Email automation

[animax]

Hi,

due to the European data protection laws I would like to do without Mailchimp and send automated emails directly from the EspoCRM.

I would like to implement the following:

1. One person has been put on a contact list today (automatic). EspoCRM should now ..
- Send an email X on the first day after listing to person
- Send an email Y on the 3rd day after listing to person
and so on

2. I would like to send an email to a contact list tomorrow, the same email will be sent to this contact list again in exactly one year, then sent again in one year ... and so on.

About assistance I would be very happy.

We have been using EspoCRM for a long time now with the various additional addons and very satisfied.

[Maximus]

Hello,
Have you tried to achieve this with Workflow (e.g. scheduled workflow)?

[animax]

Hello, yes, but I reach my limits.

I would need examples of how to do that with workflow. Can you help me?

[Maximus]

Could you describe this 'Send an email X on the first day after listing to person'? What 'after listing' does mean?

[animax]

Thank you for your reply...

In EspoCRM you can add a contact to a contactlist. So far I have synchronized these contactlists with Mailchimp. Mailchimp sent an email to this contact the day the person was placed on the contact list.

I would like to implement this behavior in/with EspoCRM.

EspoCRM should:
- Send an email "Welcome" on the first day after add this contact to the contactlist.
- Send an email "Welcome 2" on the 3rd day after add this contact to the contactlist.
and so on

Another Workflow ist...
I would like to send an email to a whole contactlist tomorrow (19/09/25), the same email should be sent to this contactlist again in exactly one year, then sent again in one year ... and so on.

[yuri]

BPM suits for such kind of tasks. A release with major enhancements is going to be out soon. By utilizing a new Signal system it will be possible to catch events like:

* contact added to target list
* lead subscribed / confirmed opt-in
* contact opted-out
* and others

See the updated documentation: https://github.com/espocrm/documenta...tration/bpm.md

[animax]

Thank you. I will looking forward to this.