The workflows' settings tab offers options for communication, contact, conversation, and workflow sequence management. When creating workflows, refer to the settings tab to ensure timely communication.

To delve deeper into workflows and their construction, explore the "Workflow Training" section under the "Advanced Training" help center menu!

Contact Management

Workflows triggered by appointments allow multiple entries, regardless of the "Allow multiple" setting.

Allow Re-Entry:

This setting dictates if a contact can re-enter the workflow after completion. Enabling 'Allow Re-Entry' allows a contact to revisit a workflow if inactive. It permits a single contact to re-enter after leaving, but if attempting re-entry while still enrolled, it gets skipped.

Please Note:

Appointment or invoice-based triggers override "Allow Re-Entry," permitting multiple entries even if not activated. It doesn't allow active contacts to re-enter but enables re-enrollment for those who completed the workflow or were manually removed.

Click to allow multiple contacts in one workflow

Stop On Response

Enabling the Stop On Response button ends the workflow if a contact responds to a generated message, offering flexibility and control.

Click to allow response to stop trigger

Communication Management

Timezone

In Workflow Settings, check if actions occurred in the Account or Contact Timezone.

How Does Account Timezone Work?

"Account Timezone" processes wait steps and time windows based on the account timezone, ensuring timely reminders for events scheduled according to the business timezone.

How Does Contact Timezone Work?

"Contact Timezone" executes wait steps and time windows based on each contact's timezone, enhancing global campaign timing for better engagement.

Time window

The Communication Management feature includes the Time Window, enabling personalized workflows.

Specific Time: Restricts actions outside defined windows, executing only if the current time falls within. "Wait" steps can be scheduled outside but execute actions inside the window.

Toggle off Specific time for messages anytime.

Sender Details

The Sender Address feature allows specifying the recipient's email. Default 'From Name' and 'From Email' can be customized in email actions.

Email: Set default from name and email, customizable in email actions.

Input sender address here

Conversation Management

Mark as Read

Toggle the Mark as Read feature to control whether automated messages are marked as read in the conversation tab, maintaining organization.

Mark as read

Draft vs. Publish

Toggle between Publish and draft mode to activate or deactivate a workflow. Publish mode makes it available, while draft mode makes it inaccessible.

Toggle between Publish and draft mode

Save

Use the Save icon to save workflow settings, ensuring deployment readiness.

Workflow Latest Updated

After saving, the platform displays creation or last update dates, aiding users in tracking modifications for current workflows.

Click save to update workflow