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Get started0 of 8 done · about 13 min left
FSG
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Operational program·Project work complete

Owner post-completion call

Running1 steps over ~1 daysSends from the record owner
Enrolled
1
Sent
0
Open rate
—
Reply rate
—
No exit rules. People stay enrolled even after they reply.
In plain words· updates as you edit

1 step over 1 days · no sends yet

Whenproject work completeday 0

Runs to the last step — .

  • No sends yet — a test send fills the first message with real data from project 23239.

Flow

read top to bottom · hover between steps to add one
  1. Start
    Starts when
    Project work complete1 enrolled
    Records enroll on their own. Locked projects are always skipped.
  2. Day 1
  3. Exit
    Leaves the program when
    Runs to the last step — no exit rules

Performance

all sends to date
Sent
0
 
Opened
0
 
Replied
0
 

Numbers appear after the first sends.

Exit rules

0enrollment ends when any fires
Runs to the last step unless someone is unenrolled by hand.
Suggested

Enrolled now

1

Enrolled on work orders, vendors or sites.