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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

15 articles in this collection
Written by Thomas Wolfe and Alex Kerschhofer

Doing a mail merge with Groove

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

Creating and executing your first Flow

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

Get notified when Flow tasks are due

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

Flow FAQs

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

Template FAQs

Written by Thomas Wolfe
Updated over a week ago
Managing the People in your Flows

Adding people to your Flows/campaigns in Groove

There are various ways to add people to a Flow; choose the method that works best for your process
Written by Thomas Wolfe
Updated over a week ago

Adding people from Gmail and Salesforce

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

Automatically having people added to your Flows

Written by Thomas Wolfe
Updated this week

CSV Lookup

Import a CSV of Salesforce Leads and Contacts
Written by Alex Kerschhofer
Updated over a week ago

Moving people in and between Flows

Learn how to change which step and Flow a person is in
Written by Thomas Wolfe
Updated over a week ago

Removing people from your Flows

Learn how to remove people from your Flows
Written by Thomas Wolfe
Updated over a week ago
Sharing Flows

Sharing Flows with teammates

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

Using/accessing a Flow that was shared with you

Written by Thomas Wolfe
Updated over a week ago
Automated Actions

Remove manual tasks from your life

With automated actions, you can easily automated your workflow
Written by Thomas Wolfe
Updated over a week ago
Additional Features

Creating a Fully Automated Flow for new Leads

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