Advanced scheduling options needed for Journey Orchestrator Participant List
We need client’s to be emailed on the first weekday of each month, but that is not possible with the limited scheduling options for generating a Participant List. Let’s take 2023 as an example with the options currently available:
| Option used | Issues / exclusions |
| 1st day of the month | 1/1 is a holiday and a Sunday 4/1 is a Saturday 7/1 is a Saturday 10/1 is a Sunday |
| 1st Monday of each month (selected because 5/12 months have Monday first, but needed to manually calculate each year which day would have the most business days at the start of the month) | January & Sept are (observed) holidays in the US August journey does not start until the 7th (5th business day) 3 months start on a Wednesday, which means emails do not go out until the 6th (4th business day) 1 on a Thursday, emails fire on the 5th (3rd business day) 2 on a Friday, emails fire on the 4th (2nd business day) |
| Clone program each month to fire on the correct day | Labor intensive, need to re-map all tokens in all email versions every month |
We could solve this with the CRON scheduling tool available in Rules or an OOB option to allow the first weekday.