Infinity3 Help Centre

Publish a tested workflow when you’re ready for it to respond to live events.

Before you start

Check the trigger, filters, actions and test results. Review other active workflows for overlapping messages or tasks.

Review workflow settings

1. Open Automation → Workflows and select the workflow.
2. Open Settings.
3. Review Allow Re-entry, which controls repeat entry for many workflow types.
4. Check Stop on Response if follow-up should end when a contact replies to a message from this workflow.
5. Review the timezone, communication time window and sender details.
6. Save.

Appointment and invoice triggers have special repeat-entry behaviour. Check this when designing reminders.

Publish the workflow

1. Return to the builder.
2. Save any outstanding changes.
3. Change Draft to Publish.
4. Save again if prompted.
5. Confirm the published status and monitor initial activity.

Make later changes

Review the effect on contacts already in the workflow before editing. Test revised logic with controlled data and save the final version.

If you need to stop the automation, return it to Draft and check enrolled contacts and any separately queued messages. Messages already sent cannot be recalled by changing workflow status.

Things to know

• Stop on Response is specific to messages from that workflow.
• Editing a wait does not necessarily change an existing contact’s wait.
• Keep workflow names clear so colleagues understand their purpose.