Basics of Flow

Trigger is an essential part of the Automation Flow which drives the Flow. Trigger Menu is where you can edit the name of the Flow and Add a Trigger.

Wait For Amount of Time

You can find this item in the Logic Section and is basically used for many things such as sending the Customer a New Year Greeting SMS/Email, Scheduled Meeting, Birthday wishes or anything else. It can be used for multiple scenarios but in this case we are using for a greeting message or wishing New Year.

Save & Send SMS/Email

When you have completed the Wait for Amount of Time Step you can send the SMS or an Email. This will send the customer a New Year Wish on the specific date.

Assigning the Flow to the Contact

Once the Flow is created you need to assign the Flow to Contacts. At the moment we don’t have a specific Trigger for such events or Wishing Happy New New Year so in this case you need to assign the contacts manually to the Flow.