What is a Master Flow?
A Master Flow is the perfect way for a team to send consistent messaging, with a personal touch from each rep. It allows multiple people to use the exact same flow by adding their own contacts or leads to it and executing the actions.
Why might I use a Master Flow?
Streamline team communication with prospects and target accounts
Collaborate on the most effective messaging
View detailed analytics on who is getting the best results with the Master Flow (Admins, Analysts, and Team Leads)
Setting up a Master Flow
Create the flow, with templates that the whole team can build off of while reaching out to their prospects
You can enable the Master Flow setting as you create your Flow
2. Share it out as a Master Flow:
Click on the 👥 icon at the top right of your flow
Share this flow with: whichever users or teams you'd like to give access to, and decide whether they have add/edit access
Click Advanced Sharing Settings, and switch from an Individual Flow to a Master Flow
You can enable users to apply their own templates to Master Flows. This enables Groove users to apply their own templates while using Master Flows and have template performance tracked across the entire Flow. Users can create one Master Flow shared with multiple users and each user can apply their own template for each step. In Analytics, Flow admins can view all of the template performance used in the Master Flow.
For each step in your Flow, you can toggle the setting to allow users to apply their own template. The Flow creator template selection will serve as the default template if users choose to not apply their own template. (this setting is not supported with A/B testing)
New option in Flows to Choose Templates
In Flows, If the allow users to apply template setting is enabled for that step, users will see the option to apply their own templates using the template icon. The template icon will be highlighted in Groovy Teal if a user has applied their own templates.
Important Note for Admins: The Templates in Actions setting under Manage My Org allows admins to control whether users can replace or insert additional templates when executing email steps of Master Flows through Actions. This setting only affects whether templates can be replaced on an individual basis in the actions page. For the option to allow users to replace the template of an entire email step in a Master Flow please refer to the template personalization feature during the Master Flow creation process.
User View When Changing Template
Using the template icon, users can swap to use their own templates without affecting the step for other users. Users can also still edit the step if they have Edit access using the pencil icon.
For Master Flows that have users applying their own templates, in Analytics > Flows, all the templates applied to the step will be listed under the Day Step when expanding. The Template Name reflected for that step will display the default template applied for that step. The statistics on the first line will reflect the aggregated statistics of all the templates applied for that step. Expanding the step, will list out all the individual templates applied and their associated statistics.
Finding a Master Flow
Whether you've created the flow or it has been shared with you, you can add your own contacts/leads to the flow at any point, and execute the actions as your own.
If you created the flow, it will be one of your Active flows, and if it was shared with you, you can find it in your Shared flows section. There will also be an indicator showing which shared flows are Master Flows, and which are Individual Flows.
Note: While there are people in a Master Flow that was shared with you, it will show up under your Shared flows and your Active flows.
Adding people to a Master Flow
Option A: Manually importing people
Just as you do with any of your other flows, you can add people to a Master Flow at any time, through Groove, Gmail, or Salesforce:
Option B: Automatically importing people
The owner of the flow, or anyone who has edit access to it, can set up auto-import for a Master Flow. The auto-import settings will apply to everyone that the flow is shared with (each user cannot set up their own individual auto-import).
Auto Assign Owner
Additionally, you can choose to auto-assign people to the corresponding contact or lead owner or use a custom lookup field from the Salesforce Report you have selected for Auto-import. You can select a field from the report as long as they are lookup fields that references a Salesforce user similar to contact/lead owner.
In the selected report above, Account Owner is a field in the Salesforce Report that is a lookup field:
If your lookup field is not showing up in the dropdown of fields, check to make sure that the field value is not null for the first few rows in your report.
With the auto-import set up as shown above, each user doesn't need to keep looking for their prospects to import, and they can execute the actions in the flow as more folks get added to their version of it.
Executing the Actions
Once you have people active in your Master Flow, each user can execute the due actions just like they would for any other flow.