Groove Flows | Groove Help Center

Groove Flows

Engaging personally with your customers at scale

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26 articles in this collection
Written by Phill Legnitto, Sanket Karamchandani, Madison Fitz and 2 others

Getting started with Flows

Creating and Executing your First Flow

The how to guide for creating and executing Flows

Written by Sanket Karamchandani
Updated over a week ago

Flow Step Types

All the types of steps you can include in Flows to organize your communication with prospects and clients

Written by Sanket Karamchandani
Updated over a week ago

Get Notified When Flow Tasks are Due

Never forget to complete a task again

Written by Sanket Karamchandani
Updated over a week ago

Groove Templates

Create the perfect templates and track their performance

Written by Sanket Karamchandani
Updated over a week ago

Doing a Mail Merge with Groove

Easily send tracked emails to multiple people at once

Written by Sanket Karamchandani
Updated over a week ago

A/B Testing Your Flows (beta)

Choose different templates and track progress for your email steps to maximize results

Written by Sanika Lakka
Updated over a week ago

Keep your content organized in Groove using labels

Use labels to keep your Flows and Templates organized

Written by Sanket Karamchandani
Updated over a week ago

Managing the People in your Flows

Adding people to Flows from Groove

There are many ways to add people to your Flows; choose the one that works best for you!

Written by Sidney Boruszak
Updated over a week ago

Adding people from Gmail and Salesforce

Easily add people from the places you already work

Written by Sanket Karamchandani
Updated over a week ago

Adding Contacts and Leads from a CSV file

Import a CSV of Salesforce Leads and Contacts

Written by Sidney Boruszak
Updated over a week ago

Automatically import people to your Flows

Groove makes it easy to automatically import contacts/leads directly into a flow!

Written by Sanket Karamchandani
Updated over a week ago

Removing People from Flows

All the ways to remove people from your Flows

Written by Phill Legnitto
Updated over a week ago

Managing the people in your Flow

Move people to a different step, check who opened your emails, and much more!

Written by Sanket Karamchandani
Updated over a week ago

Pause People in a Flow

Written by Sanket Karamchandani
Updated over a week ago

Team Collaboration

Using/accessing a Flow that was shared with you

Written by Sanket Karamchandani
Updated over a week ago

Sharing Flows with teammates

Learn how to share your Flows with your team and individuals

Written by Phill Legnitto
Updated over a week ago

Master Flows

Written by Sanket Karamchandani
Updated over a week ago

Sharing Templates with your Team

Collaborate on what you're writing and saying to prospects to get the best results

Written by Sanket Karamchandani
Updated over a week ago

Automated Actions

Automated Actions: your personal assistant within Flows

Remove manual tasks from your life so that you can focus on what's important -- your prospects and clients.

Written by Sanket Karamchandani
Updated this week

Additional Features

Configuring an Email Alias for your Flows

Sending "From" a different email address than your own

Written by Sanket Karamchandani
Updated over a week ago

Creating a Fully Automated Flow for new Leads

Automatically send all new leads an email

Written by Sanket Karamchandani
Updated over a week ago

Cc People in Flow emails

Once you Cc someone, they'll be automatically added to the rest of the emails to that particular contact or lead in that Flow

Written by Sanket Karamchandani
Updated over a week ago

Custom Flow merge fields

Add custom data that doesn't live in Salesforce to your Flow emails

Written by Madison Fitz
Updated over a week ago

Additional Information

Groove’s New & Improved Interface

Written by Madison Fitz
Updated over a week ago

Flow FAQs

The most frequently asked questions we get surrounding Flows

Written by Sanket Karamchandani
Updated over a week ago

Template FAQs

Written by Sanket Karamchandani
Updated over a week ago