FSG
6
MP
Search or ask…
⌘
K
Ask
6
New
Home
6
Inbox
7
Tasks
Projects
More
Operational program
·
COI expires in 30 days
COI renewal
Running
4 steps over ~23 days
Sends from the record owner
Pause
Test send
Enrolled
Duplicate
Settings
More
Pause
Enrolled
2
2
Sent
0
Open rate
—
Reply rate
—
Builder
4
Enrollments
2
Rules & settings
1
In plain words
· updates as you edit
4 steps over 23 days · no sends yet
When
cOI expires in 30 days
day 0
email
wait 16 days
email
wait 7 days
text
notify
Stops when new COI received.
No sends yet — a test send fills the first message with real data from project 23239.
Texts only go to opted-in contacts; replies of 1, 2 or 3 are handled for you.
Test send to me
Flow
read top to bottom · hover between steps to add one
Add step
Start
Starts when
COI expires in 30 days
2 enrolled
Records enroll on their own. Locked projects are always skipped.
Day 0
Step 1 · Email
· day 0
30 days: certificate expiring — please send renewal
from the record owner
One version
A/B test
Wait 16 days
business days
Day 16
Step 2 · Email
· day 16
14 days: reminder to vendor + insurance agent
from the record owner
One version
A/B test
Wait 7 days
business days
Day 23
Step 3 · Text
· day 23
7 days: SMS reminder
From (262) 336-0420 · opted-in contacts only
Day 23
Step 4 · Notify
· day 23
On lapse: status → COI lapsed, notify Morgan, block new WOs
In-app and push
Exit
Leaves the program when
New COI received
or after the last step
Edit exit rules