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Operational program
·
Project work complete
Owner post-completion call
Running
1 steps over ~1 days
Sends from the record owner
Pause
Test send
Enrolled
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Settings
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Pause
Enrolled
1
1
Sent
0
Open rate
—
Reply rate
—
No exit rules.
People stay enrolled even after they reply.
Add exit rules
Builder
1
Enrollments
1
Rules & settings
0
In plain words
· updates as you edit
1 step over 1 days · no sends yet
When
project work complete
day 0
task
Runs to the last step —
add an exit rule
.
No sends yet — a test send fills the first message with real data from project 23239.
Test send to me
Flow
read top to bottom · hover between steps to add one
Add step
Start
Starts when
Project work complete
1 enrolled
Records enroll on their own. Locked projects are always skipped.
Day 1
Step 1 · Task
· day 1
Task for Dean: call
contact
about
project.number
Assigned to the record owner
Exit
Leaves the program when
Runs to the last step — no exit rules
Edit exit rules