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Workflow by month

We would like to utilize insightly to send a recurring email every month a certain number of months.

It looks like workflows would be best for this but for example, Starting October 30th, for 6 months, we get an email on the 30th of every month until the end of the 6 month period.

How can this be done?

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  • Hello Jennifer,

    I see you opened a ticket in regard to this subject in which my colleague responded with helpful information. The ticket # is 197578. Please take a look at his response and feel free to follow up with questions you may have. 

    Enjoy your day and week! 

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