You can use Bulk Action Workflows in Heartbeat to send one-off targeted announcements, pop-ups, email sequences, and more — all scheduled to run at a specific time.

These are great for big launches, time-sensitive updates, or nudging members toward key actions.

How to set up a One-Time Workflow:

1. Go to Settings → Workflows
2. Click the Create Workflow button
3. Under the Workflow Type tab (second tab), toggle One-Time Workflow on
4. Build your workflow using any of the available actions:
   • Send an email
   • Send a direct message
   • Trigger a push notification
   • Display a pop-up
   • Or combine multiple steps into a full sequence
5. Once your workflow is ready:
   • Click the Schedule button to choose a future date and time
   • Or click the ▼ dropdown next to it to Run Now

Why use a One-Time Workflow?

• Announce a new product or feature with a timed email + pop-up
• Re-engage inactive members with a quick message
• Coordinate a launch across multiple communication channels
• Deliver an onboarding message to a specific cohort

Managing your scheduled workflow

After scheduling, you can:

• Edit or update the workflow anytime before it runs
• Pause or delete it
• Stop the workflow mid-run (if it has multiple steps)

This gives you full control even after you’ve hit schedule.