How to Customise Workflow Settings

Modified on: Wed, 9 Mar, 2022 at 2:33 PM

This tutorial will show you how to customise your Workflow Settings.

Navigate to the Settings tab within the Workflow Builder:

Here you'll see a list of customisable 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 customise days and times.

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.

Event Start Date can be customised, if the workflow is built around a specific event, like a webinar with a specific date/time.

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