When will a time-based workflow trigger, and who will it trigger for?

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• Time-based workflow

  This workflow triggers at the time you specify, either once or recurrently. User scenario One-time workflow Jane sends promotional email campaigns to all leads in her mailing list. She wants to give special offers to her active leads. To decide who ...

• When will a time-based workflow trigger, and who will it trigger for?

  This type of workflow will trigger on any contacts who meet the specified criteria. You can make these workflows run once or periodically at a specific time.

• When will an activity-based workflow trigger?

  Activity-based workflows will trigger for contacts as soon as they perform the specified action.

• When will an activity-based workflow trigger?

  Activity-based workflows will trigger for leads as soon as they perform the specified action.

• On whom will an activity-based workflow trigger?

  This workflow will trigger for contacts who perform specific actions. For example, if you set an activity-based workflow for campaign opens, it will trigger for any of the contacts who open the campaign.