1. Implementing and Using Journeys
  2. How You Schedule Recurring Journeys

How You Schedule Recurring Journeys

You can schedule a recurring journey for all journey categories except Survey and Enterprise Onboarding when you assign journeys in the Journeys app. For example, as a manager, schedule a recurring monthly check-in with your directs.

You need to set Enable recurrent scheduling to Yes on the Message tab of the journey template on the setup page. With that configured, when you assign a journey in the Assign Journeys flow, you can choose these Repeat options:
  • Never - Indicates the assignment is one-time and won’t recur.
  • Day - Indicates the assignment is on a daily basis.
  • Week - Indicates the assignment is on a weekly basis. For example, every Monday.
  • Month - Indicates the assignment is on a monthly basis. For example, say you have set the recurrence to start on 20th September and set the recurrence value to 3, then the journey is assigned on 20th September, 20th October, and 20th November.
  • Year - Indicates the assignment is every year.

Based on the start date and the frequency in the schedule, the assignment occurs in specific periods that fall between the start date and end date of the recurrence. The Number of Runs Per Period drop-down list allows you to configure the number of times that the system tries to schedule a survey journey in case of earlier scheduling failures or when a new population is added to the criteria. The journey assignment ends based on the configuration for End Recurrence.

If there are open periods from the previous assignment, you can enable the Expire previous open periods to set them to close automatically. Before you assign the journey, make sure you review the details and edit the schedule. Then select the population to whom the journey must be assigned and assign the journey. You can’t make any further changes to the schedule from the Journeys UI.

After a journey is assigned, only users with access to the Scheduled Allocations tab can deselect assignees or delete the whole schedule for an already assigned journey. There’s no way to revisit and update completed periods in the schedule.