How to schedule backwards from a definite date?
I've tried using both a Sequence and an Automation, but neither seems to fit my use-case. I have a monthly Zoom event, and it needs a series of reminder emails to go out, leading up to the Zoom meeting time. An Automation doesn't seem to allow date-definite scheduling — and in fact it sent the first email AS I WAS CREATING THE SEQUENCE, which was embarrassing.
I tried using an Automation, but Automations appear to run from the time they are triggered, not relative to a specific date in the future, or to absolute calendar dates.
So I hacked together a Sequence, controlling it by limiting the sends by day of week. But new subscribers are NOT being added to the Sequence, so it's broken in that regard for me as well, based on my use-case or intended workflow.
Am I missing something basic?
Here is how I would do it:
- create a booking for each zoom meeting with X attendees in my booking plugin of choice: Latepoint
- Let people register to this booking or add them manually
- In latepoint, add as many worflows (automations) as there are reminder emails needed with a time offset from the date of the event (not from the date of the booking). The workflow can trigger an email from Latepoint or if you want to use fcrm, trigger a webhook previously created in Ottokit
- Each incoming webhook in Ottokit would trigger an action to send an email template in Fcrm
Maybe you can adapt this to your plugin stack.
Christophe Pasquier Thank you. So this confirms for me that FluentCRM can't do the job?
Ideally we'd be using Fluent, because the point is to register them (using Fluent Forms Pro) and automatically add them to the email list (in FluentCRM), and nurture them from there.
I also have Fluent Booking, so maybe we could do it from that system instead, using your Latepoint example...