Your Stay in Flow Module

With the MoxiEngage Dashboard, you have different Modules that display some of your most important information to keep you organized and on track. Check out the features and options for your Stay in Flow Dashboard Module.

1. Your Stay in Flow module will display 5 contacts a day for you to reach out to. These contacts will be displayed based on how recently they have been contacted by you in the past (see below).

2. To reach out to a client, use the Reach Out drop-down menu (see below).

• Mail personal note:  Displays the client's physical address so a note can be written.  Note: if the contact does not have an address in their record, this will not be an option. 
• Call: Displays the client's phone number(s) so you can reach out to them.  Note: if the contact does not have a phone number in their record, this will not be an option. 
• Email: Will display all emails on the contact card. Note: if the contact does not have an email in their record, this will not be an option. 
• Send Property Review: Enables an agent to send an Annual Property Review from MoxiPresent and have that activity logged in the client record.
• Neighborhood News: This option allows you to subscribe clients to a Quick or Custom Neighborhood News report. Note: depending on your brokerage, you may not have Custom Neighborhood News reports available. 
• Campaigns:  From here, you can enroll a client in any running Engage campaign.

3. When finished with the activity, click Mark Done.

4. If you don't want to reach out to a contact on the list, simply select the Skip button (see below). 

5. To remove a contact from Stay in Flow, or remove them from Engage, select the Three Dots, and choose the option that works for you (see below). 

6. To change the cadence and people you are seeing in your Stay in Flow module, select the Gear Icon.

7. In the settings menu, you can adjust the amount of time you have been out of touch with clients and also choose which clients you want to see showing (see below)

8. Once you have made all the needed adjustments to your settings, select Done (see below).