Workflow Settings and History Upgrade

RDT Platform Updates| Highlevel Changelog| Workflow Automation

July 05, 2023•1 min read

Originally Posted: July 6, 2023

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Hey there!

Our recent platform update focuses on refining the user experience and optimizing workflow settings. We have revamped various areas of the platform to ensure a more intuitive and seamless experience. In this blog post, we'll highlight the key changes and improvements, ensuring you're up to speed with

Streamlined Workflow Settings: While the workflow settings remain mostly unchanged, we have removed deprecated options and introduced the "allow reentry" feature. This allows contacts to reenter a workflow if they have been in it before, providing more flexibility and control.

Enhanced Timezone Functionality: To ensure messages are delivered at the right time, you can now select the contact's timezone within the workflow settings. Specify time windows and center details to optimize your communication strategy based on each contact's location.

Improved Message Management: We have introduced a "mark as read" feature for messages generated by automations. This ensures that automated messages are marked as read, reducing notification clutter and keeping important messages in focus.

Enrollment History and Execution Logs: The "history" section has been renamed to "enrollment history" for clarity. Here, you can view the date of contact enrollment, current action, and status. For more detailed information, access the "execution history" and examine the flow of a contact's journey, including additional details via specific icons.

COur platform update delivers a smoother user experience and enhanced workflow settings. With streamlined options, improved timezone functionality, optimized message management, and comprehensive history tracking, we are confident these updates will streamline your workflow management.

For any inquiries or further assistance, please don't hesitate to reach out. Thank you for choosing our platform, and enjoy the enhanced experience!

Cheers,

The RDT Team

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