Mailings 1st and 15th of the month

Melissa Duffy
Melissa Duffy
Third Anniversary Name Dropper Participant Facilitator 1
in Blackbaud Raiser's Edge NXT®: General Discussions

Is there a way to create a workflow email that could be sent from a constituent list (Always the same people) on the 1st of every month? And then use the same email to send to a different group on the 15th of the month? These would be reminder emails. I'm sure there is a way, I just can't find any info on specific dates. Also, do I need to create a list in Database view based off of a Constituent code? TIA

Comments

  • Austen Brown
    Austen Brown Community All-Star
    Tenth Anniversary Kudos 5 PowerUp Challenge: Product Update Briefing Feedback Task 3 bbcon 2025 Attendee Badge

    @Melissa Duffy - Unfortunately this isn't possible through NXT Workflows, as a constituent can only qualify to a workflow once. If you want the emails to specifically go through RE email marketing and have the polished look, this will be something you need to set up manually and schedule - it is possible to copy an email, and after you create the list once it can be reused moving forward. If you need to create the list from a static query, and have the Queue module the manual refresh can be automated.

    Alternatively, if you are okay with the emails coming from Outlook (or your org's email provider) you could set up a Power Automate flow to fully automate this for you. If you're interested in automation but not building it yourself, check out AutomateGenius. We'd be happy to partner with you on a project like this.


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