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The CRM (Customer Relationship Management) is your database of all of your contacts, clients or customers. It can contain your mailing list, or lists of leads gathered through social media and your website. Learn how to organise and manage your list to ensure everyone who interacts with your business gets the same great experience.
Merge fields personalise your emails, SMS, and forms by inserting contact information automatically. Instead of “Hi there”, send “Hi Sarah”. Instead of generic content, send personalised content based on what you know about each contact.
Learn how to create forms and surveys in Flow. Perfect for collecting new enquiries, gathering feedback or selling products, forms and surveys can make the process quicker, easier and far more organised.
Automations are the backbone of any efficient business system and one of the most important to master. In Flow, automations allow you to create intelligent workflows that respond to customer actions automatically, eliminating repetitive manual work and saving you tonnes of time. Once you master automations, your business can operate 24/7 without requiring constant oversight.