Within the Workflow builder, you have several options for getting started in creating a new Workflow. You can start from scratch with a blank slate, import steps from an existing campaign, or you may use a “Recipe” from the list of pre-made templates we’ve created for you.
When you click the "Create Workflow" button, you will now see two options in a dropdown menu:
You can choose to start from a Recipe.
You can choose to start the workflow from scratch.
How to Use
Click the "Create Workflow" button in the Automations section.
Select either "Recipe" or "Start from Scratch" from the dropdown menu
The Recipes allow you to use and customize templates that already exist, which can save you time and help you work more efficiently. If you use a Recipe, you can still customize it - adding or removing features as you wish for your specific use case.
Check out the Recipes we have available:
Appointment Booking: Detect intent on customer reply to send them a booking link or create a manual SMS to help them make a decision.
Appointment Confirmation + Reminder: Appointment confirmation and follow-up reminder.
Appointment Confirmation + Reminder + Survey + Review Request: For each new appointment, send a confirmation, send reminders, survey the result, and if the result is positive, send a review request
Auto Missed Call Text-Back: If you miss a call from a lead, reply to them automatically and notify the assigned user to get back ASAP.
Birthday Template: A workflow to do Birthday promotions
Email Drip Sequence: Add contacts to this workflow to drip them a series of Emails over time. This recipe uses the “Emailed Opened” condition to resend each email with a new subject if it wasn’t opened within 24 hours!
FAQ Auto Reply: Automate replies to frequently asked questions across SMS, FB, Instagram, and Google chat!
FB Messenger: When an inbound FB message is waiting, reply & remove pending tag, or we will prompt the lead to share the phone number in 30 mins.
Fast 5 Lite: Great for nurturing new leads into hot leads by automating email, SMS, Call Connects, and Voicemail Drops - all within five minutes!
Fast Five: The odds of closing a lead decrease dramatically after 5 minutes. This workflow delivers the ultimate first-5-minute lead nurture.
GMB Business Message: Notify users & auto-respond to Google Business Messaging channel
List Reactivation: Generate leads for your business with a list, without ad spend, using AI filters for positive responses
Long-Term Nurture/Reactivation Email Sequence
Send Review Request: This workflow sends a review request to your customers when an opportunity is marked as won (or) an appointment is marked as showed (or) a tag is added
Webinar Registration Confirmation & Reminders: Use this recipe to send Webinar Registration Confirmations and reminders leading up to the webinar.
IVR: This IVR workflow streamlines communication, allowing callers to navigate through service options, leave messages, and connect with your team effortlessly, optimizing your customer service experience.
No-Show Nurture: Recover no-shows with this simple but powerful automation!
To use a Recipe, simply select the one you wish to use (which will highlight it in color) and then click “+Create new workflow.”
The template will load in the Workflow builder. You can make any customizations or edits you wish to add. Click “Save,” and once it is ready, toggle the Workflow from Draft > Published mode.
