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Operational program
·
Paving project billed
Sealcoat reminder (+24 months, April)
Running
2 steps over ~7 days
Sends from the record owner
Pause
Test send
Enrolled
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Settings
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Pause
Enrolled
6
6
Sent
0
Open rate
—
Reply rate
—
Builder
2
Enrollments
6
Rules & settings
1
In plain words
· updates as you edit
2 steps over 7 days · no sends yet
When
paving project billed
day 0
wait until April, 2 years after completion
email
task
Stops when new paving project at location.
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
Paving project billed
6 enrolled
Records enroll on their own. Locked projects are always skipped.
Wait until April, 2 years after completion
Day 0
Step 1 · Email
· day 0
Time to sealcoat
location.name
to get the best life out of your lot
from the record owner
One version
A/B test
Day 7
Step 2 · Task
· day 7
Task for salesperson if opened and no reply
Assigned to the record owner
Exit
Leaves the program when
New paving project at location
or after the last step
Edit exit rules