Set up an Scheduled Campaign:
This short user guide will show you how to set up a scheduled campaign to be deployed daily.
You will need to set up an Import Template and a Scheduled Campaign to do this.
For information on how to set these up, check out our user guides.
Your Import Template should not initiate a campaign, so should just import the data automatically every day.
Your Schedule Campaign should use the operator “Date Match”. Date Match is a search that matches one of the contact’s custom fields (e.g. Renewal Date) to the current day. For example, if you set ~Renewal [Date Match] 'DD/MM/YYYY'~ as a search string the contact will only be sent this campaign when their Renewal Date is equal to today’s precise date.
If you were to set the search string ~Renewal [Date Match] 'DD/MM'~ then the contact would be sent the campaign on today’s date every year. This is applicable for things like birthdays and anniversaries.
Using these two templates together means that whenever you upload new data, your contacts will be added to all the other contacts you have, and every time the scheduled campaign deploys it will deploy to the contacts that have a Renewal Date today.