Hoping to find a solution to scheduling a JO to send to a recurring set of particpants quarterly. Current functionality of GS’s JO schedule doesn’t allow scheduling past monthly.
Solved
Automated JO for Quarterly Send
Best answer by kelly
I would just schedule the sync to be monthly but prevent participants re-entering within 90 days.
+11Great question -- I also have this need but currently just manage it manually.
+3I would just schedule the sync to be monthly but prevent participants re-entering within 90 days.
+3We have an object in SFDC that we pull from that has the start and end date of each quarter. I set rule date = quarter start date as a step, transform to add a “merge” field using case, and then merge to the participants. It is set to run on the first of every month to check if it is the first day of the quarter
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