Campaigns | Workflow Settings

Workflow Settings
What is the Add to List component in Automation?
The Add to List component is used to automatically add contacts from your workflow into one or more mailing lists in Zoho Campaigns.
How do you clone the workflow?
To clone the workflow, go to Automation Workflows, open the workflow, and click Clone.
Why should you save it as a template?
Say you create automation flows for different clients or campaigns with a similar structure. Instead of building each from scratch, save a master version as a reusable template.
What happens when you click Save as Template?
It saves the current workflow layout (structure and logic) to your template library, so you can reuse it in the future.
Why should you download your workflow as an image?
Download the workflow as an image if you want to present the workflow to your marketing team or management during a meeting, or store it for documentation/audit purposes.
What does Download as Image mean?
It lets you download a snapshot of the workflow as a PNG image file.
When can you delete the workflow?
You created a test or draft automation that’s no longer needed. Just delete it to keep your dashboard clean. Please note that you can only delete the workflow if it’s in a draft state. In order to delete the active workflow, it has to be in a ...
What does the Delete option do?
It permanently removes the selected workflow from your automation dashboard.
Why should you clone the workflow?
You’ve built a welcome flow for Product A and want to create a similar one for Product B. Just clone it and update only the necessary details.
What does Clone do?
This makes a copy of your current workflow, including all of its components (e.g., messages, conditions,)
What is the More menu in Zoho Campaigns automation used for?
The More dropdown in the top-right corner of a workflow gives you additional management actions you can take on the workflow—like cloning, deleting, saving it as a template, or downloading it as an image.
When should you disable re-enrollment?
For one-time workflows (e.g., a welcome series or event registration confirmations), you may want each contact to go through it only once.
What does the List Entry checkbox mean? Why would you use this setting?
It means that re-enrollment will happen when the contact is added again to the list used as a trigger. If you want to resend onboarding emails every time someone signs up again—maybe through different lists or forms—this ensures they receive them.
What does “Enable re-enrollment” mean?
This lets the same contact enter the workflow more than once if the trigger happens again (e.g., the contact joins a list multiple times).
When should you keep these contacts?
Keep them if your goal is to finish communication once it’s started (like a welcome series), even if they have set up segment criteria and the contact no longer meets the segment criteria.
When should you remove such contacts?
If your automation is highly targeted—say, a high-priority-only campaign—you should remove anyone who no longer qualifies.
What will happen if you choose “Remove these contacts from the workflow”?
Contacts will be removed from the flow as soon as they stop meeting the entry condition.
What will happen if you choose “Don't remove these contacts from the workflow”?
They’ll continue through the workflow even if they no longer meet the entry conditions.
For contacts who've not met the workflow’s trigger configurations, what is this about?
It defines what to do if a contact no longer matches the criteria they did when entering the workflow.
What happens if you don’t enable exit criteria?
The contact will continue through all of the steps, even if they already achieved the workflow’s goal.
Why would you use exit criteria?
Suppose your goal is to get the contact to click a product link. Once they do, you don’t need to send more emails; you can set that as the exit point.
What is the Enable Exit Criteria setting?
This allows you to set a condition to automatically exit contacts from the workflow once they’ve achieved their objective (like opening an email, clicking a link, or purchasing something).
Where can you find the Settings in a workflow?
In your workflow editor (workflow builder), look at the top-right corner. You’ll find the Settings gear icon. Click it to configure the workflow behavior.
What is the Settings section in Automation in Zoho Campaigns?
The Settings panel lets you control how contacts move through the workflow whether they exit after achieving goals, get removed if they don’t meet the trigger, or can re-enter the flow again in the future.
What does “For contacts who've not met the workflow's trigger configurations” mean?
This option allows you to determine whether the contact that did not match the trigger condition should be present in the workflow.
What happens if re-enrollment is disabled?
If it's disabled, they will go through the workflow only once, even if the entry/trigger conditions match again later.
What happens if re-enroll is enabled?
If this is enabled, a contact can re-enter the workflow when they meet the entry criteria again.
What is the Re-enroll Condition?
The Re-enroll Condition allows you to add a contact who has already been through the workflow to enter again.
Why do you need exit criteria?
It helps you stop a contact from continuing further in the workflow when they meet a specific condition.
What are Exit Criteria?
Exit Criteria defines when a contact should automatically exit a workflow.
How do you remove a contact from the workflow?
You can search for the contact in the “Contact Path” and click on the “Remove from workflow” option.

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