Who This Is For / When to Use
This article is for Kyrios users configuring workflows who need to control timing, sender details, contact behavior, and execution rules at the workflow level.
Use this article when creating a new workflow or reviewing why a workflow behaves differently than expected.
What the Workflow Settings Tab Controls
The Workflow Settings tab defines global rules that apply to the entire workflow.
These settings control:
When messages are allowed to send
Who messages appear to be sent from
Whether contacts can re-enter workflows
How replies affect workflow execution
How multiple opportunities are handled
Workflow Settings apply to new enrollments and do not retroactively change steps already completed.
How to Access the Workflow Settings Tab
Workflow settings are configured from inside the workflow editor.
Steps
Go to Automation → Workflows.
Open an existing workflow or create a new one.
Click the Settings tab at the top of the workflow builder.
Communication Settings
Communication settings control message timing, sender identity, and conversation handling.
Timezone
The timezone determines when wait steps and time windows are evaluated.
Account Timezone: Uses the account’s configured timezone.
Contact Timezone: Sends messages based on each contact’s local timezone.
Use Contact Timezone for global audiences and Account Timezone for location-based campaigns.
Time Window
The Time Window restricts when messages can be sent.
Any Time: Messages can send at any time.
Specific Time: Messages send only within selected days and hours.
Messages scheduled outside the window wait until the next allowed time.
Sender Details (From Name and From Email)
Sender Details define the default email sender for the workflow.
Sets a workflow-level From Name and From Email
Can be overridden inside individual Email actions
Supports custom values using the tag icon
Common use cases include dynamically sending emails from the assigned user or account manager.
Important: Email action-level sender settings override workflow defaults.
From Number (SMS)
The From Number defines which phone number is used for SMS actions in the workflow.
Use this setting when:
Multiple departments use different numbers
Regional numbers are required
Agencies manage multiple outbound SMS lines
If not set, the system default number is used.
Mark as Read
Mark as Read automatically marks workflow-generated conversations as read.
Enable this setting to:
Reduce inbox clutter
Prevent automation messages from appearing as unread
This setting only affects conversations created by the workflow.
Contact Settings
Contact settings control how contacts enter, exit, and progress through workflows.
Allow Re-Entry
Allow Re-Entry determines whether a contact can re-enter the workflow after completing it.
Enabled: Contacts can re-enroll after exiting
Disabled: Contacts are skipped if they attempt to re-enter
This setting is commonly enabled for recurring campaigns and testing.
Stop on Response
Stop on Response ends the workflow when a contact replies to a message sent by the workflow.
Use this setting to:
Prevent over-messaging
Stop automation once a conversation starts
Replies to unrelated messages do not trigger this behavior.
Allow Multiple Opportunities
Allow Multiple Opportunities enables separate workflow executions for each opportunity tied to a contact.
How It Works
Each opportunity runs independently
Updates do not restart the workflow
Opportunity data stays isolated per execution
Example
If a contact has two active opportunities:
Disabled: Only one opportunity triggers the workflow
Enabled: Each opportunity runs its own workflow execution
This setting is recommended for sales pipelines with multiple concurrent deals.
How Workflow Settings Affect Active Contacts
Workflow Settings changes apply only to new workflow enrollments.
Contacts already inside a workflow:
Continue with previous timing rules
Are not affected by updated settings above their current step
This behavior ensures execution stability.
Best Practices for Workflow Settings
Use Contact Timezone for international audiences
Enable Allow Re-Entry for recurring workflows
Use Stop on Response for sales and support automations
Verify sender domains for email deliverability
Avoid restrictive Time Windows for urgent workflows
Common Issues and Fixes
Messages Sent at Unexpected Times
Cause: Incorrect timezone or time window configuration.
Fix: Review Timezone and Time Window settings.
Contacts Not Re-Entering a Workflow
Cause: Allow Re-Entry is disabled.
Fix: Enable Allow Re-Entry in Workflow Settings.
Workflow Stops After a Reply
Cause: Stop on Response is enabled.
Fix: Disable Stop on Response or move actions to a separate workflow.