> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.bitbybit.studio/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up Schedule triggers in automation

> Use a Schedule trigger in bitCRM automation to send a message to a customer segment on a recurring schedule.

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

## 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.

## Before you start

* Open [Automation](https://app.bitbybit.studio/bitcrm/automation-new).
* Click **Create new scenario**.
* Have a customer segment ready to target, or create one first.

## 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**.

## 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.

## Related

* [Set up a trigger in automation](/bitcrm/how-to-set-up-a-trigger)
* [Add steps to an automation](/bitcrm/how-to-add-steps-to-an-automation)
* [Create a customer segment](/bitcrm/how-to-create-a-customer-segment)