HOW TO: Create a Contact Auto Flow

Navigate to the Messaging from the main menu in the top left corner of the screen.

• Click ‘Automated Flows’ on the left hand side

• Click ‘+ New Flow’
• Type in a Flow Name
• Choose ‘Contact’ as your trigger
• Select the Customer Categories you’d like this flow to be assigned to

• Next, select the timing of the automated flow.
  • Scheduled or Immediate
    • If scheduling a contact auto flow, you can choose a timeframe of hours, days, or months, then select whether you’d like the auto flow activated after the contact is categorized or before/after event date.

• Next, Choose the action of the auto flow.
  • Send email
    • Choose from a list of templated emails you’ve previously created.

• Send Text
  • Choose from a list of templated texts you’ve previously created.
  • Write a custom text message with the ability to add smart fields

• Create a task
  • Title the task
  • Add a description
  • Assign task to a user
    • Appointment User
    • Customer User
    • Specific User

You can add multiple actions to one auto flow by clicking ‘+ Add Action Set‘

• When you have all your actions set up how you’d like them click ‘ Save & Close‘

See a quick video on HOW TO: Create a Contact Auto Flow