How to send mail for every X months using rules?

Question

In my user profile there is date of orientation(date field) from date(current date) and end date.

When user fills the date field, it should generate an Mail for every X months. example-according to screen shots i have two date field when user have given from date(current date or future date)based on that date for both date fields should trigger a mail every X months.

Answer 1

Requirements:

Rules, Rules UI and Rules Scheduler must be installed and enabled.

Step 1) Create a new component, I named it send mail every 2 months

Step 2) Add an action of Send Mail, fill out the form, see picture below.

Step 3) Add an action (again)

This time select Schedule Component Evaluation and select your component (send mail every 2 months)

Note: this will re-schedule your e-mail to be sent 2 months after its sent for the 1st time

Step 4) For SCHEDULED VALIDATION DATE, erase everything and put +2 Months

For Identifier, put something like I did (see picture) so you know who the schedule is for.

For ACCOUNT, put account

Step 5) Create a new rule, for React on Event, select After saving a user account.

Step 6) Add an action, select Schedule Component Evaluation and select your component (send mail every 2 months)

Step 7) Click on the switch to data selection button

Step 8) Put your field in Scheduled Evaluation Date. My user date field is called From Date with a machine name of field_from_date Therefore, it's account:field-from-date

Click on Add Offset, put 2 and select Months. (This means it will send the e-mail 2 months from the from date.

For Identifier, put something like I did (see picture) so you know who the schedule is for.

ACCOUNT, put account

Answer 2

Refer to my answer to the question about "Rule to store user's last post date and scheduled rule based 30 day reminder", which is a variation (though not a duplicate) of your question here. Below are some more details about the steps you need to complete to make it work for your case also.

Step 1

Your to date already corresponds to field_next_article. Let's assume the fieldname of your to date is field_to_date.

Step 2

Copy the Rules component example from Step 2 (in export format already) to some temporary file, and perform these changes:

• change field name field_next_article to field_to_date.
• change the eMail details (such as Subject, etc) to fit your requirements.

Then import the edited version in your own site.

Step 3

Copy the Rules example from Step 3 (in export format already) to some temporary file, and perform these changes:

• change field name field_next_article to field_to_date.
• change 30 days to 2 months, and review (correct) the value for date_offset (to also make it match 2 months).
• Replace the "Rules Event" (= the line starting with "ON", by "some event that fits your exact requirements".

Then import the edited version in your own site.

Step 4

To actually sent such eMail every 2 months, you need to add another action at the end of the Rules component you created in Step 2. That action is to repeat the execution of the Rules component itself (which was created in Step 2), similar to what is explained in the video about "Repeating scheduled events" (especially what is shown from about 7:00 to 8:00 in that video).

Note: If you're not familiar (enough/yet) with Rules, checkout the 32 (!!!) great, and free, video tutorials Learn the Rules framework.

PS: I'm assuming this question is about D7.