Customizing Your Settings in Workflows

(video)

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.

• Choose a sending window.

  • If you select Any Time, the workflow will occur anytime someone is added.

  • If you select Specific Times, you can customize days and times.

• Sender Address allows you to choose a specific "From" name and email.

• Allow Multiple 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.

• Auto Mark as Read can be toggled off or on.

  • If on, conversations will show up in the ALL tab, as read, vs. being Unread.