Configuring Workflow Settings

Download Lesson Resources

Understanding workflow settings is essential for business owners to fully utilize the benefits of workflow automation. By configuring flow settings to match their specific needs, such as sending time, subject, and from address, business owners can ensure that their automated workflows are personalized and optimized for maximum impact. The ability to view the execution logs allows them to track the performance of their automation, identify potential bottlenecks, and make data-driven decisions to enhance efficiency and effectiveness. Furthermore, having visibility into each contact's progress in the workflow through enrollment history empowers business owners to monitor customer interactions, tailor follow-ups, and nurture leads, resulting in improved customer engagement, higher conversions, and ultimately, business growth.

Feature Key Points:

  • Allow Re-entry: If turned on under settings, this will allow a single contact to go through the workflow more than once

  • Stop On Response: Ends workflow for a contact if the contact responds to a message that is sent from this workflow.

  • Timezone: Wait steps and Time window executions will proceed based on this timezone, you can choose to send based on the account timezone or the contact's timezone. An example would be: You don't wanna disturb a customer at whose in a different time zone by sending a message at 7am your account time but 5am in the contact's time

  • Sender Details: You can set a default "From name" and "From email" for emails. You can also override this information within your Email actions.

  • Mark As Read: Toggle this on if you want the conversations that this Workflow will interact with to be marked as read.

Feature Benefits:

  • Personalization: Workflow settings enable businesses to customize emails and messages with specific sending times, subjects, and from addresses, ensuring a personalized and engaging customer experience.

  • Targeted Automation: By configuring workflow settings, businesses can set up targeted automation that caters to different segments of their audience, optimizing messaging and offers based on individual preferences.

  • Optimal Timing: Adjusting the sending time in workflow settings allows businesses to schedule emails and messages at the most optimal times for higher open and click-through rates, maximizing the impact of their communications.

  • Performance Tracking: The ability to view execution logs empowers businesses to track the performance of their automated workflows, identifying any issues or areas for improvement, and refining their automation strategies for better results.

  • Customer Journey Insights: Enrollment history provides valuable insights into each contact's progress in the workflow, helping businesses understand customer behavior, tailor follow-ups, and nurture leads effectively for enhanced customer engagement and conversions.

  • Continuous Improvement: Regularly reviewing and adjusting workflow settings enables businesses to continuously improve their automation processes, ensuring that their marketing efforts remain relevant, efficient, and aligned with their goals.

Last Updated December 2023