Groove 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

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

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 Mike Sutherland
Updated over a week ago

Adding People to Flows 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 Mike Sutherland
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

Pause People in a Flow

Written by Sanket Karamchandani
Updated over a week ago

Pause All Your Flows When You Go On Vacation

Written by Sanket Karamchandani
Updated over a week ago

People Tab: 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

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: 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 Aamir Peeran
Updated over a week ago

Templates in Actions

Insert templates or snippets to your emails ✉️

Written by Jennifer Hudiono
Updated over a week ago

Actions

A more holistic way to manage your Flow steps and Spaces tasks

Written by Sanika Lakka
Updated over a week ago

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

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

CC/BCC People in Flow Emails

Once you CC/BCC someone, they will automatically be 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

People Step Stats

A guide for the metrics in Flows people step stats

Written by Jennifer Hudiono
Updated over a week ago

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

Understanding Email Bounces and Avoiding Spam Filters

Learn what goes into bounced emails and how spam is identified

Written by Aamir Peeran
Updated over a week ago