Creating an Engagement Flow

Hushly Engagement Flow helps to connect with more prospects while also capturing every interaction that occurs in between the flow. This document will assist you to understand how to create an Engagement Flow.

To create an engagement flow, follow the below steps:

1. From Left Nav Menu, click ABM > Engagement Flows.     
2. On the Engagement Flows page, click New Engagement Flow.   
3. In the Add Engagement Flow window, enter a Name for the Engagement Flow.       
4. Select the Default Account Rep from the drop-down list.
   Note: Account Reps who are linked to an email provider will be listed in the drop-down list. Read here to connect an email provider.
               
5. The "Remove Visitors from this Engagement Flow" option is based on how the visitors will exit the engagement flow, optionally, select either one or both of the below actions.
   • When a prospect replies to the Engagement Flow's email, the visitor will be removed from the engagement flow.
     
     
   • When a prospect clicks on the tracked hyperlink in the Engagement Flow's email, the visitor will be removed from the engagement flow.
              
6. Click Save.   
7. The new engagement flow detail page along with the confirmation message of the engagement flow being saved is displayed.

Next Topic:

Adding Steps to the Engagement Flow