Workflow Settings

Last updated: April 12, 2026

Last Updated: April 12, 2026

Customer-Facing Guide

What this page is for

Workflow Settings control the overall behavior of the workflow — not just one step, but how the workflow should operate as a system.

What usually lives in workflow settings

  • Enrollment or trigger rules

  • Timing or sending-window controls

  • Exit behavior

  • General logic that affects multiple steps

Why this matters

A workflow can look broken even when the steps are fine if the workflow-level settings are too narrow, misconfigured, or inconsistent with the campaign logic.

Common mistakes

  • Configuring the individual steps correctly but forgetting the workflow-level rules.

  • Using settings that conflict with delays, sending hours, or reminder timing.

  • Not being clear on when a contact should enter or exit the workflow.

How to verify it worked

  • Check that contacts are enrolling and exiting as intended.

  • Check that the workflow-level rules support the step timing you expect.

  • If step behavior seems inconsistent, review workflow settings before debugging each action individually.

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