FSG
6
MP
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6
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7
Tasks
Projects
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Operational program
·
Project work complete
Client rating & referral
Running
2 steps over ~1 days
Sends from the record owner
Pause
Test send
Enrolled
Duplicate
Settings
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Pause
Enrolled
1
1
Sent
38
Open rate
79%
Reply rate
45%
No exit rules.
People stay enrolled even after they reply.
Add exit rules
Builder
2
Enrollments
1
Rules & settings
0
In plain words
· updates as you edit
2 steps over 1 days · 45% reply overall
When
project work complete
day 0
wait 1 day
email
branch
Runs to the last step —
add an exit rule
.
Ends with a branch: ≤3 → task for Dean + owner · two 5s in 12 months → testimonial / Google review ask.
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.
Wait 1 day
business days
Day 1
Step 1 · Email
· day 1
How did we do? (one-click 1–5 stars)
from the record owner
Sent
3
8
38
Opened
79%
3
0
30
Replied
45%
1
7
17
One version
A/B test
Day 1
Step 2 · Branch
· day 1
≤3 → task for Dean + owner · two 5s in 12 months → testimonial / Google review ask
Yes → exit or hand off
No → keep going
Exit
Leaves the program when
Runs to the last step — no exit rules
Edit exit rules