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:
The name you gave the flow when you created it.
This button brings up a new node. We generally recommend beginning a flow with a Send Message action, though you may find a different action or Split Action is more appropriate.
Click this button to place contacts in the flow. You may add specific contacts or multiple groups.
Inactive Contacts who have not sent you a message in the past 90 days (click the drop-down to adjust the time to your preference)
Contacts not currently in another flow since a contact can't be in two flows at the same time, check this box to avoid interrupting them.
Contacts who have not been in the this flow in the last 90 days, giving them a chance to start/re-start the flow.
The settings menu includes the following options:
Click the results option to view the results attached to the flow you're editing.
Click the edit option to:
change the name of the flow
assign keyword triggers to the flow
adjust the flow expiration window
tell the flow to ignore keyword triggers once a contact has entered it
Click this option to make an identical copy of the flow you're editing.
Once you click the delete button from the menu bar, it is irretrievable! This is final- we do not save deleted data on our servers.
Click this option to export the flow you're editing as a JSON file. The definition will allow you to export the entire flow so you can import it to another workspace. Exporting the translation will export any translations you've created for multi-language flows. You can additionally import language translations, but this will not allow you to auto-translate the flow...only import an existing translation from a JSON file.
Once you create your first node in the flow, the simulator icon will appear.
The simulator is a handy testing tool enabling you to test your flows from an end-user's perspective as you build them. Once clicked, the simulator will initiate the first step of your flow.
Click this option to view the revision history of the flow you're editing. Click a revision to view that version of the flow. You can choose to revert to that version and move back and forth from different versions if needed.
Questions? Send us a message via the support widget in the bottom right corner of your browser.
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 with a Send Message action, though you may find a different action or Split Action is more appropriate.
3. Start Flow
Click this button to place contacts in the flow. You may add specific contacts or multiple groups.
Inactive Contacts who have not sent you a message in the past 90 days (click the drop-down to adjust the time to your preference)
Contacts not currently in another flow since a contact can't be in two flows at the same time, check this box to avoid interrupting them.
Contacts who have not been in the this flow in the last 90 days, giving them a chance to start/re-start the flow.
4. Settings Menu
The settings menu includes the following options:
Results
Click the results option to view the results attached to the flow you're editing.
Edit
Click the edit option to:
change the name of the flow
assign keyword triggers to the flow
adjust the flow expiration window
tell the flow to ignore keyword triggers once a contact has entered it
Copy
Click this option to make an identical copy of the flow you're editing.
Delete
Once you click the delete button from the menu bar, it is irretrievable! This is final- we do not save deleted data on our servers.
Export & Import
Click this option to export the flow you're editing as a JSON file. The definition will allow you to export the entire flow so you can import it to another workspace. Exporting the translation will export any translations you've created for multi-language flows. You can additionally import language translations, but this will not allow you to auto-translate the flow...only import an existing translation from a JSON file.
Other Components
The Simulator
Once you create your first node in the flow, the simulator icon will appear.
The simulator is a handy testing tool enabling you to test your flows from an end-user's perspective as you build them. Once clicked, the simulator will initiate the first step of your flow.
Revision History
Click this option to view the revision history of the flow you're editing. Click a revision to view that version of the flow. You can choose to revert to that version and move back and forth from different versions if needed.
Questions? Send us a message via the support widget in the bottom right corner of your browser.
Updated on: 03/07/2024
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