You can give a workflow a new name, configure the sender and reply-to email addresses for its automated messaging, and set up internal notification recipients.
To update workflow settings, follow these steps:
- Once your campaign is activated, navigate to Campaigns > My Campaigns.
- Click the name of the campaign that contains the workflow you want to edit.
- Under Workflows, click the name of the required workflow.
- Click Edit and navigate to the Settings tab. You can also access the settings by clicking Review next to the Complete this workflow's details and settings task.
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Update this information as required:
Parameter Description Details Workflow Name The name of the workflow. Sender Name The name to be shown as the sender of the workflow's automated communications. Sender Email The email address to be shown as the sender of the workflow's automated communications. Reply to Email [Optional] An email address to be provided for contacts to reply to. Notifications Email The internal recipients who will receive notifications when each step of the workflow is completed.
Add a recipient's email address and click Add.
Use the checkbox to enable/disable notifications for each configured user.
Specify when each user will receive their notifications by choosing a frequency from the drop down list.
- Click Save, or Save & Next to move to the Workflow Steps action.
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