In this article, we'll explore Workflow Recipes and how they simplify the process of creating workflows in Advisor's Growth.
When setting up a new workflow in the Workflow Builder, you can either start from scratch or choose from a variety of pre-built templates called "Recipes." These templates provide a head start, saving you time while offering the flexibility to customize them to meet your specific needs.
Getting Started with Workflow Recipes
After clicking the "Create Workflow" button, you’ll be presented with two options:
Start from a Recipe.
Start from Scratch.
How to Use Workflow Recipes
Navigate to the Automation section and click "Create Workflow."
From the dropdown menu, select "Recipe" or "Start from Scratch."
By selecting a Recipe, you’ll access pre-built templates that can be customized as needed. Even after choosing a template, you’re free to adjust, add, or remove any features to match your use case.
Available Workflow Recipes
Here’s a selection of some popular Workflow Recipes you can use:
Appointment Booking: Identify intent from customer responses and send a booking link or manual SMS to guide their decision.
Appointment Confirmation + Reminder: Automates appointment confirmations and reminders.
Appointment Confirmation + Reminder + Survey + Review Request: For new appointments, send confirmations, reminders, surveys, and review requests (if the feedback is positive).
Auto Missed Call Text-Back: Automatically responds to missed calls and alerts the assigned user for follow-up.
Birthday Template: Create a workflow for birthday promotions.
Email Drip Sequence: Drip a series of emails over time, with automated follow-ups for unopened emails.
FAQ Auto Reply: Automate responses to frequently asked questions across SMS, Facebook, Instagram, and Google Chat.
FB Messenger: Manage inbound Facebook messages, respond, and prompt the lead to share their phone number after 30 minutes.
Fast 5 Lite: Nurture new leads with emails, SMS, calls, and voicemail drops—all within five minutes.
Fast Five: The ultimate workflow to engage new leads within the first five minutes.
GMB Business Message: Auto-respond to Google Business Messages and notify your team.
List Reactivation: Reactivate contacts using AI filters to identify positive responses.
Long-Term Nurture/Reactivation Email Sequence: Keep contacts engaged with long-term nurturing.
Send Review Request: Automatically send review requests when opportunities are won or appointments are marked as "showed."
Webinar Registration Confirmation & Reminders: Set up confirmation and reminder workflows for webinars.
IVR: Create an IVR workflow that guides callers through various service options, leaving messages, or connecting with your team.
No-Show Nurture: Recover missed appointments with a tailored nurture sequence.
Applying a Workflow Recipe
Choose your Recipe from the available options.
Once selected, click "+Create new workflow" to load the template into the Workflow Builder.
Customize the workflow as needed.
Click "Save" to preserve your changes.
Toggle the workflow from Draft to Published mode when ready.
FAQs on Workflow Recipes
Q1: What are Workflow Recipes?
A1: Workflow Recipes are pre-built templates that help you create workflows quickly by offering a ready-to-use structure for common processes. They are fully customizable to meet your specific requirements.
Q2: How do I start creating a new Workflow?
A2: You can start by clicking "Create Workflow" in the Automation section and choosing either "Recipe" or "Start from Scratch" from the dropdown menu.
Q3: What do I do if I want to use a Recipe?
A3: Select "Recipe" from the dropdown menu, browse the list, and choose one that fits your needs. Then click "+Create new workflow" to apply it.
Q4: Can I modify a Recipe?
A4: Yes, every Recipe can be customized. You can add or remove features to tailor it to your specific use case.
Q5: What are some available Workflow Recipes?
A5: Examples include Appointment Booking, Auto Missed Call Text-Back, FAQ Auto Reply, Email Drip Sequence, and many more.
Q6: How do I apply a Recipe to a Workflow?
A6: Choose a Recipe, click "+Create new workflow", and the template will load in the Workflow Builder. Make your customizations, save your changes, and toggle the Workflow to Published mode.