Using Globiflow for Follow ups

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Isaac Walker

• September 20, 2022 15:25

Hello,

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?

Thank you,

Isaac Walker

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  Jason Martin

  • September 20, 2022 16:22

  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.

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  Bavo De Cooman

  • September 21, 2022 08:42

  Hi Isaac,

  You can create a date flow for that:

  • create a new flow and select 'triggered by date'
  • in the filters, select created date and set the number of days overdue

  Then complete the flow with the email action(s)

  

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  Isaac Walker

  • September 21, 2022 21:04

  Jason Martin

  Thank you! I will try that and see how it works.

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  Isaac Walker

  • September 21, 2022 21:05

  Bavo De Cooman

  Thank you I will try this way!

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