If you regularly need to run something every morning, or on the second Friday of each month at 10 AM, the Scheduler Trigger is exactly what you need. It lets you build automations that handle recurring routines without any manual input or external tools. Here's how to set one up.
Adding Your Trigger
Start by navigating to the Workflows tab inside the Automation section and creating a new build.
Click Add Trigger and select Scheduler from the Events options.
Select your interval, which can be hourly, daily, weekly, monthly, or a cron expression.
Hourly Frequency
When setting an Hourly Frequency, enter the numerical value for the total hours it should wait before repeating.
Daily Frequency
When setting a Daily Frequency, select the time of day the workflow should be triggered on.
You can select multiple times on the same day to execute the workflow.
Weekly Frequency
When setting a Weekly Frequency, first select the days of the week, then set the time of day the workflow should be triggered on.
Monthly Frequency
For Monthly Frequency, select whether the pattern will be days of the month (for numerical values, such as the 15th) or Week and day of the month (to set patterns such as the second Monday).
If selecting "Days of month," select the days and time of day the workflow should be triggered on.
Setting a Cron Expression
Selecting Cron allows you to enter a detailed time for execution by using numerical values and asterisks to represent the exact minutes, hours, days, and months for your parameter. For example, 0 9 \ \ 1 to represent Mondays at 9 AM.
Use this table when setting a Cron Schedule.
Number followed by the astericks reprensenting empty valuesMinutesHoursDay of the monthMonthDay of the week0 to 59\\\\\0 to 23\\\\\1 to 31\\\\\1 to 12\\\\\0 to 6
Advanced Settings
Open the advanced settings tab to further customise your trigger. In this section, you can toggle the option to skip triggering the workflow on weekends (1) and set a date (2) for the workflow to stop executing.
Checking Your Trigger
Once you've set your schedule, click Check.
This will show you a list of your upcoming executions. If they look correct, click Save Trigger to finalise.
After that, add any actions you need to complete your workflow. The trigger works with all standard contact-based actions, making it a solid choice for newsletters, recurring events, and seasonal campaigns.