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Engaging personally with your customers at scale

Engaging personally with your customers at scale

Add structure to your customer outreach with Flows

Sanket Karamchandani avatar Thomas Wolfe avatar Madison Fitz avatar +1
23 articles in this collection
Written by Sanket Karamchandani, Thomas Wolfe, Madison Fitz and 1 other
Getting started with Flows

Doing a mail merge with Groove

Easily send tracked emails to multiple people at once
Thomas Wolfe avatar
Written by Thomas Wolfe
Updated over a week ago

Creating and executing your first Flow

The how to guide for creating and executing Flows
Thomas Wolfe avatar
Written by Thomas Wolfe
Updated over a week ago

Get notified when Flow tasks are due

Never forget to complete a task again
Thomas Wolfe avatar
Written by Thomas Wolfe
Updated over a week ago

Groove Templates

Create the perfect templates and track their performance
Sanket Karamchandani avatar
Written by Sanket Karamchandani
Updated yesterday

Keep your content organized in Groove using labels (Beta)

Use labels to keep your Flows and Templates organized
Thomas Wolfe avatar
Written by Thomas Wolfe
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!
Sanket Karamchandani avatar
Written by Sanket Karamchandani
Updated over a week ago

Adding people from Gmail and Salesforce

Easily add people from the places you already work
Thomas Wolfe avatar
Written by Thomas Wolfe
Updated over a week ago

Adding people from a CSV file

Import a CSV of Salesforce Leads and Contacts
Phill Legnitto avatar
Written by Phill Legnitto
Updated over a week ago

Removing People from Flows

All the ways to remove people from your Flows
Phill Legnitto avatar
Written by Phill Legnitto
Updated over a week ago

Automatically import people to your Flows

Sanket Karamchandani avatar
Written by Sanket Karamchandani
Updated yesterday

Managing the people in your Flow

Move people to a different step, check who opened your emails, and much more!
Sanket Karamchandani avatar
Written by Sanket Karamchandani
Updated yesterday

Pause someone in a Flow

Sanket Karamchandani avatar
Written by Sanket Karamchandani
Updated over a week ago
Team Collaboration

Sharing Flows with teammates

Learn how to share your Flows with your team and individuals
Thomas Wolfe avatar
Written by Thomas Wolfe
Updated over a week ago

Using/accessing a Flow that was shared with you

Thomas Wolfe avatar
Written by Thomas Wolfe
Updated over a week ago

Master Flows

Sanket Karamchandani avatar
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
Sanket Karamchandani avatar
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.
Sanket Karamchandani avatar
Written by Sanket Karamchandani
Updated over a week ago
Additional Features

Configuring an Email Alias for your Flows

Sending "From" a different email address than your own
Sanket Karamchandani avatar
Written by Sanket Karamchandani
Updated over a week ago

Creating a Fully Automated Flow for new Leads

Automatically send all new leads an email
Thomas Wolfe avatar
Written by Thomas Wolfe
Updated over a week ago

Custom Flow merge fields

Add custom data that doesn't live in Salesforce to your Flow emails
Madison Fitz avatar
Written by Madison Fitz
Updated over a week ago
Additional Information

Groove’s New & Improved Interface

Madison Fitz avatar
Written by Madison Fitz
Updated over a week ago

Flow FAQs

The most frequently asked questions we get surrounding Flows
Thomas Wolfe avatar
Written by Thomas Wolfe
Updated over a week ago

Template FAQs

Thomas Wolfe avatar
Written by Thomas Wolfe
Updated over a week ago