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.