Use flows to create automated steps for contacts in your segments. Set these to trigger based on contacts' behaviours.
Video 3:23 How to work with flows and marketing automation
This article covers:
- When to use Flows
- Flow categories
- Flow templates
- How to open Flows lists
- How to organise Flows lists
When to use flows
Flows are great for lead nurturing, as well as customising content for customers. For example:
- Sending emails with calls to action for your online campaigns
- Personalising follow-ups based on what leads click on in your emails
Flow categories
Flows are built using three categories:
- Actions
Upsales can complete an action for you, such as sending emails or updating contact or company information - Behaviours
Contacts react to actions with behaviours, such as clicking a link or filling out a form - Snooze
Include delays before completing actions, such as waiting five days to send follow-up
Flow templates
You can also choose pre-built Flow templates for different sales scenarios:
- Welcoming new customers
- Warming up cold (not-yet-MQL status) leads
- Contacting website visitors
- Upselling to existing customers
Naturally, these are fully customisable when you create a Flow:
How to open Flows Lists
- Click Marketing → Segments and then click the Flows tab:
- Click the dropdown to view:
- My flows
Opens flows you've created - All flows
Opens all flows already created
- My flows
Here you can view and toggle between Segments and Flows lists:
How to organise Flows lists
Use the Search bar and filters to find lists:
To edit your Flows list, you can:
You can also save lists to share with other users and roles: