⚙️ Workflow Settings

The Global Workflow Settings section in DealTrail helps you manage default settings that apply to all workflows in your account. These settings allow for better control over how automations run and how they interact with your contacts.

Below is a detailed guide for your team to understand and configure Global Workflow Settings.

 

Accessing Global Workflow Settings

1. Navigate to Settings > Workflow Settings.

2. Open the Global Workflow Settings page.

 

Key Components of Global Workflow Settings

A. Time Window for Workflow Actions

• Definition: Restricts when workflow actions are executed based on specific times of the day.

• Options:

• Set a start and end time (e.g., 9 AM to 8 PM).

• Purpose: Ensures messages or calls are sent during business hours.

• Use Case: Prevent sending texts late at night or emails during non-optimal engagement hours.

B. Notify Workflow Errors

• Definition: Alerts admins or team members when a workflow encounters an error.

• Purpose: Ensures quick resolution of issues like invalid email addresses or disconnected triggers.

• Configuration:

• Add email addresses or users who should be notified.

• Use Case: This is critical for high-priority workflows like lead generation or appointment confirmations.

 

3. How to Configure Global Workflow Settings

1. Go to Settings > Workflow Settings > Global Workflow Settings.

2. Adjust the following options based on your requirements:

• Define Time Windows: Specify appropriate business hours for executing actions.

• Error Notifications: Enter email addresses of team members responsible for monitoring workflows.

3. Save Changes to apply updates.

 

5. Best Practices

1. Set Appropriate Time Windows: Consider customer preferences and compliance laws (like TCPA) to avoid sending communications at inconvenient hours.

2. Enable Error Notifications: Assign responsibility to a specific team member to handle errors promptly.