Groove

Taylor Burrows

Sanket Karamchandani

Brandon Spear

Engaging personally with your customers at scale

Groove Flows

Create the perfect templates and track their performance

Groove Templates

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

Template FAQs

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

Sharing Templates With Your Team

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

Flow Step Types

Content Creation

Creating Your First Flow

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

Adding People to Flows From Groove

Easily add people from the places you already work

Adding People to Flows From Gmail and Salesforce

Import a CSV of Salesforce Leads and Contacts

Adding Contacts and Leads From a CSV File

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

Direct Import

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

Automatically Import People to Your Flows

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

Pause All Your Flows When You Go On Vacation

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

Pause People in a Flow

All the ways to remove people from your Flows

Removing People From Flows

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

People Tab: Managing the People in Your Flow

Use labels to keep your Flows and Templates organized

Keep Your Content Organized in Groove Using Labels

Aamir Peeran

Getting started with Flows - Flow Creation and Managing People

Executing Your First Flow

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

Flow steps and tasks prioritization

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

Using/Accessing a Flow That Was Shared With You

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

A/B Testing

Learn how to share your Flows with your team and individuals

Sharing Flows With Teammates

Sending "From" a different email address than your own

Configuring an Email Alias for Your Flows

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

CC/BCC People in Flow Emails

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

Custom Flow Merge Fields

The most frequently asked questions we get surrounding Flows

Flow FAQs

Phill Legnitto

Executing Flows

Flow owners can customize settings within each flow to provide flexibility in each multi-touch workflow.

How to customize your Flow settings

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

Automated Actions: Your Personal Assistant Within Flows

Customize what works for each individual flow

Flow Settings

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

Master Flows

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

Global Automated Actions

Tag your activities in Salesforce from Groove Flows

Flows Custom Tagging

Instantly connect the right reps to the right contacts and leads

Assign Flow Recipients

Ensure your organization's best practices are enforced

Flow Safety Setting

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

Flow Import Rules - Activation and Block (Beta)

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

Flow Pausing Settings

Learn what goes into bounced emails and how spam is identified

Understanding Email Bounces and Avoiding Spam Filters

A guide for the metrics in Flows people step stats

People Step Stats

Use Salesforce Campaigns combined with Groove Flows to supercharge your reporting