Marketing automation · Runs every month
Find subscriber groups we have not emailed recently.
Active subscribers missing recent emails, with suggestions for what to send. Run this automation in Fieldwork chat, or schedule it to email you a report when something needs attention.
Find subscriber groups we have not emailed recently — Sep 1
Automation run • Sep 1
Find subscriber groups we have not emailed recently
Output
260 active Harbor & Pine subscribers engaged recently but received no email in August.
As of September 1, 2026. Assumptions: “recently” means an open or click within 90 days, and “in a while” means no recorded delivery August 1–31. Unsubscribed and suppressed contacts are excluded.
| Group | Subscribers | Suggested email |
|---|---|---|
| Clicked Cascade Merino Crew content | 126 | A layering guide featuring the crew, with fit and care details |
| Clicked Alder Wool Throw content | 84 | A guide to choosing throw colors and caring for wool |
| Opened emails without clicking | 50 | A short preference survey asking which products interest them |
Groups are mutually exclusive, assigned in table order. No other qualifying group appeared. Open-only engagement is less certain because privacy features can inflate opens. Suggestions only, no messages were created or sent.
Automation steps. The agent follows these 2 steps each time it runs, using your connected email marketing.
- 1
Review our email marketing lists and segments for subscribers who have opened or clicked recently but have not received an email from us in a while.
- 2
Show the size and description of each group and suggest what to send them.
Adjust the automation in Chat
Run this automation and tell the agent what to do differently. Ask it to schedule that version if you want the changes in future runs.
- Require a click within 60 days.
- Only flag subscribers unemailed for 45 days.
- Split groups by product interest.
Fieldwork emails the scheduled report. Each email links to the full run as a conversation in Fieldwork. The automation asks the agent to keep a log in your knowledge base and read it before each run to check what has changed.
Adjustable schedule
Choose how often it runs at setup, from hourly to monthly. Ask in Fieldwork chat for a custom schedule and timezone.
Only useful reports
When nothing needs attention, the run skips the email. When there are findings, you get a report with a link to the full conversation.
Read-only access
The agent reads your email marketing without changing the source. It can keep notes and a run log in your Fieldwork knowledge base.
This automation reads your email marketing. Connect Klaviyo, Ometria, or Mailchimp to Fieldwork. The automation uses whichever you connect.
More automations for marketing.
Questions about this automation.
- How do I set it up?
- Connect Klaviyo for email marketing. Run in chat or activate monthly runs on the 1st at 9 AM.
- Does it send emails or create drafts?
- It reviews engagement and delivery records and suggests content. It does not send emails or save mailbox drafts.
- Can I change the criteria?
- Ask in chat to adjust engagement windows, delivery gaps, or grouping. Request an adjusted monthly automation to repeat those checks.
- Where does the report arrive?
- Scheduled reports arrive by email with access to the full conversation. If nothing needs attention, no email or push notification is sent.
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