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What are Workflows?

Workflows is a powerful feature in Flashquotes that enhances lead follow-up and engagement. Instead of just sending one-off emails to leads, you can now enroll them in structured workflows for specific quotes. Each workflow consists of predefined steps designed to optimize your follow-up process and improve booking conversions.

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Key Features

  • Automated Follow-ups: Workflows provide best-practice follow-up sequences with predefined email steps
  • Customizable Templates: Each email step includes fully customizable subject lines and body content
  • Dynamic Content: Use shortcodes to automatically insert relevant quote and lead details into each email
  • Scheduled Sending: Set up automated follow-ups at optimal intervals
  • Full Control: Edit templates, timing, and messaging to match your business needs

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Accessing Workflows

  1. Click on the Workflows tab in the main left navigation
  2. This will open the predefined quote follow-up workflow
  3. From here you can:
    • Preview email templates
    • Customize message content
    • Adjust timing of follow-ups
    • Test emails before sending to leads

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Previewing Templates

Before sending any workflows to leads, you can:
  1. Click the Preview button within any workflow to see an example
  2. Select a specific quote to see exactly how shortcodes will be parsed
  3. Send a test email to your inbox for review

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Next Steps