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.

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

Exporting Flow Results

How do I export flow results?
Leah Christine Breeden avatar
Written by Leah Christine Breeden
Updated this week

RuleSets

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

Calling a Webhook

Use this guide to configure a 'Webhook Call' RuleSet, view Webhook events, and troubleshoot.
Nicolas Pottier avatar
Written by Nicolas Pottier
Updated this week

Importing a Flow

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

Exporting a Flow

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

Organizing Flows with Labels

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

Introduction to Flow Variables

Learn how to use variables in your flows.
Nicolas Pottier avatar
Written by Nicolas Pottier
Updated this week

Creating a Multi-Language Flow

What if my contacts speak different languages?
Nicolas Pottier avatar
Written by Nicolas Pottier
Updated this week

Split by Message Form

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 this week

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 this week

Starting another Flow

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 this week

Sending an Email

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

Setting your Contacts' Language Preferences

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

Setting a Contact's Preferred Channel

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

Response Rules

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 this week

Sending a Message to a Group

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

ActionSets

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

Starting a Flow

How can I start a flow?
Nicolas Pottier avatar
Written by Nicolas Pottier
Updated this week

Sorting Contacts into Groups

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

Adding and Updating a Contact Field

How do I add & update my contacts' contact fields?
Nicolas Pottier avatar
Written by Nicolas Pottier
Updated this week

Variable Reference

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

Sending Messages with a Flow

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

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

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.
Leah Christine Breeden avatar
Written by Leah Christine Breeden
Updated this week

Adding Labels to Responses

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

Creating a Flow

Follow these simple steps to create a flow.
Nicolas Pottier avatar
Written by Nicolas Pottier
Updated yesterday

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 yesterday

Navigating the Flow 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 yesterday

Flow Types

Learn more about our three different flow types: Messaging, Phone Call, and Surveyor.
Nicolas Pottier avatar
Written by Nicolas Pottier
Updated yesterday

Introduction to Flows

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 yesterday