Flows
Within your BodyShop Booster account, you can create a Workflow to streamline the sales process and lighten your CSR’s workload. This feature allows you to bundle multiple actions into a single, cohesive Flow for the customer, rather than sending them one by one. Here’s how you can use it:
Examples of Workflow options:
- Send the Estimate along with an E-sign form.
- Send the Estimate with a sales video and an E-sign form.
- Bundle the Estimate, sales video, E-sign form, additional services, and give the customer the option to book on your repair calendar.
This flexibility allows you to include as many or as few steps as needed to create a seamless, efficient process for both your team and the customer.
Here is a quick video of how to add a new flow.
To learn how to use flows, please click here.
Example of an Estimate Sales Flow:
Add Flow
Flow Title: Your Estimate details
SMS message: Hi #First Name, please use the link below to review and approve your estimate.
Subject: Estimate for your approval.
Message:
Hi #First Name,
Please use the link below to review and approve your estimate.
Thank you
Configure the flow:
Drag the modules you want into the Flow Builder
Send Video: ALL Brands*
Send Estimate: The system will choose the current estimate to send
Send E-Sign Form: Default E-Sign Form*
Save
You can choose to add any video you have uploaded, or feel free to pick one of our Sales videos from the list provided.
You can choose any E-Sign form (if you have created some); otherwise, the default will be the only one available.
Below is a step-by-step walkthrough for adding Flows:
Adding Workflows to Booster
1. Double click here
2. Log into your Admin
3. Click here
4. Click on Flows
5. Click Add New
6. Give the Flow a Name
7. Add a description
8. Add a Flow title
9. Add your SMS content
10. Add your Email subject
11. Add your Email content
12. Click Continue
13. Drag your flow elements/modules into the Flow builder
14. Update any modules with the proper forms, up sales, calendar links etc
15. You can also choose to Require the customer to book on the calendar (this is optional)
16. Click Save
