Flows
Understand how Flows automate emails, tasks, and reminders and how available Flows are shared across your organization.
Flows automate a sequence of emails, tasks, and reminders to help you follow up with contacts consistently. You can use an available Flow or create your own follow-up plan for buyers, sellers, leads, past clients, and other audiences.
Open Flows
Sign in to Rechat.
Hover over Marketing from the main navigation.
Select Flows from the submenu.
The Flows page displays each Flow available to your account, including its:
Name
Description
Number of enrolled contacts
Available actions
Select a Flow to review its steps and enrolled contacts.
Understand the Flows available to you
The Flows shown in your account may have been created by:
Rechat: Rechat-provided Flows may be made available through your brokerage.
Your brokerage: Flows created at the Brand or Root level automatically become available to the appropriate accounts beneath them.
You: Flows you create belong to your account and are not accessible to other agents.
The selection available to you may differ from what is shown in this guide.
Work with an inherited Flow
Agents cannot directly change or delete an inherited Rechat- or brokerage-provided Flow. This protects the original Flow from being changed for everyone else.
To customize an inherited Flow, duplicate it. The copy belongs to your account and can be edited without affecting the original.
What can a Flow include?
A Flow can contain four types of steps:
Step
What it does
Automated Marketing Email
Sends a designed email using a Marketing Center template
Automated Simple Email
Sends a direct, text-focused email using a Simple Email template
Reminder
Adds a reminder to the Calendar in People Center
Task
Adds an item to the Task list in People Center
Steps can be scheduled for the same day, relative to another event, or before or after a date saved in the contact’s profile.
For complete instructions, see Create and Manage a Flow.
How can contacts enter a Flow?
Contacts can be enrolled in several ways:
Individually from a contact profile
In bulk from the People page
Automatically through a Lead Routing rule
You can begin a Flow immediately or schedule it to start on a future date.
For complete instructions, see Enroll Contacts in a Flow.
Review enrolled contacts
Open a Flow and select the Contacts tab to see the contacts currently enrolled.
From this tab, you can:
See the enrolled-contact count
Review each contact’s name and contact information
Stop the Flow for one contact
Stop the Flow for all enrolled contacts
Stopping an enrollment prevents steps that have not yet been generated. Tasks and reminders already created in People Center remain in place.
Monitor Flow activity
Open Marketing > Insight to review contact activity associated with a Flow.
On the Activities tab, use the enrollment filter to select a specific Flow. You can also apply a date range to narrow the results.
What happens when a Flow ends?
A Flow ends after its final step is completed.
Rechat does not automatically restart the Flow or enroll the contact in another Flow. If another follow-up sequence is needed, the contact must be enrolled separately or qualify through an applicable Lead Routing rule.
Choose what you want to do
Create and Manage a Flow: Create a Flow, configure its steps, edit it, or duplicate an existing Flow.
Enroll Contacts in a Flow: Enroll contacts individually, in bulk, or through Lead Routing and manage active enrollments.
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