Flow to-dos
- 3 minute read
- Contributors
- DarkLight
Flow to-dos
- 3 minute read
- Contributors
- DarkLight
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Flow to-dos let you know when a flow step is due. They also keep you updated on flow events so you’ll be aware any time a contact or lead’s flow status changes.
You don’t have to be an opportunity owner to get these to-dos.
Flow steps
When a flow step is due for a contact or lead you're assigned to, you'll get a to-do. When creating a flow, you can choose the types of to-dos you want the flow to generate: emails, calls, LinkedIn connection requests and messages, and tasks. You can take action directly from the to-do. If a flow to-do is open for 30 days, it expires and the person is automatically removed from the flow.
Bounced
When an email bounces for any reason for a contact or lead you're assigned to in a flow, we'll generate a to-do and pause their flow. This includes hard bounces, such as invalid email address, and soft bounces, such as full recipient inbox. From this to-do, you can update their email address and resume the flow. After 30 days, anyone who is still paused in a flow will be automatically removed from the flow.
If an email bounces, we:
Automatically mark the email address as invalid
Automatically pause the person's flow
Generate a to-do for the rep to replace the email address and send again
Automatically save that new email address for the contact or lead to prevent the next email from bouncing
If your auto emails are still being sent to email addresses that are marked as invalid in Gong, contact support.
Meeting booked
When a meeting is booked with a contact or lead you're assigned to in a flow, we'll generate a to-do and pause their flow. After 30 days, anyone still paused in a flow will be automatically removed from the flow.
Response
Unlike the Gong-generated Email follow-up to-do, the Response to-do is triggered by any reply from a prospect in a flow. When someone you're assigned to who is in a flow replies via email within 14 days, we'll generate a to-do and pause their flow. This does not include automated replies. Sending an email from the to-do or marking the to-do as complete will complete the to-do, but sending an email from your email provider will not.
For Response to-dos:
Complete: removes the to-do, marks it as done, and removes the person from the flow
Dismiss: removes the to-do without marking it as done and removes the person from the flow
Resume flow: unpauses the person’s flow
Pause flow for all account contacts: pauses flows for another contact in a flow from that account
After 30 days, anyone still paused in a flow will be automatically removed from the flow.
How does automatic pausing work when someone is in multiple active flows?
For the flow to-dos “Bounced email”, “Response”, and “Meeting booked”, only the relevant flow is automatically paused. You can choose to pause all flows for that person or all flows for the entire account. Emails already scheduled to go out from another flow to that bounced address will still send to that address unless action is taken prior to the scheduled send time. If you start drafting a new message via another flow to the email address that bounced, that bounce will have marked that address as invalid. You’ll see that it’s invalid in the “To” field when when editing the draft.
What happens when someone in multiple active flows is marked as “do not contact”?
If someone unsubscribes via an unsubscribe link, they can decide whether to unsubscribe from just the relevant flow or all flows they’re currently in. They’ll be marked as “do not contact” in Gong whether they unsubscribe from one flow or all of them. If you mark someone as “do not contact” manually, the person is automatically removed from all flows they’re currently in.
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