Lifesight

Wondering how to use the flow builder? Here’s how you can take it for a spin:

Click on 'Create from Scratch' to build a new flow. You can also pick from our list of popularly used Flow templates.

Any flow on Engage needs a start trigger to identify when to initiate a flow for a contact. Set up your 'Start Trigger' by clicking on the box at the top and choose from a list of events and activities that a contact may perform.

To insert a step, such as a message, into your flow, click on the component in the sidebar to add it to the visual canvas. 

As you add an email or SMS location into the canvas, a light green drop zone will appear as you move closer to a drop point. Choose the right stage and drop the box there.

Add a relevant message (email/SMS) from the saved or community templates that a customer would receive at this stage

Once a message/email has been added to the flow, you can use the right-hand sidebar to configure the message and add any personalized elements/settings/links.

Set the flow live by clicking on the 'Publish Flow' button.

1. Click on 'Create from Scratch' to build a new flow. You can also pick from our list of popularly used Flow templates.
2. Name your flow.
3. Any flow on Engage needs a start trigger to identify when to initiate a flow for a contact. Set up your 'Start Trigger' by clicking on the box at the top and choose from a list of events and activities that a contact may perform.
4. To insert a step, such as a message, into your flow, click on the component in the sidebar to add it to the visual canvas. 
5. As you add an email or SMS location into the canvas, a light green drop zone will appear as you move closer to a drop point. Choose the right stage and drop the box there.
6. Add a relevant message (email/SMS) from the saved or community templates that a customer would receive at this stage
7. Once a message/email has been added to the flow, you can use the right-hand sidebar to configure the message and add any personalized elements/settings/links.
8. Set the flow live by clicking on the 'Publish Flow' button.

Design your messages and save them as templates before you start designing a flow template. This will help you pick the right messages and visualize a flow of continuous activities as the contact/customer would see the messages.

Pro Tip