We have a weekly reports email that can send by account to CSMs. CSMs opt in by account by selecting a drop-down in a custom field on the company object.
Journey Orchestrator allows users to enter on every number of days, but when I select that, it eliminates sending more than one email even if the CSM has opted in to have multiple accounts sent.
How can I set this up to run weekly and for CSMs to have multiple emails each week? Do I have to load all CSMs to the exception?
Best answer by alex_legay
@andreammelde, Synching the source on a schedule every week should accomplish this(screenshot). Then as John mentioned, having the uniqueness criteria set to csm and account name or id should suffice here. The key here will be to ensure the participants end up in a completed status by the next time the sync runs. If it is a one step program, this won’t be an issue. With that in mind, you would want enable the setting to allow participants back in after completing the program based on their uniqueness criteria(screenshot).
Hope this helps!