Flows

Flow Editor Table View

You can switch between two different views depending on how you prefer to work with your content. Use the toggle in the upper-left corner of the toolbar to…

Adding Sticky Notes to a Flow

Adding a yellow sticky note to a flow is as simple as right-clicking within the white space of your flow editor. A blank note will appear: You can then edit…

Starting another Flow

Use the Enter another Flow action to move your contacts from one flow to another from within a flow. Once a contact passes through this node, they will be…

Adding Timeouts to a Flow

When your contacts don't respond to a message in a flow, you can add a timeout to send an automatic message. This feature allows you remind your contacts to…

Start Somebody Else in a Flow

Use the Start somebody else in a flow action to place a separate contact or group in a flow when a contact reaches this step. In the example below, we're…

Global Variables

Globals are shared values that can be referenced in flows, as well as broadcasts and campaigns, within your account, referenced by @globals.value_name. They…

Split by Flow Result

Use this Split Action to evaluate a sequence of values separated by a space ( ), period (.) or plus sign (+). As an example, you might record the birth of a…

Using a Flow to Set a Contact's Language

Need to set a contact's preferred language? You can use a flow to easily automate this. Here's how: Use the Set language for contact action to update your…

Sending Messages with a Flow

In the example below, we've asked an initial question, received a response, and created a new Send Message action that will send automatically when a contact…

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…

Response Rules

Response rules evaluate the operand designated by the Split Action type. In the example below, we see that a Wait for Response action evaluates the incoming…

Configuring a Webhook with Airtable

Airtable enables you to build and organize databases for just about any project you could imagine. The basic version is totally free to use and allows for real…

Starting Somebody Else in a Flow from a Query

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…

Creating a Flow

To create a flow, navigate to the Flows tab Click the "New flow" on the top right side of your screen. The New Flow dialogue will appear, where you can: Give…

Split by Contact Field

This action is useful for checking whether your contacts have particular contact fields completed or not. This avoids having to ask your contacts for the same…

Targeting Recent Users When Starting a Flow

Want to improve your flow's response rate? Try targeting only recent users. When starting a flow, you'll notice inclusion options for your contacts: Checking…

Start Flow Sending Options

When you manually start a flow, you'll notice that there are checkboxes within the dialog box. These are the sending options that: Active contacts: Checking…

Sending a Message to a Group

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…

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…

Fixing Missing Dependencies

In some cases, you might find that a flow depends on something that no longer exists. When this happens, you will see the action title in red (as seen above)…

Interrupting a Flow from the Contact View

After starting a flow with your group of contacts, you may want to exit or interrupt a specific contact from that flow without disrupting other contacts in the…

Creating an Image Attachment URL

To collect images from your contacts and generate a URL, you'll need to create two nodes: A Wait for Response action to collect the your contact's image using…

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…

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…

Using the Context Explorer

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…

Use a 'Split Randomly' Action to Create Evenly-Distributed Buckets

The Random Split action can be used for randomly passing your contacts through equally distributed pathways in your flow. In the example below, we're…

Send Somebody Else a Message

Note: @contact inside the Send somebody else a message action refers to the active contact in the run, not the recipient for the message. To reference the…

Using 'Wait for Response' in a Flow

A wait for response split action analyses the response given by your contact and provides you with tools to prepare for your next move. You can set a response…

Importing a Flow

Use this action to import flows into your account. To import a flow: Go to either the Flows section in your workspace OR the workspace settings page. Click on…

Exporting a Flow

Use this action to export flows. You can export a flow to share with other accounts or to save a specific version of your flow for later use. To export a flow:…

Delete or Archive a Flow

Need to inactivate or delete a flow? Read on to learn how. Deleting a Flow When you delete any data from your workspace, it is gone forever. We do not store…

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: Anatomy of the Flow Editor 1.…

Copying a Flow

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…

Setting an Expiration for a Flow

When contacts are inactive in a flow, you may want to automatically remove them after a certain period. You can do this by setting an expiration. First, enter…

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…

Background Flows

Contacts can only be active in one Messaging flow at a time, but what if you want to send a flow that can perform actions that do not require a response from…

Invalid Regular Expressions

Regular Expressions, commonly referred to as regexes, can be used to build more advanced custom rules. Regexes need to conform to a strict syntax to ensure…

Contacts to include when Starting Flow manually

Before starting a flow, you might not want to start all your contacts and instead target contacts who are: Active Contacts who have sent you a message in the…

Introduction to Flows

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…

Organizing Flows with Labels

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. To label your…

Starting a Contact in a Flow from the Contact's Information Page

You can now start a contact in a flow directly from their individual information page. After navigating to the Contacts tab, click on the contact you'd like to…

Viewing the Flow Start Log

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…

Routing Contacts with Splits

Split Actions are the pivot points in a flow, "splitting" it into new branches. They're conditional statements that enable you to direct your contacts after…

Setting your Contacts' Language Preferences

Using a Flow Use the Update the Contact action to update your contacts' language preferences from within a flow. Contacts will then receive messages in their…

Starting a Flow

A flow can be started in one of many ways: You can manually start a flow at any time via the "Start Flow" box in the flow editor. Keep reading below to learn…

Efficient Flow Building: Tips & Tools

Creating New Nodes Creating new nodes is simple. Just right-click anywhere on the canvas to create a new node. You can also drag from the red dot to create new…

Creating a Multi-Language Flow

Once you've set your account's primary and secondary languages, you can edit your flows to toggle between multiple languages depending on your contacts'…

Artificial Intelligence

We've recently added a new section within the Settings page for Artificial Intelligence. Here, you can add Large Language Models (LLMs) to unlock AI assisted…

Navigating the Flow Editor: Tool Bar

The TextIt Flow Editor toolbar is designed to help you build, navigate, and manage complex messaging logic efficiently. Whether you are translating content for…

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 ☰…

Contact Variables

Contact Variables @contact - references the contact receiving the message. This is the active contact - the person whose responses are being handled by the…

Exporting Flow Results

Exporting results from a single flow To export your flow results, simply choose the flow you'd like to view under the Flows tab, then click the ☰ menu icon in…

Flow Types

We provide three flow types that are made available depending on the capabilities of the channel you've connected to your account. Messaging flows are applied…

Searching for Contacts Currently in Flows

You've always been able to search for contacts with a query based on the contact's field. Now, you can also search for contacts currently in a particular flow,…

Calling a Webhook

In the example above, we're asking contacts to send their name, which will look up their PID using a webhook with Airtable. Webhooks simply POST flow data…