How to build workflow that triggers every 3 months

[HGupta9]

Hi Community,

I hope you are all well.

I am trying to build a schedule based workflow that should run every 3 months, but the options I can see are once, daily, weekly monthly, annually. 

what is the best way you can propose that external comms can go out to our client only once in the beginning of a quarter. 

Looking forward to hearing from you.

Many Thanks

Himani

[karstenkoehler · Accepted solution]

Hi @HGupta9,

The best option currently is to simply create four workflows, one for each quarter, that are recurring annually.

Best regards!

[Huntscape-Ops]

Hi @HGupta9 ,

Is everyone enrolling all at once or is there an active list driving enrollment that people will come through sporadically?  If they are enrolling all at once and everyone finishes the workflow at the same time then you could just add a 3-month delay to the end of the workflow and a step that enrolls them into the next flow. 

If they are running off an active list you could use an enrollment workflow that only runs at certain intervals and enrolls batches of people into your main workflow.  As long as there is no time-sensitive info in emails that will become out dates this would be a good option.

[karstenkoehler · Accepted solution]

Hi @HGupta9,

The best option currently is to simply create four workflows, one for each quarter, that are recurring annually.

Best regards!

[HGupta9]

Hi Karstenkoehler,

thanks a lot for your prompt response.

do you think it is advisable that I create one workflow annually that have 90 days time delays for next 4 steps?

Many thanks

Himani

[karstenkoehler]

@HGupta9 no, I wouldn't recommend that. While possible, it complicates considerations around enrollment, unenrollment. There are cases where it's straight forward to the most solid option is four workflows. Gap years alone are a reason to follow that path.

[HGupta9]

The workflow that you have proposed I need to keep a timer for next 1 year to build the indivdual workflow for next 3 months interval , right? Or there is another optimal way of me not forgetting this?

[karstenkoehler · Accepted solution]

@HGupta9 what do you mean by timer? You would set up one annually recurring workflow for Jan 1, one for Mar 1, one for Jul 1, and one for Oct 1. If it is set up as recurring, no delays are needed.