What are Workflows?
Workflows enhances lead follow-up in Flashquotes with automated email sequences. Currently, one workflow is available: a 7-step quote follow-up sequence that automatically enrolls leads when you send quotes.Available Features
- Quote Follow-up Workflow: 7-step email sequence for quote follow-ups
- Automated Timing: Pre-configured follow-up intervals optimized for conversions
- Dynamic Content: Shortcodes automatically insert quote and lead details
- Email Templates: Pre-built templates ready to use
How It Works
- When sending a quote, toggle “Enroll in workflow” to activate the sequence
- Leads automatically receive 7 follow-up emails over 30 days
- Each email uses pre-configured templates with your quote details
What’s Included
The quote follow-up workflow includes:- Welcome email (immediate)
- Follow-up reminders (scheduled intervals)
- Booking encouragement messages
- Final opportunity emails
Next Steps
- Learn about workflow templates
- See available triggers
- Understand shortcodes