Configure Workflow trigger settings

Choose who will receive your workflow and when and where it triggers.

Written By Markus from Featurebase

Last updated 3 months ago

Overview

When building a workflow, the first step is selecting a Trigger. After that, you’ll configure the trigger settings to define where, who, and when the workflow runs.

To get started, select the first Trigger block in your workflow builder to open its settings.

Manage workflow channels

Open your workflow and select the first Trigger block to manage which channels the workflow uses:

  • Web - website and web app through Messenger

  • Email - through email conversations

Note: Some triggers only support web-based channels.

Manage where a workflow is sent

Next, you can control where a Workflow triggers with rules such as Time on page or URL. The workflow will only trigger when these conditions are met.

When targeting a specific URL, copy and paste it directly from your browser to avoid hidden characters like trailing slashes.

Example: You can trigger an outbound workflow whenever a customer spends 60 seconds on your pricing page.

Manage workflow audience

Then, you can define your audience filters. These determine who qualifies to receive the Workflow. We recommend setting up an additional workflow for users who don’t match the audience filters, so everyone is covered.

Example use cases:

  • Create one workflow in French and one in English, triggering based on the user’s browser language

  • Target trial users who signed up 15 days ago (using the data you track about them)

Tip: You can add multiple filters to target the right audience. For example, you could add:

  • Last activity is less than 14 days ago, so you only target active users.

  • Browser language is English, so you target users who speak the language of your message.

Workflows scheduling

Finally, configure the Scheduling section in the Trigger block to control how often and when your workflow sends.

Send frequency

Choose how often the workflow should run when the trigger conditions are met:

  • Send once: Runs the first time a person meets the conditions

  • Send on a schedule: Runs regularly based on a set schedule

    • Weekly – choose specific days

    • Monthly – choose a day of the month

    • Yearly – choose a month and day

  • Send every time: Runs every time the conditions are met

    • You can limit this to once every X days

    • Optionally, set an end condition - for example, stop after a specific number of sends or on a certain date

Send time

If you choose Send once or Send every time, you can control when it’s delivered:

  • Any day, any time: The workflow can run at any time

  • During office hours: Only runs while your team is online

  • Outside office hours: Runs only when your team is offline