Category: Flows

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 […]

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 […]

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 […]

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 […]

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 […]

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: […]

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 […]

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 […]

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 […]

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 […]