Settings Tab
To learn more about workflows and how to build them, check out the “Workflow Training” section under the “Advanced Training” help center menu! Click here to check out the Workflow Training!
Communication Management
Time Window
This allows you to determine when you want to activate the workflow. Below are the two options;
- Any Time: Allows messages to be sent from this workflow at any time.
- Specific Time: Restricts actions from being sent outside the window you define.
Sender Address
Input the recipient’s email address here.
It Gives your emails a default ‘from name’ and ‘from email’ address. You can override this by setting ‘from name’ and ‘from email’ in the email actions themselves.
Contact Management
Workflows having appointment-based input triggers will accept contacts multiple times regardless of whether “Allow multiple” is turned on or not.
Allow Multiple
Toggling this button on/off, allows A Single contact to enter this workflow more than once.
Stop On Response
Toggling this button on/off ends the workflow for a contact if the contact responds to a message that came from this workflow.
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Conversation Management
Auto Mark as Read
By default, automated messages don’t mark conversations as read. Toggle this on if you want the conversations that this Workflow will interact with to be marked as read.
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Workflow Sequence Management
Event Start Date
Setting an Event Start Date & Time enables you to use Wait events that hold contacts for an amount of time relative to the Event Start Date & Time. Perfect for scenarios like reminders leading up to a webinar
The date and time selected will be based on the location time zone (America/New_York -05:00)
[Deprecated]: please use Event Start Date Action
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Click the link below to learn how to create a “Set Event Start Date” workflow.
Draft vs Publish
By toggling on/off this button it activates or deactivates this workflow into “draft or publish”.
Save
By clicking on this icon, it saves the workflow settings.
Dates Workflow Was Last Updated
Once you click save, this shows the dates the workflows were created or updated.
