Ok, a little while back I posted about a recurring email to clients with reminders about their account. In our case it’s a deadline to manage the personalized message on their newsletters that we produce (physical direct mail) Each client gets an email about a week before their deadline. We want to be able to put a countdown to their deadline and for that to work, I need to have a field that has the last day of the month in it, for the counter to count down to…
A monthly client gets an email on the 24th and then the 28 of the month.
A Odd Month client gets an email on the 24th and the 28th of every other month (odd Jan, Mar, May etc) so they would get the emails on the 24th and 28th of the prior month (Dec, Feb, Apr etc.)
If each active client record has a field with the last day of the month, the emails can have the countdown and the campaign with a loop in it would run the emails necessary. I have everything but a way to put the last day of the next month in a custom field. Frequencies aside, if we narrow it down.
Today is the 19th of September, on the 24th of this month an email is going out to a client that has a newsletter produced for the month of November and this email will have a countdown to the last day of September which is the 30th. On the first of October they’ve reached their deadline to personalize that newsletter. I have to create the urgency in the reminders of the deadline. I hope that makes what I need the field for clear. If there’s a better way to do the countdown I’m up to hear it. Seems like PlusThis has a good countdown, just needs a field with the date and that date needs to change once per month so it’s always up to date and the last day of the month changes 30th, 31st, 28th and sometimes 29th (leap year) although if the 28th is the deadline date on leap year, who cares right? It’s a free day anyway