Work through flow to-dos

Who can use this: Any team member

Available on: Gong Engage

Ideal for: Sales rep

Flow to-dos appear when a flow step is due for a contact or lead you are assigned to, or when a flow outcome requires your attention. The to-do type tells you what action to take.

Notes:

• Flow-generated to-dos expire after 120 days by default. When a flow to-do expires, it is dismissed and the person is removed from the flow.

• Email response, Email bounced, and Meeting booked to-dos expire after 30 days. If one expires while the flow is still paused, the person is removed from the flow.

• The person also leaves the flow when the Email response to-do is completed, dismissed, or deleted, and only if the flow is still paused.

• An out of office response with a return date snoozes the to-do until that date.

• You do not need to be an opportunity owner to receive flow to-dos.

Flow step to-dos

Flow step to-dos prompt you to complete the next scheduled action in a flow. When you complete a step, the next step is generated automatically.

Manual email

A flow manual email step prompts you to draft and send a personalized email to a contact.

To complete a manual email step:

1. From the left sidebar, click To-dos.

2. Click the to-do to open it.

3. Click Write email to open the Gong email composer.

4. Write the email and send it.

Auto email

Review and edit an auto email before it sends at its scheduled time, or send it immediately if you do not want to wait. Auto email to-dos appear under the All and Flows tabs.

To review or send an auto email step:

1. From the left sidebar, click To-dos.

2. Hover over the auto email to-do.

3. Click Edit Auto Email to open the email composer.

4. Choose what you want to do:

   • Edit before it sends: Edit the body or change the scheduled send time, then click Save changes.

   • Send immediately: Click Send now.

Note:

If an auto email fails to send, it appears under Flow errors. Learn more about troubleshooting flow to-do errors.

Call

Call the contact when a flow call step comes due.

To complete a call step:

1. From the left sidebar, click To-dos.

2. Click the to-do to open it.

3. Click Call to open the Gong Dialer.

4. Make the call.

5. When done, click Complete step.

Note:

You can make call attempts without marking the to-do as complete and return to the open to-do later.

LinkedIn message

LinkedIn message steps prompt you to send a direct message to a contact on LinkedIn. LinkedIn Sales Navigator Advanced Plus is required.

To send a LinkedIn message:

1. From the left sidebar, click To-dos.

2. Click the to-do to open it.

3. Copy the message from the Script section of the to-do window and paste it into the LinkedIn message box.

4. Send the message from LinkedIn.

Note:

If you do not have a LinkedIn Sales Navigator license, mark the step as complete to advance the flow.

Text formatting is not supported in LinkedIn messages. Your admin must connect LinkedIn Sales Navigator to Gong before you can send from Gong.

LinkedIn connection request

Send a connection request to a contact on LinkedIn when a flow reaches a LinkedIn connection request step. LinkedIn Sales Navigator Advanced Plus is required.

To send a LinkedIn connection request:

1. From the left sidebar, click To-dos.

2. Click the to-do to open it.

3. Add a message to the connection request.
   Note: The request will not send if the message box is blank.

4. Send the request from LinkedIn.

Note:

If you do not have a LinkedIn Sales Navigator license, mark the step as complete to advance the flow.

Text formatting is not supported in LinkedIn connection requests. Your admin must connect LinkedIn Sales Navigator to Gong before you can send from Gong.

Task

A flow task step describes a custom action for you to complete.

To complete a task step:

1. From the left sidebar, click To-dos.

2. Complete the task described in the to-do.

3. Click Mark as complete.

Start a flow to-do

This to-do appears when you are the flow assignee for a company flow that uses an automation rule to find contacts, and the rule returns more than one contact or no contacts at all. Select the contact or contacts from the relevant account to add to the flow.

Flow outcome to-dos

When a significant event happens for a contact or lead in your flow, Gong pauses their flow and generates an outcome to-do for you to handle.

Meeting booked

A Meeting booked to-do is generated when a meeting is scheduled with a contact or lead in your flow. Their flow is paused until you resume it. The expiration rule in the Notes at the top of this article applies.

From this to-do, you can:

• Click Resume flow to unpause their flow and continue from the next step.

• Click Remove contact from flow to stop the flow for this person.

Note:

You cannot change the due date of a Meeting booked to-do when the meeting is tomorrow.

Response

When a prospect in your flow replies to an email within 14 days, Gong generates a Response to-do. Automated replies do not trigger this to-do. Their flow is paused until you take action. The Notes at the top of this article explain when the person leaves the flow.

From this to-do, you can:

• Complete: Marks the to-do as done.

• Dismiss: Closes the to-do without marking it as done.

• Skip: Advances to the next step in the flow.

• Resume flow: Unpauses the flow without completing or dismissing the to-do.

• Pause flow for all account contacts: Pauses flows for other contacts at the same account who are also in a flow.

Skip step and Remove from flow

These two actions have different outcomes. Understanding the difference helps you avoid accidentally ending a contact's flow.

• Skip step: The current step is dismissed and the contact or lead advances to the next step. They remain in the flow.

• Remove from flow: The person is removed from the flow entirely. No further steps are generated for them.

Frequently asked questions