Customizing Your Settings in Workflows

This tutorial will show you how to customize your Workflow Settings.

• Navigate to the Settings tab within the Workflow Builder.
• Here you'll see a list of customizable settings.

• Select the account timezone or the contact timezone

• Choose a sending window for specific time.
  • If you leave the toggle off, the workflow will occur anytime someone is added.
  • If you select Specific Times, you can customize days and times.

• Sender Details allows you to choose a default “From” name and email.

• Allow Re-Entry can be toggled off or on.
  • If on, the same contact can enter the same workflow multiple times.

• Stop on Response can be toggled off or on.
  • If on, a specific response can trigger the workflow end. For example, if you’re using a lead nurture workflow and someone books an appointment, you wouldn’t want to keep sending them communications to book an appointment.

• Mark as Read can be toggled off or on.
  • If on, conversations will show up in the ALL tab, as read, vs. being Unread.