Overview of Workflow Settings
How to Use Workflow Settings?
workflow settings help optimize your automation system. Here are the main categories:
1. Communication
Time Window:
- Any Time or Specific Time: Send messages at optimal times, ensuring they are read.
- Specific Time Use Cases:
- Promotional emails sent during peak hours.
- Regular updates at consistent times.
- Time-sensitive offers delivered precisely.
Timezone:
- Account Timezone: Workflow actions based on your business’s timezone.
- Contact Timezone: Workflow actions based on the contact’s timezone.
- Use Cases:
- Local businesses use Account Timezone.
- Global businesses use Contact Timezone to reach customers at appropriate times.
Sender Email:
- Set default ‘From’ name and email, customizable per action.
- Use Cases:
- Customer service emails from a support address.
- Onboarding emails from the CEO.
- Partnership emails from a specific program address.
2. Contact
Allow Re-Entry:
- Allows re-entry after a contact has completed or been removed from the workflow.
- Use Cases:
- Recurring campaigns (e.g., annual renewals).
- Updated onboarding workflows.
- Re-engaging contacts who didn’t interact initially.
Stop on Response:
- Ends the workflow if the contact responds.
- Use Cases:
- Customer feedback surveys.
- Sales campaigns.
- Support ticket responses.
3. Conversation Management
Mark as Read:
- Marks automated messages as read in the conversation tab.
- Use Cases:
- Keep conversation tab uncluttered.
- Manage high-volume campaigns.
- Periodic reminders or updates.
Frequently Asked Questions
- Time Window: Messages scheduled outside will wait for the next window. Applies uniformly to all days. Based on the chosen timezone.
- Timezone: Contact Timezone uses contact’s timezone; if none, defaults to Account Timezone. Changes affect new entries only.
- Sender Email: Can set different emails per action. Unverified emails may fail.
- Allow Re-Entry: Only re-enters after completion or removal. Specific triggers override this setting.
- Stop on Response: Ends workflow for the responder only. Cannot resume post-response.
- Mark as Read: Applies to outgoing messages, not incoming. Keeps messages visible but marked as read.
This revised version is more concise while retaining the essential details and usage scenarios.