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What are Workflows? Plus

Workflows automate lead communication in Flashquotes with intelligent email sequences. The platform offers five workflow triggers: Quote Requested workflows that engage leads immediately after form submission, Quote Sent workflows that follow up after you send quotes, Quote Booked workflows that automate post-booking communications, and event-based triggers (First Event Start and Last Event End) that automate communications around actual event dates.

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Available Features

  • Quote Requested Workflows: Automatically engage leads the moment they submit your lead intake form
  • Quote Sent Workflows: Customizable email sequence for quote follow-ups — create multiple workflows and choose which one to use when sending each quote
  • Quote Booked Workflows: Automate post-booking communications when a quote is booked
  • First Event Start Workflows: Time-sensitive communications before, during, or after the first event begins
  • Last Event End Workflows: Post-event follow-ups and re-engagement campaigns after the final event concludes
  • Flexible Workflow Management: Add, edit, or delete workflow steps to match your sales process
  • Automated Timing: Configure follow-up intervals optimized for your business
  • Automatic Rescheduling: Event-based workflows reschedule when event dates change
  • Dynamic Content: Shortcodes automatically insert quote, lead, and booking details
  • Email Templates: Pre-built templates for Quote Sent workflows, fully customizable for others
  • Gmail Integration: Choose which connected Gmail account sends workflow emails
  • Multiple Workflows per Trigger: Create multiple workflows for the same trigger and set a default
  • Resume Capability: Restart stopped workflows when leads re-engage

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How It Works

Quote Requested Workflows:
  1. Create a workflow with the Quote Requested trigger
  2. Add custom email steps for initial lead engagement
  3. Publish the workflow
  4. Leads are automatically enrolled when they submit your lead intake form
Quote Sent Workflows:
  1. When sending a quote, toggle “Enroll in workflow” to activate the sequence
  2. Select which workflow to use from the dropdown (the default is pre-selected)
  3. Leads automatically receive follow-up emails based on the selected workflow
  4. Each email uses customizable templates with your quote details

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What’s Included

Quote Requested workflows help you:
  • Acknowledge quote requests immediately
  • Build trust while preparing quotes
  • Set expectations about your process
  • Share your company story early
Quote Sent workflows include:
  • Welcome email (immediate)
  • Follow-up reminders (scheduled intervals)
  • Booking encouragement messages
  • Final opportunity emails
Quote Booked workflows help you:
  • Send booking confirmation details
  • Share next steps and preparation info
  • Kick off onboarding communications
First Event Start workflows enable:
  • Pre-event preparation reminders
  • Day-of arrival and parking instructions
  • Last-minute contact information
  • Post-event thank you messages
Last Event End workflows enable:
  • Thank you emails after event completion
  • Review and feedback requests
  • Photo/video delivery notifications
  • Re-booking campaigns

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Next Steps