The Workflow Channel Settings feature allows you to manage which contacts receive automated messages based on their subscription status.
This helps you stay compliant with regulations, avoid sending marketing messages to contacts without consent, and ensure that transactional messages (such as order, shipping or cancellation confirmations) reach all necessary contacts.
How to Access Workflow Channel Settings
Step 1. Go to Automations. Open an existing automation or create a new one.
Step 2. Open the Trigger Block
Click on the Trigger block at the start of the workflow.
You’ll see the Workflow Channel Settings section.
Step 3. Customize the Settings
Click Customize to adjust message-sending logic based on subscription status.
Select the appropriate subscription level for each messaging channel: Email, SMS, and Push notifications.
Available Subscription Settings for Each Channel
Email Messages
Subscribed – Emails are sent only to contacts who have opted in to receive marketing content. Use this for marketing emails, such as newsletters, promotions, and product updates.
Subscribed and Non-Subscribed Contacts – Emails are sent to contacts who have provided valid consent, except those who have opted out or unsubscribed. This includes order-related automated emails, such as abandoned cart reminders, checkout reminders, post-purchase communications with shipping updates and care instructions, as well as customer reactivation or upsell emails related to previous transactions. You can easily adjust contact settings to meet your compliance requirements.
Any Subscription Status (Transactional Messages) – Emails are sent to all contacts, including those who have unsubscribed from marketing content. Recommended for important messages like order confirmations, shipping notifications, and account-related updates.
⚠️ Note: Transactional emails should only contain essential non-promotional information (e.g., order, shipping, and cancellation confirmations). To stay compliant, avoid promotional content in these messages. Always follow GDPR, TCPA, and CAN-SPAM regulations when sending messages.
SMS Messages
Subscribed – SMS is sent only to contacts who have opted in to receive marketing content. Use this for marketing-related SMS messages, such as special offers or event reminders, ensuring that only opted-in contacts receive them.
Subscribed and Non-Subscribed – SMS is sent to all contacts except those who have unsubscribed. Ideal for service notifications, such as appointment reminders or security alerts, which should reach most contacts except those who have unsubscribed.
Any Subscription Status (Transactional Messages) – SMS is sent to all contacts, including those who have unsubscribed. Best for critical transactional messages like order confirmations or shipping updates, ensuring all contacts receive important information.
⚠️ Important: Due to U.S. regulations, SMS can only be sent to subscribed contacts in the U.S.
Push Notifications
Push notifications are only sent to subscribed contacts. Use them for updates like order status changes, engagement-driven messages, or time-sensitive alerts.
Key Considerations
Full Control Over Sending Logic – You can decide who receives messages, ensuring compliance with regulations.
Visibility in the Flow Builder – Subscription settings are visible within the Trigger block and can be adjusted as needed.
Channel-Specific Rules Apply – If a workflow contains only email messages, settings apply only to email. SMS settings won’t appear unless an SMS block exists.
No Messages = No Workflow Channel Settings – If a workflow contains only webhooks or tag actions without actual messages, this setting won’t appear.
By properly configuring Workflow Channel Settings, you can optimize your automation workflows to ensure marketing compliance while maintaining effective communication with your contacts.
Troubleshooting and FAQ
Why do I see different settings for different workflows?
If a workflow only includes email, SMS settings won’t appear.
If a workflow has no message blocks (e.g., only webhooks or tags), the settings panel will be empty.
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