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Operational program
·
Work order accepted without date
Schedule-date ask
Running
3 steps over ~6 days
Sends from the record owner
Pause
Test send
Enrolled
Duplicate
Settings
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Pause
Enrolled
3
3
Sent
0
Open rate
—
Reply rate
—
Builder
3
Enrollments
3
Rules & settings
1
In plain words
· updates as you edit
3 steps over 6 days · no sends yet
When
work order accepted without date
day 0
wait 3 days
email
wait 3 days
text
branch
Stops when scheduled date provided.
No sends yet — a test send fills the first message with real data from project 23239.
Ends with a branch: repeat every 3 days until date exists.
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
Work order accepted without date
3 enrolled
Records enroll on their own. Locked projects are always skipped.
Wait 3 days
business days
Day 3
Step 1 · Email
· day 3
What's the scheduled date for
wo.number
? (date picker link)
from the record owner
One version
A/B test
Wait 3 days
business days
Day 6
Step 2 · Text
· day 6
SMS: reply with a date for
wo.number
From (262) 336-0420 · opted-in contacts only
Day 6
Step 3 · Branch
· day 6
Repeat every 3 days until date exists
Yes → exit or hand off
No → keep going
Exit
Leaves the program when
Scheduled date provided
or after the last step
Edit exit rules