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 with a Send Message action, though you may find a different action or Split Action is more appropriate. 

3. 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:

  1. change the name of the flow
  2. assign keyword triggers to the flow
  3. adjust the flow expiration window
  4. 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. 

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.

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