Creating Your First Flow
Flows are great for when you want to structure your communication with customers!
Flows allow you to scale up the number of conversations you are having, without sacrificing the quality of those conversations.
Note: All emails sent from a Flow come directly from your Google or Microsoft account and look as if you sent it directly from your inbox.
Creating a Flow
If you have permission to create a flow, you can do so by following these steps.
Note: If you do not see the "Create Flow" button then please reach out to a Groove admin at your organization to enable this for you.
1. Go to Flows
2. Click the '+ Create Flows' button in the top right corner:
At this step, you'll have some options:
Create a Campaign in Salesforce: this will create a campaign in Salesforce that mirrors the Flow or Link to existing campaign.
Note: if this option is disabled, your Salesforce admin hasn't granted you permissions to create Salesforce campaigns.
4. Create email, auto-email, call, and other action steps for the Flow
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Send an email: This option allows you to customize each email before it is sent and is our most popular step type
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Auto-send an email: This will automatically send the email to people at the time specified once they reach that step (Note: if there are any issues with merge fields, the email will not be sent)
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Make a phone call: Call steps allow you to easily log calls back to Salesforce
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Take other action: Can be used for any other actions you would like to have logged back to Salesforce (great for logging LinkedIn messages)
To create another step, click Save & Add Another Step at the bottom of the Step screen:
Note: If you want an email to show up as a reply to a previous email step, check Include in thread. You won't have this option on the first step, but it's available from step 2 and on.
6. Click 'Next' to see a quick summary, then click 'Preview Flow' to start using your flow.
Automated Actions
To automatically remove responders and bounced email addresses from your flows:
Open the Flow you want to work on, go to the Settings tab at the top of the Flow, then click Automated Actions in the left nav:
Click the pencil icons to adjust automated selections:
