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

Adding Classifiers to a Flow

Classifiers allow you to interpret free text within a flow to extract relevant pieces of information.
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Written by Leah Christine Breeden
Updated over a week ago

Sending Airtime with DT One

Send your contacts mobile top-ups to their prepaid phones using DT One, formerly TransferTo.
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Written by Leah Christine Breeden
Updated over a week ago

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 over a week ago

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

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

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

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

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

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

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

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

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

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

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

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 yesterday

Introduction to Flow Variables

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

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

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 this week

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 over a week ago

RuleSets, Now Called 'Split Actions'

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

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

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 another Flow

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 Nicolas Pottier
Updated over a week ago

Setting your Contacts' Language Preferences

What if my contacts prefer to communicate in a particular language?
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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

Starting a Flow

How can I start a flow?
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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

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