Help Center

Go to the Contacts tab in your dashboard and click Import CSV. Your file needs columns for: name, email, phone, and lead_type. Supported lead types are: new_lead, past_client, sphere, referral, and other. Contacts are automatically enrolled in their matching sequence after import.

NurtureFlow comes with 3 built-in cadences matched by lead type: New Lead, Past Client, and Sphere. Each cadence is a series of email and/or SMS touchpoints spaced out over days or weeks. When you import a contact, they are automatically enrolled in the cadence that matches their lead_type. You can also create custom sequences with any step timing and channel mix.

Yes. Click the Enroll button next to any contact in your Contacts list to pick a different cadence. (Clicking a contact's name opens their details — notes, SMS opt-out status, and follow-up history — but enrolling happens right from the table.) You can also change a contact's lead type and re-enroll them.

The Dashboard is your follow-up command center. It shows upcoming follow-ups due today, recent activity, hot leads needing attention, and quick stats on sent emails and SMS. Click any follow-up to send or skip it with a single tap.

The Script Library (📚 in the sidebar) contains pre-written email and SMS scripts organized by category: new leads, sellers, buyers, open houses, and database nurture. Click any script to preview the full copy, then deploy it as a new sequence you own entirely. Scripts cover both email and SMS channels.

Absolutely. Once you deploy a script it becomes a regular sequence in your Sequences tab. You can edit the subject line, message body, send timing (delay days), and channel (email or SMS) for any step. Changes apply to future follow-ups — already-scheduled messages are not affected.

The library includes workflows for: New Lead Fast Response, Seller Follow-Up, Buyer Nurture, Open House SMS Follow-Up, Database Nurture, SMS Re-Engagement, Listing Announcement, Home Valuation, and more. Use the channel filter (All / Email / SMS) to find the right format.

Texting is coming soon — we're moving to a new messaging carrier, so text sending is turned off in the meantime. Sequence steps set to SMS are skipped rather than sent, and email steps are unaffected. You don't need to configure anything: when it launches it will be enabled for your account automatically. In the meantime, record which contacts have given you permission to text them so they're ready on day one.

Use these placeholders in any email or SMS body — they are replaced with real data at send time:

• {first_name} — contact's first name
• {agent_name} — your name from your profile
• {property_address} — the relevant property address
• {booking_link} — your calendar booking page URL

If a contact replies STOP, STOPALL, UNSUBSCRIBE, UNSUB, QUIT, CANCEL, END, OPTOUT, or REVOKE, NurtureFlow automatically marks them as opted out and sends them a single confirmation. Opted-out contacts will never receive SMS messages, regardless of sequence enrollment, and the opt-out applies to that phone number across every contact record that carries it. They can reply START to resume, and HELP at any time for program info. You can see opt-out status in the contact's profile.

Emails are sent as plain-text-style messages — clean and personal, which tends to get better open rates than heavily formatted HTML newsletters. You can add line breaks for paragraphs. Merge fields work in both subject lines and message bodies.

Lead scoring classifies each contact as Hot, Warm, or Cold based on engagement signals like recency, follow-up completion rate, and response patterns. Hot leads have strong recent engagement; cold leads haven't responded in a while. Scores update automatically every 4 hours.

Scores refresh automatically every 4 hours in the background. You can also trigger a manual rescore from the Contacts tab — it runs within seconds and immediately re-sorts your contact list by score.

Yes. NurtureFlow emails you when a contact transitions from Warm to Hot. The alert includes the contact's name and the recommended next action. Text alerts return when texting launches.

Open the Calendar tab (📅) and click Set Availability. Choose which days you're available, your start/end times, and how long each appointment slot should be. Your booking page is instantly live at /book/your-slug. Share this link in follow-up messages using the {booking_link} merge field.

Yes. Every booking confirmation email includes unique cancel and reschedule links that work without requiring the lead to log in. Cancelled and rescheduled bookings appear in your Calendar tab with their updated status.

In the Calendar tab, click Block Time to mark specific dates or time ranges as unavailable. Blocked times override your regular availability — leads won't be able to book during those windows.

The Ad Creator (📢 tab) uses AI to generate professional Meta (Facebook and Instagram) ad copy in seconds. Fill in basic property or campaign details, choose an ad type, and get a complete headline, primary text, and call-to-action. Ad types include: Just Listed, Open House, Buyer Lead Gen, Home Valuation, and Seller Lead Gen.

Yes. Click the star icon on any generated ad to save it as a favorite. Your saved ads appear in the Saved Ads section of the Ad Creator tab. You can copy the copy at any time for use in Facebook Ads Manager or any other platform.

Visit /analytics to see your performance metrics: total follow-ups sent, email send rate, SMS delivery rate, follow-up completion percentage, contacts by lead type, and projected revenue based on your close rate assumptions. It updates automatically as follow-ups are sent.

The ROI Calculator lets you input your average commission, estimated close rate, and number of leads to project how much revenue your follow-up system could generate. It's a planning tool — adjust the sliders to model different scenarios.

NurtureFlow is $29/month for the Starter plan — unlimited contacts, all 3 built-in cadences, email sequences (SMS coming soon), lead scoring, AI ad creator, calendar booking, and ROI analytics. There's a 30-day money-back guarantee, no questions asked.

Visit Manage Subscription (linked from the Subscription tab in your dashboard). Within 30 days of subscribing, click Request Refund — this revokes access immediately and refunds your payment, no questions asked. To cancel without a refund (e.g. outside the 30-day window), click Cancel Subscription instead — you'll keep full access until the end of your current billing period, then it won't renew. Need help? Email support@nurtureflow.app.

Enter your promo code on the signup screen before creating your account. Promo codes can extend your trial period or unlock special pricing. Each code can only be used once per account.

Click Forgot password? on the login screen. Enter your email address and you'll receive a reset link within a few minutes. The link expires after 1 hour — if it expires, request a new one.

Visit /subscription or click the Subscription link in the top nav. There you can see your current plan, billing status, and trial expiry date.