Category: Flows

You can search for contacts based on a query and start them in a flow. This allows you to search for contacts based on specific contact fields already present in your account. How it Works First, navigate to the editor of the flow you’d like to start and click the ‘**Start Flow**’ button: Next, choose ‘**Search for contacts to […]

A Regular Expression, commonly referred to as regexes, can be used to build custom rules that are more advanced. Regexes need to conform to a strict syntax to ensure that they are well understood when they are evaluated. If you find yourself using this advanced form of rule matching, make sure you are familiar with how […]

Viewing your Flow Start Log is helpful in understanding your account’s activity. You’ll see a list of all the flows that have been started, the account login that started them, and more. To view the log, first navigate to the ‘Flows’ tab: Scroll down and find the ‘Flow Start Log’ button on the lefthand side: […]

Copying a flow is useful when you’d like to create an exact duplicate of your flow or build off of an existing flow’s structure. Create a Copy Go to your account page and click on the “Flows” tab in the upper right-hand corner. Select the flow you’d like to copy. Click on the ☰ menu […]

The Context Explorer feature found in the simulator within each flow’s editor allows you to view and better understand all the variables available in your flow. The explorer gives a detailed breakdown of values and their expressions, which can be copied for use elsewhere. To use the Context Explorer, first navigate to the flow’s editor. In our example, we […]

The Start Somebody Else in a Flow action allows you to place a separate contact or group in a flow when a contact reaches this step. But what if you want to start contacts who are the result of a search? We’ve added this new feature to allow you to easily start contacts who fit your query […]

Adding a yellow sticky note to a flow is as simple as double-tapping within the white space of your flow editor.  A blank note will appear: You can then edit the note to write whatever you’d like, such as a note to your teammates:  To delete a note, just click the “x” in the upper right hand […]

The Split Randomly action can be used for randomly passing your contacts through equally-distributed pathways in your flow.  In the example below, we’re immediately splitting contacts who enter a flow into two different groups named “A Flow” and “B Flow”. We’ve ended there in our example, but you could go on to start those contacts in a flow or […]

Sending a message to a group of contacts is as easy as creating a flow. Once you’ve created your flow, add an action containing the message you’d like to send and then select your target group from the contacts dropdown in the flow start node. Let’s walk through the steps. First click on the Flows tab in the […]

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 […]