Regular Expressions, commonly referred to as regexes, can be used to build more advanced custom rules. Regexes need to conform to a strict syntax to ensure that they are well understood when they are evaluated. If you find yourself using this advanced form of rule matching, make sure you are familiar with how they are constructed. […]
Split by Contact Field
This action is useful to check that your contacts have particular contact fields completed or not. This avoids having to ask your contacts for the same information repeatedly while ensuring empty contact fields are updated. In the example below, we want to see if our contact already has a name saved in their contact information. […]
Use a ‘Split Randomly’ Action to Create Evenly-Distributed Buckets
The Split Randomly action can be used for randomly passing your contacts through equally-distributed pathways in your flow. In the example below, we’re immediately splitting contacts who enter a flow into two different groups named “A Flow” and “B Flow”. We’ve ended there in our example, but you could go on to start those contacts in a […]
Using a Flow to Set a Contact’s Language
Need to set a contact’s preferred language? You can use a flow to easily automate this. Here’s how: Use the Set language for contact action to update your contacts’ language preferences from within a flow. Contacts will then receive messages in their preferred languages if the flow they’re interacting with has been translated. In the […]
Importing a Flow
Use this action to import flows into your account. To import a flow: Go to either the Flows section in your workspace or the workspace settings page. Click on the ☰ menu at the top right to access the drop-down menu and then click on Import to begin the import process. Choose the file you wish […]
Starting Somebody Else in a Flow from a Query
The Start Somebody Else in a Flow action allows you to place a separate contact or group in a flow when a contact reaches this step. But what if you want to start contacts who are the result of a search? We’ve added this new feature to allow you to easily start contacts who fit your query […]
Using ‘Wait for Response’ in a Flow
A wait for response split action analyses the response given by your contact and provides you with tools to prepare for your next move. You can set a response rule to evaluate the contact’s input and, optionally, continue forward in your flow even when no response is given. Read on to learn more. Setting a Response Rule […]
Navigating the Flow Editor
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 […]
Routing Contacts with Splits
Split Actions are the pivot points in a flow, “splitting” it into new branches. They’re conditional statements that enable you to direct your contacts after evaluating: an incoming message or recording a request to a webhook a Zapier flow event an airtime transfer the contact’s activity in a subflow a contact field a flow […]
Exporting a Flow
Use this action to export flows. You can export a flow to share with other accounts, or to save a specific version of your flow for later use. To export a flow: Navigate to the flows tab. Click the flow you want to export. Once in the flow editor, click the ☰ menu […]