Follow Up Template App & Flows

You can implement a system in Podio to automate follow-up sequences, using pre-built templates for SMS and email with dynamic content replacement (e.g., names, dates).

To do so, you can use a 'Contacts' App and a 'Templates' App in Podio, combined with flows in Podio Workflow Automation (PWA), to send personalized SMS or email messages dynamically.

Example:

1. From your 'Contacts' App, add a category field for "Start Sequence" and a hidden date field for "Sequence Started".
2. In your 'Templates' add fields for the communication
   1. Communication name
   2. Type (SMS, Email, etc)
   3. Subject Line
   4. Body
3. Create a flow to update the "Sequence Started" date to the current date when the "Start Sequence" button is clicked.
   1. With the current date now set, you can leverage additional workflows to call your templates at specific date intervals.
4. You will need a "By Date" flow for each of the follow up sequence steps you wish to send.
5. You will also want a mechanism to stop or pause the sequences if the Contact status changes, if the contact responds, etc.

Template Token Replacement - str_replace("[Date]", [(Variable) date],)