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Use this page when your automation should send a message to a group of customers on a recurring time-based schedule.

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Overview

The Schedule trigger fires based on a configured repeat interval for a selected customer segment. Unlike event-based triggers, Schedule is not tied to a customer action — it runs at the time and cadence you set.

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Before you start

  • Open Automation.
  • Click Create new scenario.
  • Have a customer segment ready to target, or create one first.

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Steps

  1. Click Trigger.
  2. Choose Schedule.
  3. In the Send to field, select the customer segment you want to target.
  4. In the Repeat field, choose the cadence:
    • Does not repeat — runs once at the scheduled time
    • Daily — runs every day
    • Weekly — runs once a week on the configured day
    • Monthly — runs once a month on the configured date
    • Annually — runs once a year on the configured date
    • Additional data — runs based on a custom date field in the customer profile
    • Date of birth — runs annually on each customer’s birthday
  5. (Optional) Enable Advance scheduling to configure a more specific send time.
  6. (Optional) Enable Set end date to stop the schedule after a specific date.
  7. Save the trigger.
  8. Add the next step in the scenario.
  9. Click Save automation.

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When to use each option

  • Use Does not repeat for a one-time scheduled send to a segment.
  • Use Daily, Weekly, or Monthly for regular recurring messages such as digests or promotional reminders.
  • Use Annually for yearly campaigns such as anniversary offers.
  • Use Date of birth to send automated birthday messages to each customer on their own birthday.
  • Use Additional data when you want to trigger the send based on a custom date stored in the customer’s profile.