Groups resulting from contact searches are called Smart Groups. Previously, we called them “dynamic”. Smart groups are unique in that they will continue to collect contacts who match the query that created them. Creating a Smart Group Once you enter a query, our platform will return the group of contacts who match it. In the example below, we’ve […]
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Adding or Removing Contacts in a Group
Contacts Tab To add a contact to a group via the contacts tab, navigate to the “contacts” tab, check the box to the left of the contact whom you’d like to place in a group, then click the group icon that appears above your contacts to select a group or create a new one: To remove a contact from […]
Actions
A flow is a visual representation of conditional branch logic that’s applied to your contacts once they enter it. Once a contact has entered a flow, they interact directly with its nodes. Nodes are composed of actions and Split Actions, and determine the length of a flow, which can be as short as a single node […]
Splitting by Group Membership
Route a contact through a flow’s logic using a ‘Split by Group Membership’ node. This will allow you to send customized messages to a contact depending on their groups. For example, you could stop contacts who’ve already completed a previous registration flow where they’ve already been added to a group from restarting all over again: […]
Adding Labels to Responses
Use the Label the Incoming Message action to label incoming messages handled by your workflow. Whereas sorting contacts into groups allows you to segment contacts based on their responses, labeling incoming messages allows you to isolate responses to a specific question. Message labels can be viewed – and also created – in the “Messages” tab: How it […]
Setting an Expiration for a Flow
When contacts are inactive a flow, you may want to automatically remove them after a certain time period. You can do this by setting an expiration. First, enter your flow and click the ☰ menu icon and choose “Edit”. Next, choose an expiration time from the dropdown menu. You can expire inactive contacts after 5 […]
Introduction to Flow Variables
By default, a flow containing Split Actions contains a collection of variables resulting from each Split Action evaluation. For example, the Wait for Response action below will produce the flow variable @results.phone when a contact responds and passes through it to the next node. Each variable starts with the “**@”** symbol, which triggers an auto-complete drop-down menu containing a […]
Start Flow Sending Options
When you manually start a flow, you’ll notice that there are checkboxes within the dialogue box. These are the sending options: Checking Restart contacts who have already entered this flow will ensure that contacts who have previously entered the flow will restart it from the beginning. Checking Interrupt contacts currently active in flows will remove contacts from any other flows […]
Assigning Keywords to a Flow
You can assign keywords to a flow to allow your contacts to start it at their discretion. A keyword is the first word in an incoming message. To assign a keyword to a flow: Navigate to the “flows” tab and choose a flow. Select “Edit” from the ☰ menu icon in the top right portion […]
Viewing Results
Viewing Results When your contacts interact with a flow, their responses are stored as flow results which you can access by selecting “Results” from the ☰ menu icon in the flow editor: The results page will provide a ‘Download’ button in addition to an ‘Overview’, ‘Analytics’, and ‘Runs’ tab. Overview Tab In the ‘Overview’ tab, […]