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Flows

Using the Context Explorer

July 22, 2025 niang Comments Off on Using the Context Explorer

The Context Explorer feature found in the simulator within each flow’s editor allows you to view and better understand all the variables available in your flow. The explorer gives a detailed breakdown of values and their expressions, which can be copied for use elsewhere. To use the Context Explorer, first navigate to the flow’s editor. In our example, we […]

Flows

Viewing the Flow Start Log

July 22, 2025 niang Comments Off on Viewing the Flow Start Log

Viewing your Flow Start Log is helpful in understanding your account’s activity. You’ll see a list of all the flows that have been started, the account login that started them, and more. To view the log, first navigate to the Flows tab. Find the “Flow Starts” option on the lefthand side: Here, you’ll see the list of […]

Flows

Creating a Flow

July 22, 2025 niang Comments Off on Creating a Flow

To create a flow, navigate to the Flows tab and click the “Create Flow” button:   Click the “New flow” on the top right side of your screen. The New Flow dialogue will appear, where you can: Give the flow a name   Assign it keyword triggers   Select the type of flow you’d like to create   Set the language in which […]

Flows

Organizing Flows with Labels

July 22, 2025 niang Comments Off on Organizing Flows with Labels

Labels are intended to help you manage a large number of flows. By applying the same label to more than one flow, you can better organize them. To label your flows, first check the boxes next to the flows you want to group together. By clicking on the label button at the top of the […]

Flows

Contacts to include when Starting Flows

July 22, 2025 niang Comments Off on Contacts to include when Starting Flows

Before starting a flow, you might not want to start all your contacts and instead target contacts who are: Active Contacts who have sent you a message in the past 90, 180, or 365 days (click the drop-down to change the period). Contacts not currently in another flow – Since a contact can’t be in two Messaging […]

Flows

Start Flow Sending Options

July 22, 2025 niang Comments Off on Start Flow Sending Options

When you manually start a flow, you’ll notice that there are checkboxes within the dialog box. These are the sending options that: Active contacts: Checking this box means the flow start will only include contacts who have sent a message in the last 90, 180, or 365 days. Skip contacts currently in a flow: To avoid […]

Flows

Splitting by Group Membership

July 22, 2025 niang Comments Off on Splitting by Group Membership

Route a contact through a flow’s logic using a Split by Group Membership node. This will allow you to send customized messages to a contact depending on their groups. For example, you could stop contacts who’ve already completed a previous registration flow where they’ve already been added to a group from restarting all over again: By splitting […]

Flows

Setting an Expiration for a Flow

July 22, 2025 niang Comments Off on Setting an Expiration for a Flow

When contacts are inactive in a flow, you may want to automatically remove them after a certain period. You can do this by setting an expiration. First, enter your flow’s editor and click the ☰ menu icon and choose “Edit”. Next, choose an expiration time from the dropdown menu. You can expire inactive contacts after […]

Flows

Copying a Flow

July 22, 2025 niang Comments Off on Copying a Flow

Copying a flow is useful when you’d like to create an exact duplicate of your flow or build off of an existing flow’s structure. Create a Copy Go to your “Flows” tab. Click the flow you’d like to copy. Click on the ☰ menu icon in the top right-hand corner in the flow editor and […]

Flows

Sending a Message to a Group

July 22, 2025 niang Comments Off on Sending a Message 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 and then select your target group from the contacts dropdown in the flow start dialog. Let’s walk through the steps. First, click on the Flows tab in the […]

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