Last updated: December 13, 2021
|Operations Hub Professional, Enterprise|
Schedule a workflow to recur at regular, pre-determined intervals. Records will only enroll in the workflow once the scheduled date is reached.
Workflows can be scheduled to execute on a specific day of the week or month. For example, you can set up a workflow to send out internal reminders at 7 AM every Thursday, or the 28th of every month.
If you want to center your workflow actions on a specific calendar date or contact date property instead, learn more about creating Specific date or Contact date property workflows.
Please note: scheduled workflows can only execute on the specific days and dates that they are scheduled for. For example, if you've scheduled your workflow to recur Monthly, and set the Day of month for the 31st, the workflow will not execute on months where the month does not have 31 days, such as February, which only has 28 or 29 days.
If you decide to change your workflow schedule after creating the workflow, you can do so from within the workflow editor.
On each recurring scheduled date and time, all records that meet the trigger criteria will enroll and go through the workflow, even if the record enrolled previously. If a record no longer meets the trigger criteria, it will not continue to enroll in the workflow.
If a record is manually enrolled, it will not follow the set schedule and automatically enroll on subsequent scheduled dates, unless it meets the trigger criteria. Manually enrolled records will execute the workflow immediately.
Click the Settings tab to manage the workflow's settings. On the General page, select days that you want workflow actions to pause and associate campaigns with contact-based workflows.
When a workflow is using a scheduled trigger, it isn't possible to set when workflow actions can execute. The What times do you want the actions to execute option will be greyed out.
On the Unenrollment and suppression page, set unenrollment and suppression criteria to automatically remove or exclude records from the workflow.
Learn more about managing your workflow settings.
After you turn your workflow on, you can view the workflow history to monitor the records that are enrolled.
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Learn more about how to choose the right workflow type for your needs.
After creating your workflow and setting enrollment triggers, choose actions to add to your workflow. Actions...
By default, records are only enrolled in workflows the first time they meet the workflow enrollment triggers...