Is there a way to check the number of scheduled events within a specific date range? We’re using a board and calendar to manage email marketing requests for a number of different groups within the company. We want to set a limit of 3 emails per week for each group to avoid hitting our communication limits.
Once a new email is approved and added to the calendar, I’d like to set up a way to check for the number of emails already scheduled for that group within the past 7 days of the scheduled send.
What would be the best way to approach this? My initial thought was a formula, but can’t figure out the combination of conditions to use.
Had you considered utilising our board filters to filter to that specific date range? Additionally you could set up a status column to indicate when an email is scheduled and include that in the filter to better understand how many emails have been scheduled within those 7 days.
Thanks for your suggestion. We could check this manually with board filters, but what I’m looking for is an automated way to check the dates every time a request comes through, so that the proper team members can be notified if there’s a conflict. Each request could have up to 3 email sends, so each date would need to be checked. To complicate things even more, we have multiple business units, so we would need a way to add a filter to only check email sends within a specific business unit.