Workflow Settings are master controls that govern workflow behavior. The settings apply to the entire workflow, governing its fundamental behavior from start to finish.
Allow Re-entry: Controls whether contacts can enter the workflow multiple times
Allow multiple Opportunities: Enables separate workflow instances per opportunity
Stop on Response: Automatically removes contacts when they respond to messages
Timezone options (Account or Contact-based)
Time Window: Restricts when communication actions execute
Sender Details: Sets default names, emails, and phone numbers
Mark as Read: Auto-marks conversations as read
The article emphasizes that appointment or invoice-based trigger will always allow a contact to re-enter regardless of re-entry settings. For timezone configuration, if contacts lack individual timezone data, the system defaults to the account timezone.
The Stop on Response feature uses voicemail detection by default to prevent false triggers from automated answering systems.
The guide includes FAQ responses addressing common questions about re-entry rules, timezone fallbacks, and setting overrides within individual actions.