Flows

Flow Editor Table View

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

Adding Sticky Notes to a Flow

To add a yellow sticky note to a flow, right-click in an empty part of the flow editor and select Add Sticky Note from the menu: A blank note will appear.…

Starting another Flow

Use the Enter a Flow action to send contacts from one flow into another. When a contact reaches this action, they start the other flow, then return to the…

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 lets you remind your contacts to respond, let…

Start Somebody Else in a Flow

Use the Start Flow action to place a separate contact or group in a flow when a contact reaches this step. In the example below, students under 18 are asked…

Global Variables

Globals are shared values that you can reference in flows, broadcasts and campaigns across your account, using @globals.value_name. They let you create a value…

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 let students sign up for…

Using a Flow to Set a Contact's Language

You can use a flow to set a contact's preferred language. Use the Update Language action to update your contacts' language preferences from within a flow.…

Sending Messages with a Flow

In the example below, we've asked an initial question, waited for the contact's response, and created a new Send Message action that is sent automatically when…

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, a Wait for Response action evaluates the incoming message, which…

Configuring a Webhook with Airtable

Airtable lets you build and organize databases for almost any project. The basic Airtable lets you build and organize databases for almost any project. The…

Starting Somebody Else in a Flow from a Query

The Start Somebody Else in a Flow action places a separate contact or group in a flow when a contact reaches this step. You can also use it to start a contact…

Creating a Flow

To create a flow, go to the Flows tab. Click New flow at the top right of the screen. The New Flow dialog will appear, where you can: Give the flow a name…

Split by Contact Field

This action is useful for checking whether your contacts have particular contact fields filled in. It saves you from asking contacts for the same information…

Targeting Recent Users When Starting a Flow

To improve your flow's response rate, you can target only recent users. When you start a flow, you'll see inclusion options for your contacts: If you check…

Start Flow Sending Options

When you manually start a flow, the dialog includes checkboxes under Only include contacts who.... These sending options limit which of the selected contacts…

Sending a Flow 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 Add Input Labels action to label incoming messages handled by your flow. Sorting contacts into groups lets you segment contacts based on their…

Fixing Missing Dependencies

In some cases, you might find that a flow depends on something that no longer exists. When this happens, the action's title turns red (as seen above) to let…

Interrupting a Flow from the Contact View

After starting a flow with a group of contacts, you may want to take one contact out of the flow without affecting the others. You can do this from that…

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 node to collect your contact's image using an…

Splitting by Group Membership

Route a contact through a flow's logic using a Split by Group node. This lets you send different messages to contacts depending on the groups they belong to.…

Introduction to Flow Variables

By default, a flow with Split Actions collects a variable from each Split Action it evaluates. For example, the Wait for Response action below saves its result…

Using the Context Explorer

The Context Explorer, found in the simulator in each flow's editor, lets you view and better understand all the variables available in your flow. It gives a…

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

The Random Split action sends your contacts down evenly distributed paths in your flow at random. Add a name for each bucket. Under Save the result as, enter a…

Sending Broadcasts in a Flow

Note: @contact inside the Send Broadcast action refers to the active contact in the run, not the recipients of the message. To reference a recipient's details,…

Using 'Wait for Response' in a Flow

A Wait for Response split action analyzes your contact's response and gives you tools to plan your next step. You can set a response rule to evaluate the…

Importing a Flow

Importing a Flow Use this action to import flows into your workspace. To import a flow: Go to either the Flows section of your workspace or the workspace…

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

You can delete a flow permanently, or archive it to make it inactive while keeping it in your workspace. Deleting a Flow When you delete any data from your…

Navigating the Flow Editor

The flow editor is where you build and 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 want an exact duplicate of a flow or want to build on an existing flow's structure. Create a Copy Go to the Flows tab. Click…

Setting an Expiration for a Flow

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

Assigning Keywords to a Flow

You can assign keywords to a flow so that your contacts can start it whenever they want. 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. If you want a flow to perform actions that don't need a response from the contact, use a…

Invalid Regular Expressions

Regular expressions, commonly referred to as regexes, can be used to build more advanced custom rules. Regexes need to follow a strict syntax so that they can…

Contacts to include when Starting Flow manually

Before starting a flow, you might not want to start all of your contacts. Instead, you can target only contacts who: Are not currently in a flow - Since a…

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 help you manage a large number of flows. Applying the same label to several flows keeps them grouped together. To label flows, check the boxes next to…

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

You can start a contact in a flow directly from their contact page. Go to Contacts and click the contact you'd like to start from your list: On the contact's…

Viewing the Flow Start Log

Viewing your Flow Start Log helps you understand your account's activity. It lists every flow that has been started, along with how many contacts each start…

Routing Contacts with Splits

Split Actions are the pivot points in a flow, "splitting" it into new branches. They're conditional statements that let you 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 several ways: You can manually start a flow at any time with the Start button in the flow editor, as described below. You can start a…

Efficient Flow Building: Tips & Tools

Creating New Nodes To create a new node, right-click anywhere on the canvas. You can also drag from the red dot on a node to create a new one, if you prefer to…

Creating a Multi-Language Flow

Once you've set your workspace's primary and secondary languages, you can translate your flows so that contacts receive messages in their preferred language.…

Navigating the Flow Editor: Tool Bar

The toolbar at the top of the Flow Editor has tools for building, navigating and managing your flows, from translating content to tracking the changes other…

Viewing Results

Viewing Results When your contacts interact with a flow, their responses are stored as flow results. To see them, select Results from the ☰ menu in the flow…

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, open the flow under the Flows tab, click the ☰ menu icon in the upper right-hand corner, then…

Flow Types

There are three flow types, and which ones you can use depends on the capabilities of the channel you've connected to your account. Messaging flows run over…

Searching for Contacts Currently in Flows

You've always been able to search for contacts with a query based on contact fields. You can now use the same kind of query to find contacts who are currently…

Calling a Webhook

In the example above, we ask contacts to reply with their application number, then look up its status with a webhook. For a similar lookup against Airtable,…

Revision History

Revision history lets you view and revert to any edits that were made to a flow. Every change is saved automatically, so you can always roll back to an earlier…