Time-based Workflows - Online Help | Zoho Campaigns

Time-based Workflows

Use the time-based workflow to perform actions on your contacts at a specific time. You have the option of triggering this workflow either once or at regular intervals. In conditional workflows, you can send emails only once to your contacts in the selected mailing list, so the same contact will not receive the same email twice.

One-time workflow

This time-based workflow allows you to perform a single action on all contacts in your mailing list. After you specify a time, this process will only be triggered once at that time, and the selected action will be executed only once.

User scenario

Jane sends promotional campaigns to all workflows in her mailing list. She wants to give special offers to her active contacts. To decide who the active contacts are, she scores them based on their opens and clicks in a one-month timeframe. She hence creates a one-time workflow, sets the condition as 'Contact Score is greater than 150', and selects 'Send Email' as the action. After composing the email content, she schedules the workflow to trigger after one month and activates it. Though active, the workflow will be triggered only once at that specified time. This action will be performed only once.

Recurrent workflow

This time-based workflow can be used to perform an action on all contacts in your email list on a regular basis. After you set the time interval, this workflow will be activated at that time on a recurring basis, and the selected action will be executed until the workflow is no longer active.

User scenario

Jane wants to push the contacts that join her mailing list to a Zoho CRM module at the end of every week. She hence sets the condition as 'Added time is current week' and selects the action as 'Push contacts to Zoho CRM'. She then sets the time interval as 'Every week on Saturday' and activates the workflow. Thus all new contacts added to her mailing list every week will be pushed to Zoho CRM on Saturdays, till the workflow is kept active.

Create a time-based workflow

  1. From the Navigation toolbar, select Automation and choose Workflows.
  2. Click on Create Workflow button present at the top-right corner.
  3. Click  Conditional Workflow , and select click  Create  under Time-based workflow.
    create time based workflow
  4. Provide the following information:
    • Name for the workflow for your reference in the future.
    • Select a mailing list to associate with the workflow. If necessary, you can create a new mailing list.
    • Set up criteria defining the conditions with which your contacts should be categorized. You can set up to six criteria and set the criteria pattern as of your choice.
    • Select an action to be performed. You can select any number of actions:
      • Remove contacts from list: Contacts who meet the criteria will be removed from the mailing list.
      • Add contacts to another list: Contacts who meet the criteria will be added to another mailing list that you specify. If necessary, you can create a new mailing list.
        You can make the target list a smart list . The workflow will add the contacts that meet the specified criteria to the smart list. After the workflow is activated, any contact already present in the smart list that does not meet the criteria will be removed automatically from the list. Also if any contact, that was added to the smart list through the workflow (i.e., those who met the specified criteria), stops meeting the criteria the contact will be removed from the list. Thus the smart list, at any point of time, will hold only those contacts who match the criteria specified in the workflow associated to the list.
      • Send email to contacts who meet the criteria. Create a new campaign and configure content. You can choose to send it immediately, or schedule it for later. 
        Note : The email will be sent ONLY ONCE to contacts in your mailing lists, so the same contact will not receive the same email twice.
      • Push to Zoho CRM the contacts that meet the criteria. You can either push all contacts to Zoho CRM or update just the existing contacts' Campaigns related information in Zoho CRM. To push contacts, you will have to configure mapping with your Zoho CRM account.
      • Update fields of the contacts who meet the criteria. Select the field to be updated and provide a value for the field. You can choose to update any number of fields. In update field you can do one of the following:
        • Text fields: Overwrite the existing text value or append text to the existing value.
        • Integer fields: Overwrite the existing integer value or add or subtract an integer from existing value.
        • Date and time fields: Overwrite the existing date and time with any value or update to the date and time when the action occurs.
      • Add contact score to contacts that meet the criteria. Select a score to be added.
      • Associate webhook Send details of contacts who meet the workflow criteria using webhooks. Select the webhook you want to associate. If necessary, you can create a new webhook
    • Specify a time for the workflow to trigger. Choose between the one-time trigger and the periodic trigger by selecting the appropriate radio button then schedule the workflow.
  5. Click  Activate Now  to enable workflow immediately or click  Save as Draft  for use in the future.  When you save as draft the workflow schedule you've set will not be saved. You will need to schedule the workflow while activating.

Once activated, the workflow will be triggered on the scheduled interval. You can pause and reactivate the workflow at any time.
define actions for workflow
specify time as once
specify periodic time

Changing criteria pattern

The default criteria pattern is ''( ( ( ( ( 1 and 2 ) and 3 ) and 4 ) and 5 ) and 6 )'' if you choose all six criteria. However, you can choose between the operators 'And' or 'Or' between the conditions. If you wish to change the position of the parentheses, click the link Change pattern to edit the pattern.

Use Case

You want to filter contacts by creating a view that displays all contacts from automobile industry who recently attended a trade show and whose location is either San Diego or San Francisco. When you specify this criteria using the Criteria Editor, the criteria pattern will be displayed as shown below:

The default pattern is (((1 and 2) and 3) or 4).  However, the required pattern is ((1 and 2) and (3 or 4)). This modification can be made using the Change Pattern option.
create criteria pattern
change pattern

Workflow reports

You can view reports for any active workflow. To view reports:
  1. From the Navigation toolbar, choose Automation and select Workflow.
  2. Select the workflow for which you want to view reports.
  3. Navigate to the intended action and click View Reports .
The report will display a list of contacts on whom actions were performed and a list of those that were missed out, along with the reason they were skipped.
view report

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                      Still can't find what you're looking for?

                      Write to us:  support@zohoforms.com


                            




                          

                        Zoho Marketing Automation

                          Zoho Sheet Resources

                           




                              Zoho Forms Resources


                                Secure your business
                                communication with Zoho Mail


                                Mail on the move with
                                Zoho Mail mobile application

                                  Stay on top of your schedule
                                  at all times


                                  Carry your calendar with you
                                  Anytime, anywhere




                                        Zoho Sign Resources

                                          Sign, Paperless!

                                          Sign and send business documents on the go!

                                          Get Started Now


                                              Zoho SalesIQ Resources



                                                  Zoho TeamInbox Resources



                                                          Zoho DataPrep Resources



                                                            Zoho DataPrep Demo

                                                            Get a personalized demo or POC

                                                            REGISTER NOW


                                                              Design. Discuss. Deliver.

                                                              Create visually engaging stories with Zoho Show.

                                                              Get Started Now











                                                                                    • Related Articles

                                                                                    • Activity-based Workflow

                                                                                      This workflow's trigger is based solely on contact activity. These are pre-definable workflows that can be invoked for any entity, including signup forms, campaigns, and more. User scenario 1 Jane has embedded signup forms in her website, blog, and ...
                                                                                    • Workflow Reports

                                                                                      Upon creating a workflow and activating it, a report is automatically generated. Detailed reports about your contacts' journey through a workflow are provided in these reports. You can view three different reports about your workflow: Version-based ...
                                                                                    • What will happen if I reorder Time-based workflows?

                                                                                      Reordering time-based workflows in the list view will not have any impact on the execution order of your workflows, as time-based workflows trigger on the scheduled date and time.
                                                                                    • When will a time-based workflow trigger, and who will it trigger for?

                                                                                      This type of workflow will trigger on any contacts who meet the specified criteria. You can make these workflows run once or periodically at a specific time.
                                                                                    • Instant Workflow

                                                                                      Use the instant workflow to perform actions on your contacts instantly, whenever a defined condition is satisfied.  User scenario Jane has an online store for antiques. Contacts join her mailing list through the signup form embedded in her website. ...
                                                                                    Wherever you are is as good as
                                                                                    your workplace

                                                                                      Resources

                                                                                      Videos

                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                      eBooks

                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                      Webinars

                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                      CRM Tips

                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                        Zoho Show Resources