Groove Flows

Groove Templates

Create the perfect templates and track their performance

Written by Taylor Burrows
Updated over a week ago

Template FAQs

From sharing templates to uploading new ones, find answers to common questions about using Groove templates.

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

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

Creating Your First Flow

The how-to guide for creating Flows

Written by Taylor Burrows
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 Taylor Burrows
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 Aamir Peeran
Updated over a week ago

Direct Import

Automate the process of creating contacts (or leads) in Salesforce

Written by Aamir Peeran
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 Jan Jajalla
Updated over a week ago

Pause All Your Flows When You Go On Vacation

Learn how to adjust Groove Flow settings to pause all of your Flows until the day you're back from vacation:

Written by Sanket Karamchandani
Updated over a week ago

Pause People in a Flow

Learn how to automatically pause someone in a Groove Flow in response to "out of office replies" or other relevant responses.

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

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

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

Executing Your First Flow

How to action your flows

Written by Brandon Spear
Updated over a week ago

Flow steps and tasks prioritization

Assign priority to steps and tasks to stay on top of your workflow.

Written by Phill Legnitto
Updated over a week ago

Using/Accessing a Flow That Was Shared With You

Learn how to use Groove's Shared Flows featured to access a Flow shared with you or your team.

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

Sharing Flows With Teammates

Learn how to share your Flows with your team and individuals

Written by Phill Legnitto
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

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

Custom Flow Merge Fields

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

Written by Phill Legnitto
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

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

Master Flows

Learn how to master Groove's Master Flows so you can send consistent messaging with a personal touch.

Written by Sanket Karamchandani
Updated today

Global Automated Actions

Learn how to apply Groove's powerful Automated Actions to all of the Flows within your organization.

Written by Sanika Lakka
Updated over a week ago

Flows Custom Tagging

Tag your activities in Salesforce from Groove Flows

Written by Phill Legnitto
Updated over a week ago

Assign Flow Recipients

Instantly connect the right reps to the right contacts and leads

Written by Phill Legnitto
Updated over a week ago

Flow Safety Setting

Ensure your organization's best practices are enforced

Written by Phill Legnitto
Updated over a week ago

Flow Import Rules (Beta)

Learn how to adjust which records can be imported into a flow using Flow Import Rules.

Written by Taylor Burrows
Updated over a week ago

Flow Pausing Settings

Learn to pause Groove Flow settings automatically in responses to your customers’ Out of Office schedules and Holiday calendars.

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

People Step Stats

A guide for the metrics in Flows people step stats

Written by Phill Legnitto
Updated over a week ago

Enhanced ROI Reporting

Use Salesforce Campaigns combined with Groove Flows to supercharge your reporting

Written by Aamir Peeran
Updated over a week ago