Date-triggered automation (monthly newsletter)

Hi,

I would like to send monthly baby milestones email to parents on specific date (birthday date of their children), they would need to receive the newsletter until the children reach 5 years old. They could hop in at any time (baby not born yet, just born, already a few months old, etc.) as anyone done something similar to this with active campaign and how would I go about setting this up?

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Hey Audree! Sorry we missed this when it was originally published, but in the spirit of providing insight on this question, I’ll be happy to take a look!
This sounds like such a great idea! You can totally build this using your ActiveCampaign account. There are two main factors to take into consideration to achieve this:

  1. The “Date-based” automation trigger lets you start an automation based on a contact’s date field. So for example, if you have a custom contact field for the birthday day of your contacts’ children, then you can use it to trigger the automation and then in further conditions too. HERE is how that works!

  2. Then, the other important factor, is the actual flow of your monthly newsletter automation. This is easily built by using both “send email” action and the “goal” actions, where you are going to set up the conditions that match better with your business. A good idea is to use one of our templates. You can check HERE this one I found that looks like a good fit for you.

Keep us posted with any questions!