Focus: The focus of this public FAQ/Self Help guide is to provide you an overview and details about building Cliently flows with Tasks action.

What are Cliently Flows?: A flow is a list of items based upon “actions” that were added. For Example: Send email, wait 1 day, Send Video message, wait 2 days, Send postcard. (Per Action) Email, etc… Learn more about using Cliently flows by checking out our overview.

What is a Task Action? A Task action is an item you can add to your flow to designate an event that needs to take place to increase engagement, and must be manually performed and marked as complete in the system. You can add LinkedIn, Phone Call and Other tasks. Tasks can be added at any step in your flow. When the Task action is triggered, you will receive an in-app notification in your Tasks sidebar about the event. Please note: For all tasks, you must “complete” the task in the system in order for the next action in the flow to process.

Instant Action with Tasks - Please Note: With this action, you can also perform an “Instant Action” and send out a Tasks, WITHOUT adding to a flow. Click here to learn more.

Step 1: Reviewing a flow to that includes Task action. In our example below, a flow that has been created with a Email Action, Time Delay (2 days) and a Video Message action. We will be adding a “Task” action to the end of our flow.

Pro-Tip: You can click-hold using your mouse over the left side actions to move them up and down to modify the sequence of the actions.

Step 2: Flow Settings - Using the “Gear” icon to access the flow settings.

Step 2-A: “Stop Workflow if engagement” is made via: Phone Call. If you are using the Phone Call task, you can also enable this to stop the flow if you choose “Demo Booked” or  “Not Interested” when completing the call. This is a great way to manage your tasks and flows for your contacts/leads.

Step 3: Adding a task action. Next, we have added the task action. Below are the different examples of “Tasks’ you can add.

Step 3-A: LinkedIn Tasks. With the LinkedIn Tasks, you can add them to your flow to “Connect” or “Message”. The Connect option provides you the opportunity to establish a connection with a potential prospect, while also allowing you to send a message to start the conversation. The Message option can be helpful in a case where you may want to start a conversation at a later date from the initial connect, return to the previous conversation at a later date, or perhaps open up dialogue for a different reason altogether. 

Step 3-B: Phone Tasks. Phone tasks can be added and used to set up reminders to place a call to your contacts. This task can include a Call Subject, Goal of Call, Qualifiers, Scripts and Notes sections. This can give the caller important information regarding the call purpose and provide a helpful guideline for qualifying the lead and scripting what to say for both a call or for a voicemail. 

Step 3-C: Other Tasks Other tasks can also be used to set up reminders and appointments. Options include: “Email, Meeting, Other”. This is a helpful tool to pause your flows until an email has been sent (typically outside of the flow cadence), a meeting has been booked, or a custom reminder has been completed. With all 3 options, you will have the ability to add notes that will be available upon the Task’s due date.  

When adding tasks, always be sure to “Save” the action once it has been added to the flow.

Step 4: Completing Tasks
If you have any Tasks that need to be completed, you will see a notification in the “Tasks” sidebar, located in the top right corner of your My Clients screen. 

You can complete the task(s) inside of the contact’s card, via the Task button to the right of their data.

Step 4-A: Completing a Task (email/meeting/other) When clicked it will take you into that Contact Card to update your task.  Click on “Due” and change to completed. Fill out the remaining fields and click Complete.

Step 4-B: Completing a Phone Call Task From the Task sidebar, you will click the CALL button provided. This will launch the lead’s card, as well as the pop-up to allow you to complete the task. From this view, you will be able to see their contact phone number. You will need to click on the dropdown in the pop-up to change the status from “Due” to “Completed”. You can then place the call, using any pre-populated data (Call Subject, Goal of Call, Qualifiers, Script and Notes). You can also add any notes from the call in the additional Notes section provided. You’ll then need to scroll down to view and select the Call Disposition. You will find that a Disposition must be selected in order to complete the Phone Call Task. Once done, you can then click the “Completed” button at the bottom of the pop-up. This will remove the Task from your sidebar and log any notes and disposition entered for this contact in their Timeline. 

Select a Call Disposition in order to Complete the task.

Step 4-C: Completing a LinkedIn Task Connect or Message From the Task sidebar, you will click the CONNECT button or the MESSAGE button, depending on the particular task you have for this contact. This will launch the lead’s card, as well as the pop-up to allow you to complete the task. You will need to click on the dropdown in the pop-up to change the status from “Due” to “Completed”. 

CONNECT A Connect will give you the option to copy the message you have created to send with your connection, including autofill {tokens}. Once you have copied your message, via the COPY button provided, you will click the CONNECT button. This will launch the LinkedIn site, going to your home page if you are already logged in or to the sign-in page if you are not. From there, you will search for the contact in the LinkedIn database. Once you have found your contact, you will click the Connect button in their profile and select the message option. You’ll paste your message and finish by clicking the send button. You will then return to the Cliently app to mark the Task as Completed. This will remove the task from your sidebar and log the activity in the lead’s Timeline. 

MESSAGE A Message will give you the ability to copy the message you have created to send to your contacts, including autofill {tokens}. Once you have copied your message, via the COPY button provided, you will click the SEND MESSAGES button. This will launch the LinkedIn site, going to your home page if you are already logged in or to the sign-in page if you are not. From there, you will search for the contact in the LinkedIn database. Once you have found your contact, you will click the Message button in their profile. You’ll paste your message in the chat window and finish by clicking the Send button. You will then return to the Cliently app to mark the Task as Completed. This will remove the task from your sidebar and log the activity in the lead’s Timeline. 

Example showing Completing a LinkedIn - Connect

Example showing Completing a LinkedIn - Message

Step 5: Task Completed… Review in the timeline. Once the task has been completed, the completed task will show up in the contact card timeline. Example below:

Tasks can also be quickly completed via the new Dashboard

Need Help? If you need any help with Cliently Flows – Tasks, please login to your Cliently Account and click on the red “Help/Chat” icon found on the bottom right side of your account.

Did this answer your question?