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Workflow settings control how a workflow behaves for each contact who enters it. Proper configuration ensures your automation is personalized, correctly timed, and compliant with your business rules. This guide covers all the key settings available in the Workflow Settings panel.
Configuring workflow settings article

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Why this matters

A workflow can be perfectly built with the right trigger and actions, but still behave unexpectedly if the settings are wrong. Re-entry settings determine whether a contact can go through the same workflow twice. Stop On Response determines whether automation pauses when a real conversation starts. Time zone settings prevent messages from arriving at 3 AM. Getting these settings right is what separates professional automation from spam.

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How to configure workflow settings

1

Open the Workflow Settings panel

Go to Automation > Workflows and open an existing workflow (or create a new one). Look for the Settings tab or gear icon in the workflow builder toolbar.
Workflow settings panel
2

Configure Allow Re-entry

The Allow Re-entry toggle controls whether a contact can go through the workflow more than once:
  • Off (default): A contact can only enter the workflow once. If they trigger it again, they are skipped.
  • On: Contacts can re-enter and go through the workflow again each time the trigger conditions are met.
Enable re-entry for workflows like review requests, birthday messages, or seasonal promotions where repeat execution is intentional.
3

Configure Stop On Response

When Stop On Response is enabled, the workflow automatically stops for a contact if they reply to a message sent from this workflow.This prevents sending additional automated messages to a contact who has already responded — keeping your automation from feeling robotic when a real conversation has started.
Enable Stop On Response for all lead follow-up and nurture workflows. When someone replies, it means they are engaged — the last thing you want is an automated message interrupting a live conversation.
4

Set the time zone

The Time Zone setting determines when wait steps and time window conditions execute:
  • Account timezone: All timing is based on your business location
  • Contact’s timezone: Timing adjusts based on where each individual contact is located
Using contact timezone prevents messages from arriving at inconvenient hours for contacts in different regions.
Workflow time zone setting
5

Set sender details

Under Sender Details, configure the default:
  • From name: The name that appears in the From field of emails sent by this workflow
  • From email: The sending email address — must use your verified dedicated domain
These defaults can be overridden per individual email action within the workflow.
6

Enable Mark As Read

Toggle Mark As Read to automatically mark conversations triggered by this workflow as read. This keeps your Conversations inbox clean when high-volume automations are running and prevents the inbox from filling with automated exchanges.
7

Review execution logs and enrollment history

From the workflow’s History or Reporting tab, you can access:
  • Execution logs: Step-by-step record of every action taken for each contact
  • Enrollment history: Which contacts are active in the workflow, which have completed it, and which exited early
Workflow execution logs and history

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Key points

For one-time campaigns (like an onboarding sequence), keep re-entry off. For recurring workflows (like birthday messages or quarterly check-ins), enable re-entry so contacts can go through again when the time comes.
Enabling Stop On Response prevents automation from continuing after a contact replies. When someone responds, the automation should stop and a human follow-up takes over — this keeps your communication feeling natural rather than robotic.
If a workflow is not behaving as expected, execution logs show exactly what happened at each step for each contact. This makes it easy to identify whether a trigger did not fire, an action failed, or a wait step is still pending.

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Key benefits

Customizable sender details and time zone settings ensure each contact receives timely, branded messages.
Contact-based time zones prevent sending messages at inconvenient hours for different regions.
Execution logs show exactly how your workflow is performing and flag any issues.
Enrollment history shows where every contact is in your workflow at any given moment.
Regular review of settings and logs helps you optimize automation for better results over time.
Last modified on March 8, 2026