Available Actions
View Profile
Visits the prospect’s profile as a flow step.
- Delay support: You can schedule this step with the same delay controls used in other flow actions.
- Best use: Place it before conditional logic when you want fresher Social Platform context before later steps.
Connection Request
Sends a connection request to the prospect.
- Acceptance window: You can define how long First Touch should wait for the request to be accepted.
- Auto-withdraw: You can automatically withdraw unaccepted requests after the configured wait period.
- Personalized note: You can optionally include a note up to 300 characters.
- Approval mode: You can require team approval before the request is sent.
Send Message
Sends a Social Platform message to an existing 1st-degree connection.
- Connection rule: This step can only be used after a successful connection path or when the contact is already connected.
- Approval mode: You can require team approval before sending.
- Reply tracking: You can configure how long the flow should keep tracking replies.
- Preview: You can test the generated message against a sample contact before publishing.
InMail
Sends an InMail message as a flow action.
- Account requirement: InMail is only available for supported premium-capable accounts.
- Approval mode: You can require team approval before sending.
- Preview: You can test the generated content before publishing.
Builder Rules
- Each branch can contain only one connection request step.
- Social Platform messages are limited to 5 messages per branch.
- Connection requests cannot be added inside an Accepted branch.
- Social Platform messages can only be used where the contact is already connected or becomes connected through the flow.