Set 'Based on a schedule' workflow enrollment triggers

Use Based on a schedule workflow enrollment triggers to center your workflow actions on a calendar date or using a date property. This enrollment trigger type can be used across all workflow object types and with additional enrollment filter criteria. 

1. In your HubSpot account, navigate to Automation > Workflows.
2. Click the name of the workflow or create a new workflow.
3. If you're creating a workflow from scratch, in the left panel, select On a schedule.
4. If you're working on an existing workflow:
   
   • In the workflow editor, click the Trigger enrollment for [object] card.
   • If there are existing workflow triggers, in the left panel, click Change start trigger. This will erase any current enrollment triggers. 
   • In the dialog box, click Confirm. 
   • In the left panel, select Based on a schedule.
5. Set up your Based on a schedule workflow enrollment trigger. The configured dates and times will be based on your account's time zone settings.
   • Enroll: select an object type for your workflow. This option will only appear if you're creating a workflow from scratch. If you're updating an existing workflow, it is not possible to change the workflow's object type. 
   • Frequency: choose whether the workflow should only occur Once or Annually.
     • If you have an Operation Hub Professional or Enterprise subscription, you can schedule the workflow to recur Monthly, Weekly, or Daily.
• • Date: select a date or date property for your workflow to execute.
    • To select a fixed date, click the date picker and select a date. 
    • To select a date property, click the date picker and select a property from the data panel. Then, select On date, Before date, or After date. Date properties can only be used with the Once or Annually trigger options. 
  • Time of day: select a time for your workflow to trigger. 
    • When setting your Time of day, you can select Morning, Daytime, or Night. The workflow will only begin to enroll records the next day. During the selected window, the workflow will run at a time when HubSpot's systems offer optimal performance.
    • Alternatively, you can set a Specific time for your workflow to occur. Then, click the dropdown menu and select your time. 
• • And [object-types] meet the following filter criteria: set filter criteria to define the records that you would like to enroll in the workflow. On each scheduled date and time, all records that meet this criteria will enroll and go through the workflow. 
    • If there is no filter criteria set, records will not automatically enroll in the workflow. Only manually enrolled records will be enrolled.
    • 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.
6. When you're done, click Save.
7. Continue setting up your workflow.