After you have created a new flow, you will end up in the flow builder. Your chosen Start flow is already ready on the canvas.

The flow is saved automatically. This happens after every change in the flow. It is therefore not necessary (and not possible) to save the flow manually.

 

Flow builder structure

In the flow builder, you will see the following components:

• Left menu: the actions
• Middle: the canvas
• Top right: the options of the selected start flow or action on the canvas. You will find a step ID for each step, which support may ask for if you ask them for help.
• Bottom right: the navigation

 

Actions

You are completely free to arrange the canvas as you wish. You add an action as follows:

• From the left menu, drag actions to the desired location on the canvas.
• The relevant options appear at the top right and you set these.
• You can delete a step by clicking on the step and clicking on the red cross Delete step.

You can connect actions to each other via the drag a line icon (1). You use the line icon to connect to the next step. Press and hold the icon and drag the line to the next action. If you click on the next step icon (2) from an action, the next action will automatically be linked to it.

 

Action: Send email

This option allows you to select an email to be sent. Have you already prepared the email via the Content menu? Then you can select it here. Haven't set up an email yet? Then click on the Create new link. You only give the email a name and select a language. If you click on Edit email you will be redirected to the Content > Emails menu. Our advice is to first build the flow and then create the emails, so you have a clear overview of the total number of emails and the content you want to share in them.

 

User action

Optionally choose a User action here if you want to add extra actions specifically based on the behavior:

• Open: If the contact has opened, you may want to send additional information on the same topic.
• Non-open: if the contact has not opened, you may want to send a reminder.
• Click: The contact opened the message and then clicked a random link with a clickname. The plug-ins (log out, web version, etc.) do not count. So there is probably interest. For example, you may want to send a discount.
• Non-click: If a contact has opened, but not clicked, you may want to send a reminder. For example, if a contact has not clicked on the download button in a white paper campaign.

With the non-open and non-click options, you select the period after which it is checked whether there has been an open or click. After a click or an open, the contact continues immediately. It is also possible to add an extra delay with the Wait action.

 

Action: Send SMS

This option allows you to select an SMS to be sent. This is only possible if the SMS module is activated. This can be done by the superuser via the menu Setup > general > Campaigns. Select the desired campaign, click on Edit, then enter an SMS sender name.

Have you already prepared the SMS via the Content menu? Then you can select it here. Have you not yet prepared an SMS? Then click on the Create new link. You only give the SMS a name and language. If you click on Edit SMS, you will be redirected to the Content > Text messages menu. Our advice is to first build the flow and then create the SMS messages so that you have a clear overview of the total number of messages and the content you want to share in them.

 

Action: Wait

A delay is possible in combination with an email, a filter or filling a database field. You can choose from:

• Wait for: most common delay. If you skip the weekend days, they will not be counted as a day.
• Wait until (date): often used in combination with the Start flow: On a fixed date. Another example is a product launch on a specific date. Contacts who arrive at this action after the entered moment will immediately continue with the next step because the entered moment has expired.
• Wait until (time): often used in combination with the Start flow: On a fixed date. Another example: in a Black Friday campaign when the offers are about to expire at the end of the day. Contacts who arrive at this action after the entered moment will immediately continue with the next step because the entered moment has expired.

 

Action: Wait until match filter

With this action, you put a contact on hold until it meets the filter. Have you already set up the filter via the Send menu? Then you can select it here. Haven't set up a filter yet? Then click on the Create new link. You only give the filter a name. If you click on Edit Filter, you will be redirected to the Send > Filters menu.

To apply two filters, you have two options:

• Place two filters, one after the other.
• Create a combined filter via the Send > Filters menu.

Use this action, for example, if you want to first have an internal check before someone is allowed to enter this flow. For example, if an account manager must first check whether this contact person is actually a customer.

 

Action: Match filter

With this action, you check whether the contact meets the filter. Have you already set up the filter via the Send menu? Then you can select it here. Haven't set up a filter yet? Then click on the Create new link. You only give the filter a name. If you click on Edit Filter, you will be redirected to the Send > Filters menu.

To apply two filters, you have two options:

• Place two filters, one after the other.
• Create a combined filter via the Send > Filters menu.

Use this action if you want to branch the flow into multiple parts, for example a flow based on the language Dutch and the language English.

 

Action: In group

This action checks whether a contact is in a group. Have you already set up the group via the Contacts menu? Then you can select it here. Haven't set up a group yet? Then click on the Create new link. You just give the group a name. If you click on Edit group, you will be redirected to the Contacts > Groups menu.

 

Action: Group action

Use this action if you want to add or remove a contact from a group at a certain point in the flow. Have you already set up the group via the Contacts menu? Then you can select it here. Haven't set up a group yet? Then click on the Create new link. You just give the group a name. If you click on Edit group, you will be redirected to the Contacts > Groups menu.

 

Action: Change contact field

Use this action if you want to overwrite a contact database field with a value at some point in the flow.

A database field can be overwritten or supplemented in two ways:

• Overwrite: the value that was currently in the database field is replaced by another (entered) value.
• Add to existing value: the value that was currently in the database field is supplemented with an entered value. This can be a calculation (for example, value 2 in database field +1 becomes 3). The same can be done with a date (1-1-2019 + 3 days becomes 4-1-2019). Each input type has its own function and therefore also its own possibilities.

For example: if a contact has requested a white paper, but has not downloaded it from the confirmation and reminder email. Then you may want to change the status so that sales has a clearer overview of which contacts are interesting to call.

 

Next step: publish your flow.