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Groove Flows
Groove Flows
Engaging personally with your customers at scale
+4
35 articles in this collection
Written by
Phill Legnitto,
Sanket Karamchandani,
Sanika Lakka
and 4 others
Content Creation
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
Getting started with Flows - Flow Creation and Managing People
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 Flows
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
Flow Automations
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
Additional Flow Info for Admins and Team Leads
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