Workflows now have a Schedule trigger. You pick a date and time, or set a repeat, and you pick which contacts it runs for. When the time comes, Nedzo runs the workflow for each of them.
Some outreach isn't tied to anything a contact does. You want to check in with new leads every Monday, or reach your VIPs on the first of the month. Until now, that meant you had to remember. Now you set it once and stop thinking about it.
The Schedule trigger
Add a Schedule trigger to a workflow in the builder. It has two modes.
One-time schedule
Pick a date, a time and a timezone. The timezone starts as your workspace timezone, and you can change it. The workflow fires at that moment. If the time you picked is already in the past, Nedzo won't let you publish, so a typo can't send at the wrong time.
Recurring schedule
For a repeat, you set:
- How often: every X minutes, hours, days, weeks or months
- Which days of the week, for weekly runs
- Which day of the month, for monthly runs
- A start date and time
- An end date, or no end at all
- A timezone
Nedzo shows you the next scheduled run, so you always know when it fires next. If you unpublish or delete the workflow, Nedzo cancels every future run.
Pick the contacts
A schedule needs a list of people. You filter contacts with the same filters you use on the Contacts page. You can filter on any contact field, like name, email, phone, company or tags. You get the usual operators, like contains, starts with, equals and is empty. Stack several conditions and a contact has to match all of them.
That covers things like "everyone tagged VIP" or "created after January 1". There's also a new filter, "created in the past X days". Set it to 7, run the workflow every Monday, and each week it reaches only the leads that came in that week.
How the run works
When the schedule fires, the workflow runs once for each contact that matches. Every run shows up in the Executions tab with its status, what triggered it and which contact it ran for. You can open it and see each step it took, in order.
If no contacts match, nothing runs, and your log stays free of empty runs.
Use it for a scheduled SMS campaign
Say you run a med spa. Every Monday at 9am, you want to text everyone who became a contact in the past 7 days. Add a recurring Schedule trigger for Mondays at 9am and filter for "created in the past 7 days". Put your text message step after the trigger and publish. From then on, the new leads get their text every week without you touching it.
It's live in your account now.