Edits to an active Workflow reach members who are already partway through it. Each step is sent as it is when it comes due, so a member gets your latest version of any step they haven't received yet.

What each kind of edit does

• Editing a step's content: members who haven't received that step yet get the new version.
• Removing a step: members who haven't received it yet won't get it.
• Adding a step: only members who trigger the Workflow after you add it get the new step. Members already in it carry on with the steps it had when they entered.
• Changing a step's delay: members already in the Workflow get that step at the original time. The new delay applies to members who trigger it afterwards.

Example

Your Workflow has three emails: Email 1 after 3 days, Email 2 after 1 month and Email 3 after 2 months. Skyler triggers it on January 1st, so their emails are due on January 4th, February 1st and March 1st.

On January 15th you rewrite Email 2 and add Email 4, after 3 months.

• Skyler gets the rewritten Email 2 on February 1st and Email 3 on March 1st. They don't get Email 4.
• Mavi triggers the Workflow on January 20th and gets all four emails, including the rewritten Email 2.

Changing who a DM step is sent from

A Send DM step goes out as a regular DM from the person in its From field, so replies land in that person's Messages. The From dropdown lists members whose role has the Community Admin permission.

A new Send DM step starts with whoever adds it as the sender. To send from a teammate who manages Workflows but isn't a Community Admin, ask them to add a new Send DM step themselves and remove the old one. Members already in the Workflow get neither, since a removed step isn't sent and a new step only reaches new members.

Frequently Asked Questions

Why is the From field on my DM step empty? The person it sends from no longer has the Community Admin permission. The step still sends from them. Pick someone in From to change it.

How do I stop the remaining steps for members already in the Workflow? Pause it to skip steps until you unpause, or delete it to cancel every step that hasn't gone out. Deleting can't be undone.