Flows

This collection helps you build and manage your flows. Find information on ActionSets & RuleSets, flow variables, flow types, importing & exporting flows, and much more.

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56 articles in this collection
Written by Nicolas Pottier and Leah Christine Breeden

Starting Contacts in a Flow based on a Search

Search for contacts based on a query and start them in a flow.
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Written by Leah Christine Breeden
Updated this week

Starting Somebody Else in a Flow from a Query

Within a flow, you can start recipients from a query in a different flow. See how here.
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Written by Leah Christine Breeden
Updated over a week ago

Creating an Image Attachment URL

You can collect an image sent by a contact and save the result as the image URL.
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Written by Leah Christine Breeden
Updated over a week ago

Start Somebody Else in a Flow (New Editor)

Use this action to place a separate contact or group in a flow when a contact reaches this step.
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Written by Leah Christine Breeden
Updated over a week ago

Split by Contact Field

Use this action to check for pre-existing fields for your contacts.
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Written by Leah Christine Breeden
Updated over a week ago

Split by Flow Result (New Editor)

Use this Split Action to evaluate a sequence of values separated by a space ( ), period (.) or plus sign (+).
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Written by Leah Christine Breeden
Updated over a week ago

Actions (New Editor)

An action represents some action(s) taken on behalf of your flow. For example, "Send and email" or "Update the contact".
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Written by Leah Christine Breeden
Updated over a week ago

Response Rules (New Editor)

Response rules evaluate the operand designated by the Split Action type, such as "has a number" or "is not empty".
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Written by Leah Christine Breeden
Updated over a week ago

Setting your Contacts' Language Preferences (New Editor)

What if my contacts prefer to communicate in a particular language?
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Written by Leah Christine Breeden
Updated over a week ago

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

The 'Split randomly' action creates equally distributed pathways through which your contacts will randomly pass.
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Written by Leah Christine Breeden
Updated over a week ago

Navigating the Flow Editor (New Editor)

The flow editor is where you build and edit your flows. Read this article to learn how to use this powerful tool.
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Written by Leah Christine Breeden
Updated over a week ago

Variable Reference (New Editor)

Use this reference guide to understand how to use variables in your flows.
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Written by Leah Christine Breeden
Updated over a week ago

Introduction to Flows (New Editor)

A flow is a visual representation of conditional branch logic that's applied to your contacts once they enter the flow.
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Written by Leah Christine Breeden
Updated over a week ago

Adding Labels to Responses (New Editor)

Labeling incoming messages allows you to isolate responses to a specific question.
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Written by Leah Christine Breeden
Updated over a week ago

Send Somebody Else a Message (New Editor)

Place this action at any node in a flow to send a message to someone other than the active contact that reaches that step.
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Written by Leah Christine Breeden
Updated over a week ago

Sending Messages with a Flow (New Editor)

Use the Send Message action to send your contacts an automated message when they reach a particular node in a flow.
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Written by Leah Christine Breeden
Updated over a week ago

Starting another Flow (Old Editor)

Use the Start another Flow action to move your contacts from one flow to another from within a flow.
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Written by Leah Christine Breeden
Updated over a week ago

Introduction to Flow Variables (New Editor)

Learn how to use variables in your flows.
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Written by Leah Christine Breeden
Updated over a week ago

Switching Flows from the Old Editor to the New Editor

You can switch old editor flows to the new editor without having to re-do your flows. See how here.
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Written by Leah Christine Breeden
Updated over a week ago

RuleSets (Old Editor)

RuleSets are the pivot points in a flow, "splitting" it into new branches. Use this guide to learn more.
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Written by Leah Christine Breeden
Updated over a week ago

Configuring a Webhook with Airtable (Old Editor)

Store vast amounts of data in Airtable and use our 'Call Webhook' feature to pull that data into your flow.
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Written by Leah Christine Breeden
Updated over a week ago

Setting an Expiration for a Flow

You can automatically expire inactive contacts from a flow after just 5 minutes or up to 30 days.
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Written by Leah Christine Breeden
Updated over a week ago

Configuring a Webhook with Airtable (New Editor)

Store vast amounts of data in Airtable and use our Call Webhook feature to pull that data into your flow.
Leah Christine Breeden avatar
Written by Leah Christine Breeden
Updated over a week ago

Adding Notes to a Flow

Add notes within the flow editor as reminders to yourself or messages for collaborators.
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Written by Leah Christine Breeden
Updated over a week ago

Adding Timeouts to a Flow

What happens when a contact doesn't respond to a message in a flow?
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Written by Leah Christine Breeden
Updated over a week ago

Copying a Flow

Create a clone of a flow by following these simple steps.
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Written by Leah Christine Breeden
Updated over a week ago

Exporting Flow Results

How do I export flow results from one or multiple flows?
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Written by Leah Christine Breeden
Updated this week

RuleSets, Now Called 'Split Actions' (New Editor)

Split Actions are the pivot points in a flow, "splitting" it into new branches. Use this guide to learn more.
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Written by Nicolas Pottier
Updated over a week ago

Calling a Webhook (New Editor)

Use this guide to configure a 'Webhook Call' Split Action, view Webhook events, and troubleshoot.
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Written by Nicolas Pottier
Updated over a week ago

Importing a Flow

How do I import a flow into my account?
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Written by Nicolas Pottier
Updated over a week ago

Exporting a Flow

How do I export a flow from my account?
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Written by Nicolas Pottier
Updated over a week ago

Organizing Flows with Labels

Labels help you manage a large number of flows.
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Written by Nicolas Pottier
Updated over a week ago

Introduction to Flow Variables (Old Editor)

Learn how to use variables in your flows.
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Written by Nicolas Pottier
Updated over a week ago

Creating a Multi-Language Flow

What if my contacts speak different languages?
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Written by Nicolas Pottier
Updated over a week ago

Starting Someone Else in a Flow

Use the Start someone else in a flow action to place a separate contact or group in a flow when a contact reaches this step.
Nicolas Pottier avatar
Written by Nicolas Pottier
Updated over a week ago

Split by Message Form (Old Editor)

Use this RuleSet to evaluate a sequence of values separated by a space ( ), period (.) or plus sign (+).
Nicolas Pottier avatar
Written by Nicolas Pottier
Updated over a week ago

Starting another Flow (New Editor)

Use the Start another Flow action to move your contacts from one flow to another from within a flow.
Nicolas Pottier avatar
Written by Nicolas Pottier
Updated over a week ago

Sending an Email (Old Editor)

Use the Send an Email action to send an email from within a flow.
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Written by Nicolas Pottier
Updated over a week ago

Setting your Contacts' Language Preferences

What if my contacts prefer to communicate in a particular language?
Nicolas Pottier avatar
Written by Nicolas Pottier
Updated over a week ago

Setting a Contact's Preferred Channel (Old Editor)

What if my contacts prefer to communicate via a particular channel type?
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Written by Nicolas Pottier
Updated over a week ago

Response Rules (Old Editor)

Response rules evaluate the operand designated by the RuleSet type, such as 'has a number' or 'is not empty'.
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Written by Nicolas Pottier
Updated over a week ago

Sending a Message to a Group

How do I send a message to an entire group of contacts?
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Written by Nicolas Pottier
Updated over a week ago

ActionSets (Old Editor)

An ActionSet represents some action(s) taken on behalf of your flow. For example, 'Send and email' or 'Update the contact'.
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Written by Nicolas Pottier
Updated over a week ago

Starting a Flow

How can I start a flow?
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Written by Nicolas Pottier
Updated over a week ago

Sorting Contacts into Groups (Old Editor)

Learn how to add and remove contacts from groups.
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Written by Nicolas Pottier
Updated over a week ago

Adding and Updating a Contact Field (Old Editor)

How do I add & update my contacts' contact fields?
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Written by Nicolas Pottier
Updated over a week ago

Variable Reference (Old Editor)

Use this reference guide to understand how to use variables in your flows.
Nicolas Pottier avatar
Written by Nicolas Pottier
Updated over a week ago

Sending Messages with a Flow (Old Editor)

Use the 'Send Message' action to send your contacts an automated message when they reach a particular step in a flow.
Nicolas Pottier avatar
Written by Nicolas Pottier
Updated over a week ago

Sending a Message to Someone Else (Old Editor)

Place this action at any step in a flow to send a message to someone other than the active contact that reaches that step.
Nicolas Pottier avatar
Written by Nicolas Pottier
Updated over a week ago

Adding Labels to Responses (Old Editor)

Labeling incoming messages allows you to isolate responses to a specific question.
Nicolas Pottier avatar
Written by Nicolas Pottier
Updated over a week ago

Viewing Flow Results

Results give you an overview of your flow, analytics on messages and runs & data on all activity in your flow- start to finish.
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Written by Leah Christine Breeden
Updated over a week ago

Creating a Flow

Follow these simple steps to create a flow.
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Written by Nicolas Pottier
Updated over a week ago

Assigning Keywords to a Flow

A keyword is the first word in an incoming message and can be used to initiate a flow.
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Written by Nicolas Pottier
Updated over a week ago

Navigating the Flow Editor (Old Editor)

The flow editor is where you edit your flows. Read this article to learn how to use this powerful tool.
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Written by Nicolas Pottier
Updated over a week ago

Flow Types

Learn more about our three different flow types: Messaging, Phone Call, and Surveyor.
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Written by Nicolas Pottier
Updated over a week ago

Introduction to Flows (Old Editor)

A flow is a visual representation of conditional branch logic that's applied to your contacts once they enter the flow.
Nicolas Pottier avatar
Written by Nicolas Pottier
Updated over a week ago