Email drip campaign with CiviRules

Question

We are interested in creating periodic emails for contacts in specific groups.

• If the contact is in group X, then every month, they should receive the next email in the flow.
• At the end of the set of emails, optionally, the flow should start over.

We typically use Chasse for our drip email campaigns, but Chasse only supports having a user in one journey at a time. This doesn't work for us because our users are often in multiple email campaigns at once based on courses they enroll in.

We are currently considering building these flows in CiviRules. I'm surprised to find there isn't an example of this in the documentation.

Does anyone have example CiviRules implementations for periodic e-mails / e-mail campaigns using CiviRules?

Thank you!

Answer 1

Instructions:

• Install the Email API extension (it's available for in-app install)
• In CiviRules, you'll set the trigger to whatever you like (e.g. "Contact is added to group") with the appropriate condition (e.g. "Group is 'New Donors'").
• Create your mailing templates (Mailing menu » Message Templates).
• In your CiviRule, add a "Send an Email" action for each email in the campaign, setting the appropriate template for each.
• Finally, when editing the CiviRule, there will be an Edit Delay link next to each action. Set these as appropriate for each email (e.g. one with no delay, one in 3 days, one in 10 days).

Answer 2

Reading your first 2 bullets, I was going to suggest Chasse. I think it was a design decision of Chasse not to allow multiple concurrent journeys but if you have a compelling use-case and it does most of what you need then a PR (or fork) would be an option.