How to create a salesflow in ZoomInfo Engage
Leni Vasquez
|
29 steps
|
3 minutes
Zoominfo
Ada
This Scribe guide will show you how to create a sales cadence (salesflow) in ZoomInfo Engage.
1
Navigate to [https://engage-app.zoominfo.com/#/app/home-page/v2](https://engage-app.zoominfo.com/#/app/home-page/v2)
2
Click "Salesflows"
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Click "New"
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Click "Salesflow"
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Click here.
Adding emails to your Salesflow
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Click "Salesflow Name" and add the name.
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If you would like you can click "Add/Remove Tag" to categorize your salesflow.
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Click "Save and Add a Step"
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Click "Select a specific time block (your time zone)" (This is where you select what time the email should be sent out at)
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Click "When a call is logged with the result of" and make your selection. Click "When a call is logged with the sentiment of" and make your selection.
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Click here to show what days from the week your emails should go out.
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Click "Next"
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Click the "Enter Template Name" field. Click "New Template"
Alert! If you have already created a template don't click "New Template" instead look for your email template and click on that.
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Click the "Type Subject" field and add your title.
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Click here and add the content to your email.
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Once you are happy with your email click "Preview." And you can also click "Send Email to Yourself" to see how your prospect will receive the the email.
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Click "Save Template"
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Click the "Template Name" field.
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Add the name of your email template.
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Click "Private" if you would like to keep the email only visible to you or "Shared" if you would like everyone on your team to see it.
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Click "Add Tag" if you would like to take your email. (Optional)
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Click here. Click "Select a specific time block on the 1st day (your time zone)" Click "Schedule Salesflow on specific days of week" Click "Save and add step"
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Click "Save"
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Click "Save and add step"
Alert! If you would like to add more email templates to your cadence then click "Save and add step" and follow the same workflow as this email. Once you are complete you click "Finish"
Adding extra steps to your Salesflow
25
Add extra steps to your salesflow by clicking into it.
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Click "Add Step"
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Click your desired extra step for example phone call.
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You can rearrange your steps by clicking and dragging the steps.
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You are done!! 🥳 Congrats on your salesflow.
