Workflow Settings Overview
Mastering Your Automation Foundation
Think of your workflow like a well-oiled machine — every cog needs to be perfectly aligned for things to run smoothly. This training video walks you through each workflow setting inside My Studio Manager, helping you fine-tune your automations for maximum impact.
What you’ll learn in this lesson:
How to enable Allow Reentry for repeated workflow use
What Stop on Response does and when to use it
How to set the Time Zone and restrict messages to specific time windows
Setting custom sender names and emails for automated messages
When and why to enable Auto Mark as Read in conversations
How to track contacts with Enrolment History and Execution Logs
Where to rename your workflow for easier management
Tip: Take a moment to review your current workflows and consider which settings could help automate more of your client communication without losing the personal touch.
If you get stuck or want help customising a workflow, reach out to our support team — we’re always happy to help!
Transcript
In business, constructing an efficient workflow is similar to assembling the gears of a finely tuned machine. Each part of the machine must fit perfectly together for it to work flawlessly.
Similarly, a workflow encompasses a series of interconnected tasks that contribute to achieving specific goals and communication. By understanding workflow settings, you can make automation a breeze.
Now, we can cover our workflow settings. Allow Reentry allows people to enter the workflow multiple times after they have left the workflow.
Stop on response will stop the workflow for a contact if a contact responds to a message that is sent from this workflow.
You are able to choose your time zone here. You can choose a specific time window for messages to send if you don’t want your messages from the workflows to send out at all hours of the day.
And here you can customise your sender details so that you don’t have to pull this in to every email that you send within a workflow.
You can do this easily by selecting a custom value, like from name or from email. You can also choose to have your conversations auto mark as read.
If this is on, this will mark every single conversation that comes in from this workflow as read and you will not see a notification in your conversations tab.
Under Enrolment History, you’ll be able to view each contact in your workflow and what step they are currently on, the next execution, and every detail about where they are in the workflow.
Under Execution Log, you can see every step executed in chronological order for all contacts. At the top is where you can rename your workflow — only you will be able to see this.
Overall, understanding workflow settings is important for a thriving and efficient operation. Like well-fitted components in a finely tuned machine, these settings determine how tasks flow, resources are utilised, and how seamless your automation is.
By recognising the significance of workflow settings, businesses can adapt swiftly to changes, optimise productivity, and achieve outstanding outcomes. Harness the power of well-defined workflow settings to drive success and propel your business forward.
That’s it — make sure to follow any lesson instructions below and mark this as complete to keep moving forward.
