High iQ Knowledge Base

Pages
- Welcome!
- High i.Q. University
- Video Support
- Script Inspo
- Data Store
- Support Articles
  How The CRM Works
  Pipeline Stage Meanings
  Adding and Editing Pipelines
  Pipeline Settings
  How to Create an Individual Opportunity
  Opportunities Overview
  How To Download A List Of Your Opportunities
  How To See Additional Information On An Opportunity Card
  How To Sort/Filter Opportunities
  General CRM Overview
  CRM Document Management
  Contact Details
  Do Not Disturb
  Tasks Overview
  How To Delete Multiple Contacts
  How To Export Multiple Contact
  How To Remove A Tag From Multiple Contacts
  How To Manually Add/Update Opportunity
  How To Merge Multiple Contacts
  How To Import Multiple Contacts
  How To Add A Tag To Multiple Contacts
  Add Contact
  Contact Details - Overview
  How To Create Smart Lists
  Smart List Filters
  Manage Smart Lists
  The Voice Bot
  Upload Contacts for Bot To Call/Tagging Guide Ta
  Orientation Video
  Adding a Knowledge Base to Your AI
  Prompt Editing
  Bot Personalization
  Delete a Node
  Inbound Calling
  Testing The Bot
  User Assigned/Round Robin
  Creating Opportunities NOT For The Bot To Call
  Call and Text Cadence in The CRM
  About Appointments/Where to Find Bot Call Information
  Bot Calling and Call Attempt Costs
  How Do I Know Who Has Been Called?
  Pushing Leads Back and Forth Between CRMs (Zapier)
  How To Change The Drip (Call/Text Frequency)
  Non-Bot Automations
  Appointment Status (Triggers)
  Contact Changed
  Call Status
  Action - Drip
  Action - Find Contact
  Update Contact Field
  Add Task
  Edit Conversation
  Send Internal Notification
  Remove Opportunity
  Remove From Workflow
  Workflow Actions
  Send Email
  Send SMS
  Call Automation
  Wait Event (action)
  Voicemail
  Add Contact Tag
  Remove Contact Tag
  Add/Update Opportunity
  Add To Notes
  Remove Assigned User
  Add To Workflow
  Assign To User
  Manual Calls (action)
  Go To Event (action)
  If/Else Condition (action)
  Math Operation (action)
  Workflows - Event Start Date Action
  Goal Event (action)
  Manual SMS (action)
  Content AI Text
  Content AI Image
  Settings Tab
  Create New Workflow
  Builder Tab
  Workflow Builder Overview
  Contact Created
  Contact DND
  Contact Tag (Trigger)
  Birthday Reminder
  Remove From All Workflows
  Workflow Builder - Contact Triggers
  Video Tracking
  Pipeline Stage Changed
  Opportunity Status Change
  Email Events
  Customer Replied
  Task Reminder
  Task Added
  Note Changed
  Note Added
  Custom Date Reminder
  Workflow Triggers
  How To Add Multiple Contacts To A Campaign / Workflow
  Non Bot SMS, Phone, Email
  How Much Does Texting Cost?
  Why Are Texts Saying 'Undeliverable'?
  How Much Does a Non-Bot Call Cost?
  Add SMS Template
  How To Send An SMS
  The Dialer
  Conversations Overview
  Manual Actions
  Attachments Made Easy in Conversations
  How to use Conversation Filters & Bulk Actions Overview
  Quick Filter
  Getting Started With SMS & Email Templates
  Conversations
  Add Email Template
  How to send an email
  Send Email
  Send SMS
  Compliance
  FCC Legislation
  GDPR Compliance and Data Privacy
  Marketing
  Giving High iQ Facebook Ads Access
  Reporting
  Dashboard Overview
  Edit widgets on the dashboard
  Customizing a widget
  Custom Widgets FAQ
  Resize Widgets
  Removing a widget
  Custom Widgets Overview
  Adding a widget to the Dashboard
  Rearrange widgets
  Agent Leaderboard
  SMS Reporting
  Conversion Report
  Email Reporting
  Agent Reporting - Overview
  Settings
  User Notifications
  User Profile
  Google
  Integrations
  CRM Team Management
  Business Profile
- Contact Support

...

Explore

Settings Tab

The workflows' settings tab offers options for communication, contact, conversation, and workflow sequence management. When creating workflows, refer to the settings tab to ensure timely communication.

To delve deeper into workflows and their construction, explore the "Workflow Training" section under the "Advanced Training" help center menu!

⁠

Contact Management

Workflows triggered by appointments allow multiple entries, regardless of the "Allow multiple" setting.

Allow Re-Entry:

This setting dictates if a contact can re-enter the workflow after completion. Enabling 'Allow Re-Entry' allows a contact to revisit a workflow if inactive. It permits a single contact to re-enter after leaving, but if attempting re-entry while still enrolled, it gets skipped.

Please Note:

Appointment or invoice-based triggers override "Allow Re-Entry," permitting multiple entries even if not activated. It doesn't allow active contacts to re-enter but enables re-enrollment for those who completed the workflow or were manually removed.

⁠

Click to allow multiple contacts in one workflow

Stop On Response

Enabling the Stop On Response button ends the workflow if a contact responds to a generated message, offering flexibility and control.

⁠

Click to allow response to stop trigger

Communication Management

Timezone

In Workflow Settings, check if actions occurred in the Account or Contact Timezone.

How Does Account Timezone Work?

"Account Timezone" processes wait steps and time windows based on the account timezone, ensuring timely reminders for events scheduled according to the business timezone.

How Does Contact Timezone Work?

"Contact Timezone" executes wait steps and time windows based on each contact's timezone, enhancing global campaign timing for better engagement.

⁠

Time window

The Communication Management feature includes the Time Window, enabling personalized workflows.

Specific Time: Restricts actions outside defined windows, executing only if the current time falls within. "Wait" steps can be scheduled outside but execute actions inside the window.

Toggle off Specific time for messages anytime.

⁠