The settings tab within workflows allows for comprehensive management of communication, contact engagement, conversation tracking, and workflow sequences. It’s essential to review this tab when creating workflows to ensure communications are sent at the right time.
Navigate to the workflows section of your account and select a workflow to begin.
Switch to the Settings tab to begin managing your preferences.
This setting determines whether a contact can re-enter the workflow after completion or removal. When enabled, contacts may revisit the workflow, provided they are inactive. However, workflows with appointment or invoice-based triggers will accept contacts multiple times regardless of whether "Allow Re-Entry" is activated.
Enables a contact with multiple opportunities to initiate separate executions within the workflow. Each opportunity triggers a distinct workflow execution for the same contact. Even if 'Allow Re-entry' is disabled, all opportunities will continue to be processed individually within the workflow.
Enabling this feature automatically ends the workflow for a contact once they respond to any workflow-generated message, giving you full control over the interaction flow.
Workflow actions can be set to either the Account Time zone or Contact Time zone. Choosing "Account Timezone" ensures all actions occur according to your business’s time zone, ideal for events scheduled around your business hours. In contrast, selecting "Contact Timezone" ensures actions are executed based on the contact's local time, which is useful for global audiences.
The Time Window feature restricts actions to a specified timeframe. If an action is triggered outside of this window, it will be delayed until the next available time window. Disabling this option allows messages to be sent at any time.
Default sender details (name and email) can be set for outgoing emails, but these can be overridden in individual email actions within the workflow.
Specify the phone number in which the SMS communications should originate from.
This setting ensures that automated messages from a workflow are marked as read in the conversation tab. By default, workflow messages appear as unread, but enabling this feature helps keep the conversation tab organized.
You can toggle between draft and publish modes for workflows. In publish mode, the workflow is active and available; in draft mode, the workflow remains inactive.
After making any changes, use the Save button to ensure your workflow settings are updated.
The platform will also display the dates when workflows were last modified, providing a helpful reference for tracking updates.
By reviewing and configuring these settings appropriately, you can ensure that your workflows operate smoothly, messages are sent at the right time, and contact management remains efficient.
