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Operational program
·
Vendor quote requested
RFQ follow-up (vendors)
Running
3 steps over ~6 days
Sends from the record owner
Pause
Test send
Enrolled
Duplicate
Settings
More
Pause
Enrolled
4
4
Sent
61
Open rate
79%
Reply rate
48%
Builder
3
Enrollments
4
Rules & settings
3
In plain words
· updates as you edit
3 steps over 6 days · 48% reply overall
When
vendor quote requested
day 0
wait 2 days
email
wait 2 days
text
call task
Stops when quote received, vendor declines or section removed.
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
Vendor quote requested
4 enrolled
Records enroll on their own. Locked projects are always skipped.
Wait 2 days
business days
Day 2
Step 1 · Email
· day 2
Reminder: quote for
project.number
—
section.title
from the record owner
Sent
6
1
61
Opened
79%
4
8
48
Replied
48%
2
9
29
One version
A/B test
Wait 2 days
business days
Day 4
Step 2 · Text
· day 4
SMS: still need your number on
project.number
— reply with amount or call Morgan
From (262) 336-0420 · opted-in contacts only
Day 6
Step 3 · Call task
· day 6
Task: call vendor
Lands in the power-dialer queue
Exit
Leaves the program when
Quote received
Vendor declines
Section removed
or after the last step
Edit exit rules