Flows | Cliently Help Center

Flows

Learn about all the actions you can add to your Cliently flows to communicate with your contacts

11 articles in this collection
Written by James M

How do I update the Global flow content to automatically update in your contact flows?

Learn more about updating your global flows and which actions can be updated in masse for contact (assigned) flows.

Written by James M
Updated over a week ago

Cliently Flows - Flow content tips and tricks to avoid Spam

Learn tips and tricks to reduce your chance of your Cliently emails being flagged as Spam.

Written by James M
Updated over a week ago

How to setup public or private flows for your Cliently account.

Learn more about Cliently Flows and user level permissions.

Written by James M
Updated over a week ago

How to copy/clone a Global Flow in Cliently

Learn how to copy/clone a global flow in your Cliently account.

Written by James M
Updated over a week ago

How to send emails from Cliently

Learn how to setup email actions, add to them to your flows and start contacting your contacts

Written by James M
Updated over a week ago

How to take advantage of the Video Message feature

Learn how to setup, capture video and send video messages to your contacts

Written by James M
Updated over a week ago

How Cliently’s Postcards work

Learn how to setup and send customized Postcards to your contacts

Written by James M
Updated over a week ago

How to build a Handwritten Note action for your Cliently Flows

Learn how to create and setup Handwritten notes to send out to your Cliently contacts/leads!

Written by James M
Updated over a week ago

How to build a Gift action for your Cliently Flows

Learn how to create and setup gifts to send out to your Cliently contacts/leads!

Written by James M
Updated over a week ago

How to build a Tasks action into your Flow

Learn how to set up Task actions (LinkedIn Connect/Message, Phone Call and Other tasks) in your flows and complete them in the Cliently app

Written by James M
Updated over a week ago

How to build an Time Delay action into a Flow

Learn how to add time delays to your flows to separate actions

Written by James M
Updated over a week ago