Recurring Flow Campaigns

A recurring campaign runs repeatedly. Instead of sending once, it is triggered again and again — on a schedule you define (for example every Monday at 09:00), or by another flow. Use it for weekly newsletters, win-back reminders, birthday messages, and any send that repeats.

If you only need to send once, use a One-Time Flow Campaign instead.

Recurring campaigns are built on the Flow canvas and work the same way for every channel: Email, SMS/MMS/RCS, Push, Inbox, In-App, Onsite, and WhatsApp. This page covers the steps common to all channels; channel-specific options are documented on each channel's Action Node page.

How Recurring Campaigns Work

A recurring campaign stays active and runs many times. Here is what happens after you publish:

1. The campaign becomes active on its start date. It stays active until the end date you set — or forever, if you chose Never.
2. Each run is triggered by the schedule or by another flow. With Trigger Periodically, the campaign runs at the times you defined (for example daily at 09:00). With Trigger Externally, it runs each time another flow fires it with the Fire Campaign action.
3. The audience is checked fresh at every run. Each time the campaign runs, the platform looks at your segment, table, or tag again. Contacts who newly match are included; contacts who no longer match are not. This is what makes recurring campaigns automatic — you set the audience rule once, and each run picks up whoever matches that day.
4. Entry Capping controls repeat messages. Because the campaign runs many times, the same contact can qualify again and again. Turn on Entry Capping to limit how often a contact can re-enter — for example, at most once per day or once per month.
5. Each run works like a one-time send. Contacts move through the flow node by node, and every send is checked against permission, frequency capping, and blackout hours — exactly as described in How One-Time Campaigns Work.
6. The campaign keeps running until it ends. It stops at the end date, or when you stop it manually from the Flow Campaigns list.

Prerequisites

The same as for one-time campaigns: your channel is set up, your content exists, your audience exists as a segment, table, or tag, and your role can create and publish campaigns. See Prerequisites.

Step 1 — Create the campaign

1. In the panel, go to Campaigns → Flow Campaigns.
2. Click New.
3. Select Recurring Campaign.

Step 2 — Enter campaign info

Step 3 — Choose how the campaign is triggered

Under Select how this campaign will be triggered, choose one:

• Trigger Periodically — the campaign runs on a regular schedule that you define in Step 4.
• Trigger Externally — the campaign runs when another flow fires it, using the Fire Campaign action. Use this when a different automation decides the timing. If you choose this option, skip Step 4.

Step 4 — Set the schedule (periodic campaigns)

For Time Zone-Based Delivery, the date, time, and repeat options are set in the trigger section — see Time Zone Based Delivery.

Step 5 — Select the audience

Double-click the Audience node and choose your source — Segment, Predefined Segment, Table, Remote Segment, or Tag. The sources work the same as in one-time campaigns.

Remember: the audience is re-checked at every run, so define it as a rule ("customers with no purchase in 30 days"), not as a fixed list.

Two tools matter especially for recurring campaigns:

• Exclude — remove specific groups from every run.
• Entry Capping — limit how often the same contact can re-enter the campaign. Turn on the toggle and set a limit per hour, day, or month. Without a cap, a contact who keeps matching your audience rule receives the message on every run.

Step 6 — Add the channel node and select content

Drag your channel's node onto the canvas, connect it after the Audience node, and select the content — the same as in one-time campaigns. Channel-specific options are on each channel's page.

Step 7 — Configure optional settings

Each channel node has its own optional settings — duplicate removal, tracking, frequency capping override, contact extension. Which settings are available depends on the channel. See your channel's page for the full list.

Step 8 — Close the flow

Every path must finish with an End node — including branches for contacts that don't meet a condition.

Step 9 — Test and publish

1. Review the flow — every node connected, every path closed.
2. Always send a test using your test list.
3. Click Save, then publish. The campaign becomes active on its start date and runs on its schedule (or waits to be fired externally).

To stop a recurring campaign before its end date, stop it from the Flow Campaigns list. Results for each run appear in Flow Analytics and the channel's detailed report.

Example: a weekly win-back campaign

An e-commerce team wants to email customers who haven't purchased in 30 days — automatically, every week:

1. Create a Recurring Campaign named winback_30day_email.
2. Trigger: Trigger Periodically. Schedule: Start Now, End Never, Weekly — every Monday at 09:00.
3. Audience: Segment No purchase in 30 days. Entry Capping: once per month, so the same customer isn't emailed four Mondays in a row.
4. Drag the Email node and select the We miss you content with a personalized discount code.
5. Add an End node, send a test, click Save, and publish.

Every Monday the campaign checks the segment again. New inactive customers get the email; customers who already received it this month are skipped by the entry cap; customers who made a purchase leave the segment and get nothing.