How do I schedule a recurring journey with a repeat frequency?

You can schedule a recurring journey such as a survey by including the repeat frequency of the journey.

For example, you can schedule a survey journey to repeat on the first Monday every 3 months. To do this, follow these steps:

  1. On the home page, click the My Client Groups tab.
  2. Click Show More under Quick Actions.
  3. Click the Journey Templates quick action in the Journeys Setup area.
  4. Click the survey journey name where you want to schedule the repeat frequency.
  5. Click the Advanced tab and click Add in the Schedule section.
  6. In the Schedule panel drawer, select or enter these values as applicable.
    Field Value
    Repeat Calendar month
    Repeat Frequency 3
    Week of Month First
    Day of Week Monday
    Start Date 5/6/25
    Number of Runs per Period Every day of the period
    End Recurrence Number of occurrences
    Number of Occurrences 3
  7. Click Generate. The periods in the schedule with their start and end dates are displayed.
  8. Click Save.