Default Workflow Re-Entry Setting

Default Workflow Re-Entry Setting

June 14, 20241 min read

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.

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  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.

Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. 

Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

Raichel.ai

Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

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