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The Date and Time Schedule trigger initiates a flow at a specific date and time you set. This is useful for automating actions based on predetermined schedules, such as sending reminders, and updates, or executing tasks at specific intervals.

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How to Configure Date and Time Schedule Trigger

While creating the Trigger Based Flows select the Date and Time Schedule trigger. mceclip0.png When setting up the Date and Time Schedule trigger, you’ll need to configure the following details:
  • Name: Provide a clear, descriptive name for the trigger to identify its purpose in the flow.
  • Description: Write a brief explanation of the trigger’s function, specifying what actions it will initiate and when.
  • Start Date: Select the specific date when the trigger should first activate. This defines the day the flow will begin.
  • Start Time: Choose the exact time for when the trigger should fire on the scheduled date, ensuring actions happen at the desired moment.
  • Start Frequency: Set how often the trigger will repeat to define the recurrence of the flow.
  • Timezone: Specify the time zone for the trigger’s execution to ensure the actions occur at the correct local time.
  • Triggering Module: Select the module where the flow will be applied, determining which records will be impacted by the scheduled actions.
  • Configure Entry-Level Conditions: Set specific criteria that records must meet to enter and trigger the flow.
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Practical Example

Here, we will send monthly emails about the sale on the 1st date of every month, this way you can implement a monthly discount promotion to boost sales and encourage customer loyalty. mceclip0(1).png Note: This trigger works only once. In case you intend to trigger the Smart Flow for another date, configure a new Smart Flow with Date and Time Schedule Trigger. You can also clone an existing Smart Flow if created and choose a different date/time before publishing it.