Settings Tab
Last updated
Last updated
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!
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.
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.
Toggling this button on/off, allows A Single contact to enter this workflow more than once.
Toggling this button on/off ends the workflow for a contact if the contact responds to a message that came from this workflow.
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
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)
Click the link below to learn how to create a "Set Event Start Date" workflow!
By toggling on/off this button it activates or deactivates this workflow into "draft or publish".
By clicking on this icon, it saves the workflow settings.
Once you click save, this shows the dates the workflows were created or updated.
