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Customer experience | Sales, Customer Insights,...
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How to create a monthly newsletter customer journey?? (With a working example)

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Hello Community members, 

I am curious how are you all sending new newsletters month on month. I have read a lot of doubts in the community but none has a working example. I am stuck to get create monthly newsletter series for different topics. Here are my ideas and doubts:

Firstly, I have 4 different newsletter topics opted in using a subscription centre. I am using a new customer journey for every topic of newsletter (not sure if I can use swimlanes?). Below is an example of one of the topic. 

Please guide which idea is the  best practice? 

Idea 1: Create a customer journey with 'Monthly newsletter template' and use the subscription list as the trigger. The template is a recurring type for 12 months with 30 days interval)

pastedimage1645700390990v4.png

Say I start the first newsletter in March 2022. 

Doubt: What should I do for the next month newsletter ? 

a) After going live and completing 30 days, should I delete the march email and insert April email template

b) Do i need the wait for 1 month tile if it is a recurring journey?

Idea 2: Should I keep adding all the newsletters with 1 month waiting time ('wait until') each without using the recurrence? 

pastedimage1645699900533v3.png

Further doubts: 

Idea 1 : By deleting the previous month newsletter will this delete the insights of the previous email? 

Idea 2: What happens when a person joins the subscription list in the  3rd month? (should I use email expiry for each email?)

  • Verified answer
    Nya Profile Picture
    29,058 on at
    RE: How to create a monthly newsletter customer journey?? (With a working example)

    Hi Dsouza_28,

    You can create a recurring journey to achieve the monthly sending.

    pastedimage1645779031371v2.png

    And yes, the email source can be changed from the march email to the April email by editing the live journey.

    pastedimage1645778965529v1.png

    So the second idea is not necessary.

    The insights of the previous email will be deleted if you delete the email totally. (If it is just deleted from a customer journey, the insights data will not be deleted.)

    If a person joins the subscription list in the 3rd month, there will no impact as you are using a recurring journey.

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