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.
3. Start 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.
Click this option to export the flow you're editing as a JSON file.
Note that if you delete a flow, it is irretrievable!
Click this button to place contacts in the flow. You may add specific contacts or multiple groups. Checking the "_Restart contacts who have already entered this flow"_ box to restart contacts who are already active members of the flow. Checking the "_Interrupt contacts currently active in flow"_ box will exit your contacts out of any active flows and start them in this flow.
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 they are currently active in and place them in the flow you're starting. Note that if you remove a contact from another flow, they will not be restarted in that other flow.
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.
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
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.
Export
Click this option to export the flow you're editing as a JSON file.
Delete
Note that if you delete a flow, it is irretrievable!
4. Start Flow
Click this button to place contacts in the flow. You may add specific contacts or multiple groups. Checking the "_Restart contacts who have already entered this flow"_ box to restart contacts who are already active members of the flow. Checking the "_Interrupt contacts currently active in flow"_ box will exit your contacts out of any active flows and start them in this flow.
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 they are currently active in and place them in the flow you're starting. Note that if you remove a contact from another flow, they will not be restarted in that other flow.
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.
Updated on: 13/12/2021
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