to all contacts.
         
12. Click Save Trigger.
    
13. Click the Add button (plus icon) within the workflow.
    
14. Under Conditionals, click If.
    
15. Select the following options:
    • Top-most field: Contact from trigger
    • Field: Subscribed to Email Marketing
    • Operator: Is True
       
16. Click Close Slideout.
    
17. Under False, click the Add button (plus icon).
    
18. Under Conditionals, click Stop.
    
19. Under True, click the Add button (plus icon).
    
20. Under Communication, click Send Email.
    
21. Fill in the details of the email:
    • From
    • Email Design
    • Subject
    • Associated Records
       
22. Click Close Slideout.
    
23. In the top-right corner, click the toggle next to Workflow Status.
    
24. Click Yes to confirm that you want to publish the workflow.
    
25. Click Save And Exit.