Settings Tab - Workflows

Modified on Tue, 9 Aug, 2022 at 10:45 AM

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 Mutliple 

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.



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


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***





How to Set Event Start Date


Use this event to set the Event Start Date to a specific day, date, and/or time as shown in the video above, which enables you to use "Wait" events that hold contacts in relation to the day/date/time that you set.





Action Type:

The Action type shows the options within the Event start date as well as common use cases for each.


Custom Field

This enables you to select a custom value or contact from the custom field to use as an Event start date.

Select Custom Fields

By clicking on the tag icon, you will be able to select from the custom field that is either date or text type fields.


Specific Date/Time


This option allows you to choose a specific date and time, and time off that with "Wait" steps.

It also allows you to send reminders before multiple dates and time combinations within one workflow.





Specific Day


The Specific day option allows you to select either a "current day of the week" or "current day of the month" as well as selecting the associated parameters; 'Monday - Friday' or 'Days of the month' and
 exact time.


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.



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