Creating Your First Flow

The how-to guide for creating Flows

Taylor Burrows avatar
Written by Taylor Burrows
Updated over a week ago

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. To get started you can go here.

  2. Click the '+ Create Flows' button in the upper right hand corner:

3. Name the Flow and give it a description

  1. Automatically remove people who replied: By checking this, whenever a person replies to any of the emails in the Flow, they will automatically be removed from the Flow (this is great for when you are doing cold outreach and want someone removed once they reply to one of your emails)

  2. Automatically remove people if their email address bounced: If this is unchecked, the person will be placed back into the step the email was sent from so that you can try correcting the email address and sending again

  3. Create a Campaign in Salesforce: this will create a campaign in Salesforce that mirrors the Flow or Link to existing campaign. Learn more below. 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

  1. Send an email: This option allows you to customize each email before it is sent and is our most popular step type

  2. 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)

  3. Make a phone call: Call steps allow you to easily log calls back to Salesforce

  4. Take other action: Can be used for any other actions you would like to have logged back to Salesforce (great for logging LinkedIn messages)

Note: If you want an email to show up as a reply to a previous email step, check Include in thread

6. Click 'Next' to see a quick summary, then click 'Preview Flow' to start using your flow.

For more info on how to execute your flows after creation, please follow the guide here.

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