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: Communication Management

• The default allows messages to be sent at any time

• Specific Time allows you to restrict communicationto a particular window defined by you.

• Sender Email sets a default sending email address and name that can be overridden by the email actions in the workflow if desired.

Part 2: Contact Management

Allow Multiple will let a contact enter this workflow multiple times if desired this will automatically occur for invoice or appointment based triggers.

Stop On Response is a 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 sent when the lead is in a certain pipeline.

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

Part 3: Conversation Management

Auto Mark as Read will set the messages in conversations as read toggle this on for workflows if the messages get overwhelming

Part 4: Workflow Sequence Management (Not Recommended)

Event Start Date is a deprecated setting that has been replaced. See below:

This has been replaced with the Set Event Start Time action. This is typically placed at the beginning of a Workflow. You would set an event time and use Wait Actions of the Event/Appointment type to change workflow behavior for this purpose. See below: