When you sign up for BridalLive, your account comes with a few default Smart Flows that are already setup in your account for you. You can find the default steps for those below:
New Bridal Appointment
Name: New Bridal Appointment
Status: Active
Triggered By: Appointment Added
Appt. Type: Bridal Appointment
Steps in this smart flow:
Step #1: Send Email
Email Template - Appointment Confirmation
Delivery Timing - 0 days After Today
Selected Upon Pop Up - Yes
Can Be Unchecked - Yes
Step #2: Send Email
Email Template - Appointment Reminder
Delivery Timing - 1 days Before Appointment Date
Selected Upon Pop Up - Yes
Can Be Unchecked - Yes
Bridal Appointment Completed
Name: Bridal Appointment Completed
Status: Active
Triggered By: Appointment Completed
Appt. Type: Bridal Appointment
Steps in this smart flow:
Step #1: Send Email
Email Template - Feedback Request
Delivery Timing - 0 days After Today
Selected Upon Pop Up - Yes
Can Be Unchecked - Yes
Step #2: System Action
System Action - Assign to Category
Category - Brides - Not Purchased
Selected Upon Pop Up - No
Can Be Unchecked - Yes
Step #3: Create Task
Task Type - Follow Up
Description - Follow Up Call - Did Not Purchase
Task Priority-Medium
Associate - Logged-in Associate
Due Date - 7 days After Today
Associate With Contact - Yes
Selected Upon Pop Up - No
Can Be Unchecked - Yes
Bridal Gown Sold
Name: Bridal Gown Sold
Status: Active
Triggered By: POS Transaction Created
Department: Bridal Gowns
Steps in this smart flow:
Step #1: System Action
System Action - Assign to Category
Category - Brides - Purchased
Selected Upon Pop Up - Yes
Can Be Unchecked - Yes
Step #2: Send Email
Email Template - Receipt Template
Delivery Timing - 0 days After Today
Selected Upon Pop Up - No
Can Be Unchecked - Yes
You can locate all of the default email templates from BridalLive here.