Periodic emails

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Posted on by Fatouma

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Hello,

In standard operation, periodic emails are configured for newsletter-type sendings to process all contacts at a regular interval during the active period of the journey.
My client's need is to be able to use this periodic customer journey for daily sendings depending on the status of these contacts.

Is it possible the periodicity for this type of emails?

Best Regards.

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Nya 29,060 on at

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RE: Periodic emails

Hi, Fa

What is the status of the contact you refer to? Is it a field in the Contact entity?

If so, you can add the status into the condition of a segment to filter the exact contacts which you want to send the periodic emails to.

Create a Dynamic Segment.

Set the specific status as a filter condition for Contact. For example, Status = Active. Then go live it.

Set the segment as the audience of a Customer Journey.

Switch the ‘Is recurring’ option into Yes and set the Recurrence.

As the documentation of Recurring Journey says,

“you can also set up a recurring journey in which all contacts are reprocessed at regular intervals during the active period.”

https://docs.microsoft.com/en-us/dynamics365/marketing/customer-journeys-create-automated-campaigns#set-up-a-recurring-journey

If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

Best Regards,

Nya

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