The "Scheduled date and time" trigger allows you to automate workflows by enrolling contacts at a specific date and time, with the option to repeat this process at regular intervals. This is particularly useful for managing time-sensitive workflows and processes that need to run on a recurring basis.
Setting up the "Scheduled date and time" trigger
To configure the “Scheduled date and time” trigger, follow these steps:
Click on the “Scheduled Date and Time” trigger node within your flow. The form will appear on the right side of the screen.
Set up the trigger
- Trigger date: Select the specific date when you want the flow to trigger and run.
- Trigger time: Set the exact time when the flow should be activated.
- Repeat trigger: Choose if the flow should run at repeated intervals. Options include weekly, monthly, yearly, or a custom interval that suits your needs. The system is designed to handle edge cases, such as when the trigger date is set for the 31st of a month. If the next month has only 30 days, the flow will run on the 30th instead.
4. Enrollment conditions: When toggled on, you can set specific conditions that the customer must meet in order to be enrolled into the flow.
