Getting Started with Groove Flows

What is a Groove Flow?

Not to be confused with Clari's Analytics Flow Module ...

A Groove Flow is an automated multi-step, multi-channel sales campaign enabling personalized interactions with customers and prospects at scale. 

• Your flows can contain email, call, SMS, LinkedIn, and direct mail steps!
• You can use templates to build Flows faster and to replicate successful Flows other folks from your company use.
• You can execute on each step from Gmail, Microsoft 365, Salesforce, or Groove.

For example, you might build out a prospecting Flow that contains two introductory emails, a follow up call, and a follow up LinkedIn message.

Create A Flow

Go to Flows in Groove (left side)

Note: Notice how you can see icons for each step in a flow indicating if the step is an email, call, etc. You can also see filters at the tops of flows (Champion/Main Contact, Nurture, Customer Success, etc). These filters give you a quick glimpse of the Flow's goals and when you create your own Flow, you can set up these filters. 

To create a new flow

1. Click Create Flow at the top-right corner.  

2. Then, follow the steps and fill in the info to create your Flow. 

More on Groove Flows

That's the gist of Flows, but for more specifics, let's get you to the right place:

• For instructions on creating your first Flow, check out this article.
• For instructions on Master Flows, see this article.
• For steps to add people to your Flows from Groove or from Salesforce/Gmail.