Automate email sends to Salesforce contacts

Hi Joseph,

You can always have a campaign that selects all people whose date is within 3 months and run them in a flow than sends 3 emails with waits.

For this, you will need a filter Date "in future 3 months"

And you need to make that campaign to run every 1 day of the month;

You can make it a different day of the month, this all depends

You will also make sure that any lead cannot enter the campaign when it is already running through it:

With these settings, on January 1st, the SC will capture all persons which date is between jan 1st and March 31st, but on Feb 1st, it will only capture persons whose date is between April 1st and April 30th, the on March 1st, it will capture persons whose date is between May 1st and May 31st.

If the fact the first run capture 3 months is a problem, then you will need to create a separate "Next 2 months" smart list with the filter Date "in future 2 months" and in the smart campaign target, you will need to add a "member of smart list" NOT IN "Next 2 months".

Then, within the flow, you can send the 3 emails with waits between them.

-Greg