Email templates › Automation workflows › Yearly date reminder
BasicsYearly date reminder email automation
Send a reminder every year on a date stored on each contact, with a follow-up if it isn’t opened. Never miss renewals, check-ups, anniversaries or deadlines.
How it works
Starts every year on the contact’s “important_date” date. 2 emails over 5 days.
- Day 0: send “A friendly yearly reminder”
Design: Appointment reminder template - Wait 5 days
- Only continue if the contact didn’t open the previous email
Everyone else leaves the sequence here. - Day 5: send “Reminder: don’t forget”
Design: Appointment reminder template
Frequently asked questions
What is a yearly date reminder automation?
Send a reminder every year on a date stored on each contact, with a follow-up if it isn’t opened. Never miss renewals, check-ups, anniversaries or deadlines.
How does the yearly date reminder sequence start?
Starts every year on the contact’s “important_date” date. Each contact then moves through the steps on their own schedule.
How many emails are in the yearly date reminder sequence?
It contains 2 emails over 5 days. You can add, remove or reorder steps, change the waiting times and edit every email.
How do I set up this yearly date reminder automation?
Create a free ENB Technologies account, go to Automations › New automation and choose “Yearly date reminder”. It is created with every email designed in your brand. Review it, then click Activate.
Also searched as: annual reminder email, date based automation, yearly reminder workflow, custom date field email
At a glance
- Goal: Never miss renewals, check-ups, anniversaries or deadlines.
- Trigger: Yearly date
- Length: 2 emails over 5 days
- Smart rules: skips people who unsubscribe; waits for double opt-in confirmation