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How do you configure a recurring send?


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I’ve spent hours trying to work out a way to configure a recurring send from Klaviyo and read a few previous issues. My use case is that I want to set up a recurring fan of the month newsletter that pulls the actual fan info from an external source.

I’d of assumed there would be a way in campaign or flow to automate the scheduling of this with tonnes of options, or at least on “last day of every month” as an option. This doesn’t seem possible. I then thought about using a webhook to trigger a profile update but that’s not possible either.

Surely someone has found a workaround for this use case? It’s so basic. How can Klaviyo call itself a smart/automation platform if you can’t even set up a recurring send.

Best answer by emma.owens

Hi ​@BenKool ! 

While we don’t have the option to set up a recurring campaign send, you can schedule campaigns ahead of time to be sent out on the last day of each month. 

Do you mind clarifying what type of ‘Fan’ information you would like to pull into your email? As long as this information is added as a custom property to these profiles, then you will be able to dynamically pull them into your campaign using personalization variables

I hope this helps!

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3 replies

Adunni
Problem Solver II
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  • Problem Solver II
  • 20 replies
  • February 17, 2025

Hi ​@BenKool 

You're absolutely right—this should be a basic feature in Klaviyo, yet there's no direct way to automate a recurring campaign on a fixed schedule. However, there are effective workarounds that experienced marketers use to achieve this.

Here’s how to set it up:

  1. Use a Date-Based Flow

    • In Flows, create a new one and select “Date Property” as the trigger.
    • Assign a custom profile property like “Fan of the Month Date.”
    • Set it to trigger on the last day of each month for users who meet the criteria.
    • Your external system will need to update this property via API or manual upload.
  2. Google Sheets + Zapier Automation

    • Pull fan data into a Google Sheet from your external source.
    • Use Zapier to update Klaviyo profiles with the fan details monthly.
    • Trigger an email flow once the profile is updated.
  3. Dynamic List + Manual Campaign (Semi-Automated)

    • Build a segment that updates monthly based on the fan selection criteria.
    • Schedule a recurring reminder to send the campaign manually each month.

These methods ensure your Fan of the Month newsletter runs like clockwork without relying on missing Klaviyo features.

Need help setting this up? Let’s make it happen—reach out, and I’ll guide you through the process! 🚀


emma.owens
Community Manager
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  • Community Manager
  • 64 replies
  • Answer
  • February 18, 2025

Hi ​@BenKool ! 

While we don’t have the option to set up a recurring campaign send, you can schedule campaigns ahead of time to be sent out on the last day of each month. 

Do you mind clarifying what type of ‘Fan’ information you would like to pull into your email? As long as this information is added as a custom property to these profiles, then you will be able to dynamically pull them into your campaign using personalization variables

I hope this helps!


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  • Contributor I
  • 4 replies
  • February 20, 2025

Hi ​@BenKool !

You're right—Klaviyo doesn’t have a built-in way to schedule recurring campaigns (e.g., "last day of every month"). However, you can work around this using one of these methods:

Solutions:

  1. Use a Flow with a Date-Based Trigger

    • Create a Segment of all profiles.
    • Use a Date Property (e.g., "Last Sent Date") that updates monthly.
    • Trigger the email when that date matches the current month.
  2. Recurring API Trigger via Webhook (Best for External Data)

    • Set up an external automation (Zapier, Make, or a simple script on a server) to trigger Klaviyo’s API once per month.
    • Update a profile property in Klaviyo (e.g., “Fan of the Month” name).
    • Use this property in a dynamic template inside a Flow.
  3. Manual Scheduling (If No API Access)

    • Duplicate the previous month’s campaign.
    • Change the content and schedule it manually.

Best Option:

If your fan data is external, use API automation to update Klaviyo and trigger a flow. Otherwise, set up a segment-based recurring Flow.

Let me know if you need API help!