Best approach for this IMO would be to create a Custom Object to query, and schedule based on that. @matthew_lind, does that track? I don’t have much experience with creating objects, but the big win there is that you could create the object with the bare minimum of information, and merge it as needed in the query to get updated company or user info. And that way you could update the object monthly as needed without having to change the synced CSV.

I’m not sure whether scheduling a recurring send on a CSV source is possible.

Thanks @dayn.johnson , and a friendly wave toward @mradford.

I’m not a 100% expert on this, having never attempted to schedule something recurring with a CSV source. And I generally avoid CSVs as sources, favoring logical queries where possible (perhaps now for even one more reason.)

However, I’m not surprised the scheduling option goes away with a CSV source. Because CSVs are generally used for use cases involving one-time Participant loads, I wouldn’t typically schedule a Program to re-query a CSV periodically.

Hi @matthew_lind  We do have unique situations where we have a set of contacts that can’t be selected via query and that csv list doesn’t change often. But, we can continue to run the program once, stop and clone it if there is no scheduling option. Just wanted to make sure I wasn’t missing an option for this.