I can create multiple follow-up workflows and pick one when emailing a lead
complete
Daniel Rediger
marked this post as
complete
This is done - you can now create multiple follow-up workflows and choose which follow-up sequence you'd like to use when sending a quote!
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Jonathan Grams
Daniel Rediger AMAZING
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Jonathan Grams
Daniel Rediger I really appreciate all the Flashquotes team does!
Daniel Rediger
Jonathan Grams - thanks man! Happy to keep delivering for y’all
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Jonathan Grams
Daniel Rediger - Just thought of a crazy request to make this even better. What if the first Initial email was customized based on the event type. When you click to send the quote it's already there. I will make a post about this. Does that make sense?
Daniel Rediger
Merged in a post:
Having additional workflows that I can select when sending a quote.
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Jonathan Grams
It looks like I can only create multiple workflows with the following triggers "when a quote is requested", "when the first event starts" "when the last event ends" I really want a workflow with the trigger "when a quote is sent" Then I can select which workflow to put the lead in when I send the quote. So for example if a wedding inquires I can set up a workflows that sends them follow up emails over the course of a year rather than 21 days. Can something like this be implemented?
Daniel Rediger
marked this post as
planned
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Jonathan Grams
It looks like I can only create multiple workflows with the triggers "when a quote is requested", "when the first event starts" "when the last event ends" I really want a workflow with the trigger "when a quote is sent" Then I can select which workflow to put the lead in when I send the quote. So for example if a wedding inquires I can set up a workflows that sends them follow up emails over the course of a year rather than 21 days. Can something like this be implemented?
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Zach Capshaw
marked this post as
complete
Daniel Rediger
Merged in a post:
Multiple quote follow-up workflows
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Andy Mendoza (Tres Manos Coffee)
I want to be able to select from many quote follow-up workflows when sending a quote to a client.
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Jonathan Grams
Please do this!! Would be very helpful to make a follow up form for clients year out like a wedding for example. I hate spamming them with a month of follow up when there event is 14 months away
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Jonathan Grams
This would be so nice