Hi there,
im looking for recurring email but cannot figure out a solution to make it work.
I’d like to get each 1st of the month, receive an email which includes the number of new users created last month.
I’m OK to display it on a bubble page to get the number of new user using the following : created date >current date time rounded down to month
But :
what would be the statement to get the number of users created last month ?
How am i supposed to set up the recurring email ? I see that i can use recurring event and schedule an email, but it seems that i need to link this recurring event to a workflow action, which is not my case since i want the email to be send without any action
what would be the statement to get the number of users created last month?
Do a search for Users with the following constraints:
Created date ≥ current date/time: rounded down to month: minus 1 month
Created date < current date/time: rounded down to month
note that a User’s Creation date is not necessarily the same as the date/time they signed up to your app (it can differ by up to 3 days), so if you actually want to refer to users who signed up during the previous month (as opposed to Users who were created in your database during the previous month), you’ll need to store the date they signed up, and use that instead of ‘created date’ in your search constraints.
How am i supposed to set up the recurring email? I see that i can use recurring event and schedule an email, but it seems that i need to link this recurring event to a workflow action, which is not my case since i want the email to be send without any action
Just set up a recursive backend workflow to run on the first of each month (i.e. schedule it to run on the current date/time: rounded down to month: plus 1 month: change hours to (whatever time you want the email to be sent).
I’m not sure what you mean about wanting to run a workflow without any action??.. How can you send an email without using an action to send it?
In cany case, that’s what you need to do… schedule a backend workflow to run recursively on the 1st of each month, as outlined above (or you could use a recurring event), with an action to send the email to yourself… inside that email include the data you want to include (i.e. the number of Users created in the previous month).
Many many thanks i will work on it @adamhholmes
Just one thing : i do not get why we have a difference between sign up and creation date for a user, you mean when a user sign up on my app the creation date does not equal the sign up ? not sure to understand why
thanks again !
Just one thing : i do not get why we have a difference between sign up and creation date for a user, you mean when a user sign up on my app the creation date does not equal the sign up ? not sure to understand why
Because a Temporary User is created in your database the moment a new user lands on your app… that temporary use is deleted after 3 days if they haven’t signed up…
If they do sign up then they become an actual User you can see you your database, but their ‘created date’ will remain the date/time they were created in your database, whcih could be anything up to 3 days before they signed up.
byt the way, it seems that i cannot use “minus” as you said, see attached
Do to : ‘minus 1 month’ you need to use +(months) -1
OK understood, and thank you for all the details and information you told me. I didnt know about the user thing …
One last, thing, i attached the backend workflow according to what you said - does it seem correct for you ? thank s again
Hello @adamhholmes
i waited the end of the month to check if i receive the email i set up … but nothing ;(
I checked the server logs, and it seems that nothing was trigerred.
So i checked back the process, and I think i did something stupid … Am i not supposed to put the step 2 on step 1 to make it work ? see attached
thanks again for your help
@adamhholmes LOL … very good question : no i didn’t.
What i do not understand here, is how am i supposed to trigger a workflow to run since i do not need a specific action for it to run.
I mean, i just want to receive it each month, then get the user count on an email
not sure if that clear ?
I have to create a custom event is that what you mean ? thanks
I can see as attached the email will be sent in the server log
however, i want it to be done each month
how can i automate this ? i mean i will not have to click on this buton every single month right
thanks
thanks again
but ill change ^^many thanks for your explanations !
