Repeat Automations

When enabled, Repeat Automations:

• Automatically schedule future automation runs
• Re-check entry conditions before each repeat cycle
• Support recurring execution based on a selected schedule
• Allow records to re-enter the same automation over time

Repeat schedules can be configured as:

• Daily
• Weekly
• Bi-Weekly

Monthly scheduling support may be added in a future update.

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Enabling Repeat Automations

Step 1: Open the Automation Builder

Navigate to Automations and create or edit an automation.

Repeat Automations are available in:

• Contact Automations
• Transaction Automations

Step 2: Navigate to Automation Behavior

Scroll to the Automation Behavior section.

Locate the new option:

Repeat Periodically

Step 3: Enable Enroll Existing

Repeat Automations currently require Enroll Existing to be enabled.

Once enabled, Repeat Periodically becomes available.

Step 4: Configure the Repeat Schedule

Open the Repeat settings drawer and configure the schedule.

Available options include:

• Daily
• Weekly
• Bi-Weekly

All schedules require a time selection.

Weekly and Bi-Weekly schedules additionally require:

• Day of Week selection

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Important Configuration Rules

Enroll Existing Requirement

 Important: Repeat Periodically only functions when Enroll Existing is enabled.

 

Stop on Reply Compatibility

Repeat Automations and Stop on Reply cannot be enabled simultaneously.

If Stop on Reply is enabled:

• Repeat Periodically becomes unavailable.

If Repeat Periodically is enabled:

• Stop on Reply is automatically disabled.

Delay Action Restrictions

Repeat Automations do not support Delay Actions.

If an automation contains a Delay Action:

• Repeat configuration becomes unavailable.

If Repeat Periodically is enabled:

• Delay timers cannot be added.

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Repeat Schedule Behavior

Repeat schedules run according to the configured cadence and the team’s timezone.

Supported schedules include:

Daily

Requires:

• Time selection

Weekly

Requires:

• Day selection
• Time selection

Bi-Weekly

Requires:

• Day selection
• Time selection

 

All scheduled repeat times are based on the team's timezone.

Communication actions such as Email and SMS continue to respect:

• Global SMS restrictions
• Allowed communication windows

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Re-Entry Behavior

Repeat Automations introduce a new automation behavior: records may exit and later re-enter the same automation.

Before each repeat cycle runs, the system performs a fresh check against the automation’s entry conditions.

If the record still matches the entry conditions:

• The repeat cycle runs.

If the record no longer matches:

• The repeat cycle is skipped.

If the record matches again later:

• Future repeat cycles resume automatically.

This provides flexible automation control without requiring manual enrollment management.

Example Use Case

A team creates a recurring automation for referral partners using:

• Partner Type
• Required Tag

If a partner goes on vacation or temporary leave:

• Remove the required tag.
• Future repeat cycles stop automatically.

When the partner returns:

• Add the tag back.

The record will resume receiving future repeat cycles once entry conditions match again.

 

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Automation Status Updates

Repeat Automations introduce a new automation status:

On Repeat

Records enrolled in a Repeat Automation may display the On Repeat status even if the automation is currently active or has already completed its initial run. This indicates that the record remains associated with the automation for future scheduled repeats.

Only one automation instance is displayed on the record, even when multiple repeat cycles occur.

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Updating Repeat Settings

Repeat schedules can be modified after an automation is active.

If scheduling settings are updated, such as:

• Frequency
• Day
• Time

The existing repeat schedule is automatically canceled and replaced with a new schedule using the updated configuration.

This applies whether the new schedule increases or decreases the interval.

Changes to repeat scheduling take effect automatically. Future cycles will use the updated configuration.

 

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Disabling or Deleting Repeat Automations

When a Repeat Automation is:

• Disabled
• Deleted

Any future repeat schedules are automatically canceled. This helps prevent inactive or orphaned repeat workflows from continuing to run.

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Playbook Support

Repeat Automation settings are supported within Playbooks. When creating automations from the Playbook Library, users will be able to:

• Select a playbook automation
• Review repeat settings
• Edit the schedule if needed before enabling

Repeat settings also appear in the Playbook preview.

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Campaign vs Workflow Behavior

Repeat behavior varies slightly between Campaign and Workflow automation modes.

Workflow / Enroll Existing Behavior

Records that are updated to match entry conditions after the automation is active may still enter the automation.

Campaign Behavior

Campaign automations behave differently.

Only records included during the automation’s initial enrollment run can participate in future repeat cycles.

Records updated to match conditions later will not be added to the campaign.

However, records already included in the initial campaign enrollment can:

• Skip repeat cycles
• Resume future cycles if entry conditions match again later.

This allows records to temporarily stop participating and later resume without rebuilding the automation.

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Need more help? Check out: Intro to Automations