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Setting up your first flow in the First Touch web app is a straightforward process. This guide will walk you through each step, from navigating to the Flows section to publishing your flow and understanding what happens next. Follow the steps below to create an automated multi-step outreach Flow that can include emails, calls, LinkedIn tasks, delays, and more.

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Creating the Flow

Access the Flows Section

Log in to your First Touch web app account. Look at the left-hand sidebar navigation menu and click on the Flows section.This will open the Flows dashboard, where you can see any existing flows and create new ones.

Create and Name Your Flow

Click the Create Flow (or “+ New Flow”) button. A dialog will prompt you to name your flow.Choose a descriptive name, such as “New Customer Onboarding Flow” or “Q4 Outbound Sequence,” then click Create. You will be taken to the flow editor canvas.

Add Steps

Click the Add Step or + icon within the flow editor. You can select from several types of outreach actions:
  • Email: An automated email sent to the prospect. You can draft content or select a template.
  • Call: A task reminding you (or a team member) to phone the prospect. You can include scripts or notes.
  • LinkedIn Task: A manual task to send connection requests or messages (e.g., “Send connection request with note”).
  • Delay: A waiting period (e.g., 2 days) between steps to spread out your outreach.

Configure Step Details

For each step, fill in the necessary details:
  • Email: Write the subject line/body and use merge fields (e.g., {{first_name}}) for personalization.
  • Tasks: Write clear instructions for the rep executing the task.
  • Order: Continue adding steps to build your sequence (e.g., Email → Delay → LinkedIn → Delay → Call).

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Configure Delays and Approval Settings

Fine-tuning the timing and automation level is crucial for a natural outreach cadence.

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Set Delays Between Steps

Proper spacing is important. Use Delay steps to specify the wait time (in hours or days) between actions.
  • Example: Set a 2-day delay after the first email before generating a call task.

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Auto-Send vs. Manual Approval

For Email steps, you must decide how they are sent:
  • Auto-Send: The system sends the email automatically at the scheduled time without intervention. Best for scalable, standard outreach.
  • Manual Approval: The system creates a task for you to review the email before it sends. This allows you to highly personalize the message for each prospect before clicking “Send.”
Note on Manual Tasks: Steps like Calls or LinkedIn actions are inherently manual. They will always generate a task in the system for you to complete; they do not execute automatically.

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Linking an Audience (Optional)

Before publishing, you can define who enters the flow by connecting an Audience.
  1. Upload CSV: Upload a list of contacts via CSV. This creates a static audience you can link to the flow.
  2. HubSpot List: If connected, select a synced HubSpot list. Contacts in that list (and new ones added later) will sync to the flow.
  3. Existing Audience: Select a pre-existing audience from your First Touch library.
  4. No Audience: You can publish a flow without an audience and manually enroll prospects one-by-one later from their profiles.

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Linking a Signal (Optional)

Signals allow for dynamic, real-time enrollment based on events. You can use signals instead of, or in addition to, static audiences.
  • Website Visit: Enroll a prospect automatically when they visit specific pages (e.g., Pricing Page).
  • Job Change: Enroll a prospect when they change companies or job titles.
How to Connect: In the flow settings, find the Signals or Triggers section and select the event you want to use. When that event occurs, the prospect is automatically pulled into Step 1 of the flow.

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Publish and Run

Once your steps, settings, and audiences/signals are configured:
  1. Review: Double-check your delays, content, and approval settings.
  2. Activate: Click the Publish (or “Activate”) button.
  3. Go Live:
    • If you attached an Audience, those contacts will begin enrolling immediately.
    • If you attached a Signal, the flow will wait for triggers to occur before enrolling anyone.

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After Publishing: What Happens Next?

Congratulations, your flow is live! Here is how to manage it moving forward:

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Task Generation

As prospects move through the flow, Tasks will generate for any manual steps. Navigate to the Tasks section of the web app to view them:
  • Call Tasks: Reminders to make phone calls.
  • Email Approvals: Drafts waiting for your review (if set to Manual Approval).
  • LinkedIn Tasks: Reminders to execute social actions.

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Automated Execution

Steps set to Auto-Send happen in the background. You do not need to take action for these, but you should monitor your inbox for replies.
Handling Replies: If a prospect replies to an email, First Touch typically pauses the flow for that individual automatically. This prevents awkward automated follow-ups after a conversation has started.

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Monitoring and Editing

You can click on the flow to view analytics (sent counts, open rates) and see where prospects are in the sequence. If you need to make changes, you can usually pause the flow or edit steps for prospects who haven’t reached them yet.