Create a Habit Tracker with a Repeating Workflow

When creating automations in Clarityflow, sometimes you'll want to make an automation workflow run on a repeated basis.

A common use-case for this is setting up a habit-tracker, where you want to send the same weekly (or daily) reminder to a client, with some content and perhaps a task for them to check off. That's all possible using repeating workflows!

With a repeating workflow, you can:

• Send a repeating message into a conversation

• Send a repeating email reminder

• Set it to repeat indefinitely on a schedule (daily, weekly, monthly, quarterly, yearly)

• Set the repetitions to end after X runs (or run indefinitely).

When creating a new automation workflow, in it's trigger setting, in the "Frequency" tab, select "Repeat on a schedule after the first run.

This means that the worklow will initially "trigger" just like any other workflow, based on whatever conditions you set in the trigger settings. For example, you can trigger a workflow from the time that a conversation has been created (or a course enrollment created), or from the first time a message is posted to a conversation, or from the time a specific task has been marked completed, etc.

After that initial trigger, which starts the worklfow's first run, if the workflow's frequencey is set to repeat, then it will repeat on a recurring basis after that first run, based on the repeating frequence set here.

You can optionally set the repeat to end after a number of repetitions. Or you can leave this set to end "never", which means the workflow will continue to repeat indefinitely, until the workflow is deactivated or removed.

Set up a Habit Tracker

Here are specific instructions for setting up a Habit Tracker—the most common use-case for repeating workflows:

1. In your Library > Create a message template.
   This is the message that you will send on a repeating basis. You can add a Task to it, if you want your client to have to check off the task as being "done". Add any other content (text, video, audio, etc.).

2. In a conversation > Settings > Workflows > Create a "conversation workflow".
   This workflow should be triggered from the time this conversation was created.

3. Set the frequency to repeating
   For a weekly habit tracker, set this to weekly. Optionally set it to end "never" or after a number of repetitions.

4. Add the first and only "step" in the workflows.
   For step type, select "send a message". Then select "message template" and select the message template you had created in your Library.

You habit tracker is now installed in this conversation!

Add a Habit Tracker to a Course

When building a course in Clarityflow, you can add a habit tracker using a very similar process as laid out above for adding a habit-tracker to a conversation. That's because each individual course enrollment actually creates a new conversation (populated with your course content) for each student.

In the Course Builder > Create a workflow on the course.

Use all the same settings as laid out above for this course workflow. Now this workflow will be applied to each conversation generated with each student's enrollment in this course.

If you want a first message to display in each course enrollment from the very start of a student's enrollment, then you'll want to add that message (or lesson or content) as the first item in the Course Builder. Your repeating workflow (set on the course) will handle sending the repeating follow up messages on a repeating basis.