When Do My Automations Go Out?

We'll send you a reminder email 1-2 days before an automation goes out. In that email, we'll show you the content being sent and remind you of the audience for the automation. Click here to learn about setting up these notifications and how to include other team members in those emails.

Automation Name	When it sends
Monthly Market Insights	Around the 7th–8th of the month Note that the Monthly Market Insights* is replaced by the Quarterly Market Insights at the end of each quarter, affecting the months of January, April, July, and October.
Weekly Market Insights Newsletter	Weekly on Mondays starting around 12 PM PST
*Ages 55-65 Newsletter (formerly Retirement Insights)*	Quarterly: January, April, July, and October
Ages 66+ Messages	Quarterly: January, April, July, and October
Ages 40-54 Newsletter	Quarterly: January, April, July, and October
Ages 20-39 Newsletter	Quarterly: January, April, July, and October
Financial Focus	Monthly, mid-to-late month
Happy Birthday Email	Whenever a contact in your automation audience has a birthday, emails are sent at 6:00 AM PST.
Referral Sequence	Sent quarterly
Celebrations Basic	Martin Luther King Day Mother's Day Memorial Day Father's Day Independence Day Labor Day (U.S.) Veterans Day Thanksgiving (U.S.) Happy Holidays New Year's Day
Celebrations Deluxe	New Year's Eve Presidents' Day Valentine's Day International Women's Day St. Patrick's Day Daylight Saving Time Begins April is Financial Literacy Month Passover Easter Juneteenth Earth Day August is Make a Will Month September is Life Insurance Awareness Month September is College Savings Month Halloween Daylight Saving Time Ends Merry Christmas Lunar New Year
Celebrations Canada	Victoria Day Canada Day Labour Day Thanksgiving Truth & Reconciliation Day Remembrance Day
Social Foundations	The default schedule is Monday, Wednesday, and Friday, but you can update that schedule on the Social Foundations Campaign Details page.
Social Security Newsletter	Quarterly: January, April, July, and October
Breaking Financial News Messages	Sent based on significant market-moving events (once or twice yearly)
Chart of the Month	Sent at the end of each month
Business Owner Messages	Quarterly: January, April, July, and October
College Planning Newsletter	Quarterly: February, May, August, and November
CyberSecurity & Scam Prevention Newsletter	Quarterly: February, May, August, and November
Life Insurance Messages	Quarterly: February, May, August, and November
Medicare Newsletter	Quarterly: February, May, August, and November

Compliance Approval Window For Automated Marketing

Your compliance department must approve Automated Marketing content before the content is set to send.

Most Automations: The compliance approval window for most Automations is 1-2 weeks. If the content is not approved in this time frame, then the Automation will not send anything.
Weekly Market Insights: The compliance approval window for the Weekly Market Insights Automation is by 10 AM PT/1 PM ET on Monday at the latest so that this content can be sent by 12 PM PST.