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Documentation Index

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The Scheduled trigger runs a workflow on a recurring schedule. Instead of reacting to a specific event or criteria change, it evaluates eligible contacts at a fixed interval and enrolls any that pass the filter.

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Configuration

Choose a schedule frequency and configure the timing.

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Daily

Run the workflow every N days at a specific time.
FieldDescription
EveryHow often the schedule repeats (e.g., every 1 day, every 2 days)
TimeThe time of day the workflow runs

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Weekly

Run the workflow on specific days of the week at a set time.
FieldDescription
DaysSelect one or more days of the week
TimeThe time of day the workflow runs

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Filter

The scheduled trigger requires a filter to determine which contacts are eligible to enter the workflow when the schedule fires. Without a defined filter, the trigger will not fire. Filters use the Unified Query Engine.

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Re-enrollment

By default, contacts can only enter the workflow once. When you enable re-enrollment, contacts can enter the workflow each time the schedule fires and they match the filter — the same behavior as event-based triggers.

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Exit conditions

Exit conditions define when a contact should leave the workflow early, regardless of where they are in the sequence. You configure exit conditions using the Unified Query Engine. When a contact meets an exit condition, they are immediately removed from the workflow.