Recurring Email Distributions

A recurring email distribution can be set up to send an email at the same time every day. This is based on the current date being a number of days before or after a date on the member or person profile. 

Recurring distributions are available when:

• the distribution type is Email or SMS (when enabled)
• a Saved Search (that builds the list at the time of sending the email) is used, and
• The saved search includes a number of days from today for one of the following dates:
• Subscribed Until Date of a Subscription.
• The member since date,
• Date of Birth,
• CPD Cycle end date, or
• A Member Custom Field of type Date .

This is ideal for daily automatic subscription reminders, birthday wishes or reminders based on member custom fields.

In the Mail Generation selection screen against the date, for example, Subscribed Until Date, Date of Birth or Date custom field you will see an option to search on these fields based on a number of days:

or

 In the days field:

• Zero means match to today
• A negative number is in the past, e.g. -5 would be 5 days ago
• A positive number is in the future, e.g. 5 would be in 5 days’ time.

If all of the above criteria are met, you can set this Distribution to run at the designated time every day by clicking the Recurs check box on the distribution screen as shown below:

Note:

• To establish recurring email distributions, check the 'Enable Recurring Distributions' feature within Company Settings.
• Recurring distributions are email and SMS only, it is not possible to include a mail merged document with the recurring distribution.