Default Workflow Re-Entry Setting

Default Workflow Re-Entry Setting

June 18, 20241 min read
default Workflow re-entry settings

When setting up a new email marketing campaign, you can easily test the workflow multiple times with your own contact information to ensure it functions correctly without manually adjusting the settings each time.

Default Workflow Re-Entry Setting: This feature improves the testing and usability of workflows within the CRM.

⭐️ Why Does It Matter To Your Business?

  • Enhanced Testing: Automatically allows multiple entries into a workflow, making testing more efficient for your business processes.

  • User-Friendly: Reduces the need to manually enable re-entry, streamlining the setup of new workflows.

  • Flexibility: This ensures workflows can handle repeated actions without manual adjustments, aiding in automation and process management.

⭐️ How To Use Default Workflow Re-Entry Setting:

  1. Access the “Automation” tab from the left navigation menu. Click on workflows from the upper navigation menu, and then click on “+ Create workflow” and use the recipe or start from scratch.

A screenshot of a computerDescription automatically generated
  1. Click on Settings, and here you can see the Allow Re Entry Toggle turned ON by default. If you don’t want to use this, turn off the toggle.

NOTE

No changes will be made to the pre-existing workflows, this change is only applicable to newly created workflows.

The default workflow re-entry setting improves workflow efficiency and user experience by automatically allowing multiple entries, streamlining testing and setup processes within the CRM.

Content Creator and Update Queen at Prestige Rep

Karrie Christen

Content Creator and Update Queen at Prestige Rep

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