Send a Monthly Mailing on a Specific Date

Use a recurring Deliver mailing with a date-based recipient list filter when a message should be sent on the same day each month. The mailing can evaluate daily, while the recipient list returns records only on the configured day of the month.

This pattern is useful for monthly reminders, monthly newsletters, or other recurring messages where Slate should generate a fresh recipient list only on a specific date.

   

       

⭐ Get Inspired

   

   

This article was adapted from a post by Technolutions staff in the Slate Community Forums' Get Inspired space. Have a great idea for a Get Inspired post? Let us know!

Configure the mailing

1. Create or open the Deliver mailing.

2. Configure the mailing to send on a recurring basis.

3. Set the recurring interval to one day.

4. In the deduping settings, select Allow recurring delivery of this message to the same recipient.

📝 Note

The mailing is configured to evaluate daily, but it sends only when the recipient list query returns records. The date filter in the recipient list is what limits sending to the desired day of the month.

Build the date filter

1. Open the recipient list query. This should be a Configurable Joins query.

2. Add a subquery filter.

3. Set Aggregate to Formula.

4. Add the System Current Date export.

5. Set the export's Format Type to Date.

6. Set the Format Mask to dd so the export returns only the day of the month.

7. In the formula, compare the current day to the day when the mailing should send.

For a mailing that should send on the 15th of each month, use a formula like:

@system-current-date = '15'

Adapt the pattern for monthly birthday or anniversary mailings

For a mailing that should send once per month and include records with a date in the current month, add a second filter that compares the relevant record date to the current month. For example, a birthday mailing sent on the first day of the month might include both of these conditions:

• The current day of the month is 01.

• The record's birth month matches the current month.

Set the current-date export's format mask to the value needed for the comparison, such as MM for month.

Test the query

Run the recipient list query with test records before activating the mailing. Confirm that the query returns records on the intended day and no records on days when the mailing should not send.

For details about recurring mailings and deduping options, see Sending a Mailing.