- [VIDEO] Repeat/Loop through condition in Flows
- (New) Campaigns Interface
- Assigning Activities to Workgroups in Epic via Pathway Flows
- Coverage Advisor – Overview and Setup
- eDelivery filter setup
- Flow Chip options
- Flow Triggers
- Flows - Consent Type - Marketing vs Transactional
- Flows - Renewal setups
- Flows Actions write back - Activities / Abeyances / Suspenses / Tasks / Client log / Memo
- How to create Folders in Flows
- How to display multiple policies - List Merge Tag feature
- How To Save Templates in Flows
- How to setup Agency Bill Renewal edelivery
- How to transfer old workflow to the new Flow system?
- How to translate BMS fields into Pathway filters
- Policy Premium Increase
- Pre-renewal filter setup
- Setting up an Online review campaign
- Understanding document delivery in PW
- Understanding the difference between Filters and Triggers
- Welcome Email Campaign
- What is the difference between manual email blast and automated campaign?
Flows
A user-friendly method to build lasting connections with your prospects and clients. With Flows, you can seamlessly move them through the customer journey, sharing the right information at the right time.