Using Globiflow for Follow ups
I Have been trying to figure out how to use Globiflow when it comes to triggering a automated Email and text 1 week after the lead is created. I can't seem to crack the code and am wondering if there is a solution to this?
I'm sure there's another way but if you add a date field that gets filled in when the lead is created, you can use that date field -7 days to send the email/text. Here's a screenshot of one of mine where I have a date field that gets filled in with a different flow. Then each morning at 7:15, it looks to see if the date is coming in 2 days and then sends a text and email to the customer.
From there, you're just adding block to send an email and a block to send a text.
Thank you! I will try that and see how it works.
Thank you I will try this way!
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