Switching a flow from the old editor to the new one is very easy. Enter your flow and click the ☰ menu icon in the top right corner: Next, choose “New Editor” from the dropdown menu: Your flow will instantly switch to the new editor. You’ll immediately notice the new, streamlined look. Your flow’s expressions will be […]
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Using a Flow
Using a Flow Use the Set language for contact action to update your contacts’ language preferences from within a flow. Contacts will then receive messages in their preferred languages if the flow they’re interacting with has been translated. In the example below, we’re asking our contacts which language they prefer – English, Spanish or Chinese. Once the […]
Creating a Flow
To create a flow, navigate to the “Flows” tab and click the “Create Flow” button: The “Create Flow” dialogue will appear, where you can: give the flow a name assign it keyword triggers select the type of flow you’d like to create set the language in which you’ll edit it Once you’ve assigned your flow the proper attributes click […]
Organizing Flows with Labels
Labels are intended to help you manage a large number of flows. By applying the same label to more than one flow, you can better organize them. You can even create child labels: To label your flows, first check the boxes next to the flows you want to group together. By clicking on the label button […]
Navigating the Flow Editor
The flow editor is where you’ll build edit your flows. Each time you create or click on a flow, you’ll enter the flow editor: Anatomy of the Flow Editor 1. Name The name you gave the flow when you created it. 2. Create Message This button brings up a new node. We generally recommend beginning a flow […]
Changing the Order of Featured Fields on the Contacts Page
When viewing your featured fields on the Contacts page, you will see that they are organized left to right starting from earliest creation date. In the example below, the contact field school id was created at an earlier date than state. To change how the contact field columns are viewed, first navigate to the Manage Fields page found within the Contacts […]
Using the ‘Start Flow’ Action in Zapier
Do you have an application, like Google Sheets or MailChimp, that contains contact information you’d like to use in Textconnect? By setting up a zap with your trigger application, you can start a flow to then reference and update external variables to be saved in your Textconnect account. See more information on integrating Zapier here. Setting […]
Using the ‘Call Zapier’ Action in a Flow
Say you have data in your workspace that you’d like to pass to an external app, such as Excel, Google Sheets, or MailChimp, among others. You can do this via Zapier. Setting Up Your Zap Let’s see how to create a zap to send collected data from a flow over to a Google Sheets spreadsheet. Create a […]
Integrate Zapier with your Account
Zapier allows anyone to integrate with over 1000 other apps like Google Sheets, Slack and Salesforce without writing a single line of code. Specifically, it enables you to create connections that pass information from one app to another. For example, you might use Zapier to: Distribute and verify coupons and vouchers via Google Sheets. Alert your Slack […]
Placing Contacts in the ‘Stopped’ Folder
Depending on the channel type, such as Twilio, a contact will automatically be placed in the ‘Stopped’ folder in the ‘Contacts’ tab if they’ve opted-out of receiving your messages. These contacts are removed from all groups. If the channel does not already have opt-out keywords, you can build your own opt-out language into your flows, which is considered […]