A campaign doesn't have to be a one-time send. If a message belongs on a cadence, a market update, a seasonal check-in, a monthly note, turn on a repeat and BrokerPlus relaunches it for you until you say stop.
Choosing How Often It Repeats
In the composer's review step, the Repeat field defaults to Send Once. Change it to Weekly, Every 2 Weeks, Monthly, or Quarterly and the campaign becomes the first send in a series.
The interval is calendar-based, not an approximate day count. A monthly repeat lands on the same day each month, and a quarterly one three months out, so a newsletter promised "monthly" doesn't drift a couple of days every quarter. This is a different mechanism from scheduling a recurring equity report, which is its own scheduling system with its own settings. Repeating a campaign here has no effect on any equity report schedule, and setting up a report's cadence has no effect here.
Setting an End Date
Once a repeat is selected, an until date appears next to it. Set it to have the series stop itself once it would next fire past that day. Leave it blank and the series keeps going until you stop it by hand.
Either way, the composer shows you what to expect before you commit: how often it sends, the next date it will go out, and whether it ends on its own or keeps running.
Who Each Send Goes To
A repeat doesn't lock in one list on day one. Each occurrence resolves its recipients from the segment right before it launches, so anyone you've added to that segment since the last send is included, and anyone who's unsubscribed or become unreachable is left out. You can also edit the message itself before any individual send goes out, without touching the ones ahead of it in the series.
Reading the Series
Open any occurrence of a repeating campaign and its detail page shows which one you're looking at: occurrence 2 of 5, for instance, with the ones already sent and the next one still scheduled. Past sends show their delivered counts so you can see how the series has performed so far, and the upcoming send shows when it's due.
Stopping a Repeat
Stop Repeating ends the series without touching what's already gone out. Sends that already finished stay exactly as they are, and anything currently in flight is left to finish, only the next occurrence never gets created. Because each occurrence is its own campaign, stopping a series can't be undone by turning the repeat back on afterward - start a fresh campaign with its own repeat if you want to pick this back up later.
What to Do Next
- Run a Campaign first if this campaign hasn't sent yet.
- Read a Campaign's Results to see how each occurrence is performing.
- Build a Segment to keep the list a repeating campaign sends to up to date.