Create a scheduled workflow

Set up a scheduled message or task, with the people it should reach, in Workflows.

Table of Contents

Workflows replace Automations, so use them for anything new. To set one up on a schedule:

Go to Marketing, Workflows, and click Create workflow.
Use On a schedule as the Trigger.
Add filters to limit who enters.
Add a step: send a message or create a task.
Click Test Workflow on a sample record.
Click Publish.

Up next

Next, read Create a recall message.