Understanding the Workflow Settings Tab

This article goes over the general settings tab that affects the entire workflow and its actions. It is crucial to understand the Settings tab for Workflow behavior especially when making changes in this area.

Within any workflow, you would navigate to the settings tab to view the general settings area.

Part 1: Contact

Allow re-entry: Will let a contact enter this workflow multiple times if desired this will automatically occur for invoice or appointment-based triggers.

Stop On Response: Feature that stops the Workflow from continuing to move through the automation sequence once the lead replies. This is useful, especially for emails that you only want to be sent when the lead is in a certain pipeline.

Note: Allowing a contact can be implemented temporarily for testing purposes.

Part 2: Communication

• Timezone: Select account timezone or contact timezone
• Specific Time: Allows you to restrict communication to a particular window defined by you.
• Sender Details: Sets a default sending email address and name that can be overridden by the email actions in the workflow if desired.
• Mark as Read: Controls whether or not automated messages are automatically marked as read in the conversation.