Recurring Scheduled Messages: Weekly, Monthly, and Annual Recurrence

Recurring Scheduled Messages let you create automations that trigger from a custom date field and repeat on a schedule (weekly, monthly, or annually).

Recurring Scheduled Messages Tutorial

This is ideal for:

• Birthday messages: annual
• Anniversaries / renewal reminders: annual
• Monthly follow-ups: monthly
• Regular check-ins: weekly

Previously, recurring schedules required manual resets after each send. With this upgrade, recurrence is handled automatically.

How It Works

1. Store a date in a custom field (e.g., "Birthday Date").
2. Build an automation that sends a template message at the exact time of that custom date.
3. Enable a recurrence pattern (weekly, monthly, or annually).
4. Optionally set an end rule (end date or maximum occurrences).

The system will then send messages on the recurring schedule based on each lead's custom field date.

Setup Guide (Example: Birthday Message Every Year)

Step 1: Create a custom date field

1. Go to Custom Fields.
2. Create a new custom field (e.g., "Birthday Date").
3. Set the field type to Date.
4. Save.

Step 2: Prepare your message template

Create or select a template message you want to send (e.g., a birthday greeting).

Step 3: Create the automation

1. Go to Automations.
2. Click Add Automation.
3. Name your automation (e.g., "Birthday Wish - Annual").
4. Select the message template.
5. In the scheduling section, set the trigger timing to send from a Custom Field Date.
6. Choose your custom field (e.g., "Birthday Date").
7. Set it to send at the exact time of the custom field date.

Step 4: Enable recurrence

1. Find Recurrence Pattern.
2. Choose how often to repeat: Weekly, Monthly, or Annually.
3. (Optional) Set an end rule: an end date or a maximum number of occurrences (e.g., 5 times).
4. Click Create Automation.

Assign the Date to Leads

For the automation to work, each lead must have the custom date filled in.

Example:

• Lead's "Birthday Date" = 1 April
• The automation sends on 1 April 2026 (1st occurrence)
• Sends again on 1 April 2027 (2nd occurrence)
• Continues until it reaches the end date or maximum occurrences

Notes & Best Practices

• If a lead's custom date field is empty, the automation won't trigger for that lead.
• Use maximum occurrences for finite campaigns (e.g., "follow up for the next 12 months").
• Keep templates short and personal for better response rates (e.g., include lead name variables when available).