Creating a flow

Learn how you can build a flow from scratch and what components you may use to set up experiences.

Apoorva from Lifesight avatar
Written by Apoorva from Lifesight
Updated over a week ago

You can create a flow from scratch or use a template. Take a look at all the things you need to know before you begin.

Before you start building your flows

  1. Identify the segment in which you’re creating this flow. Knowing what events the customer would have gone through is important before initiating a flow for them. Our article on the role of segments while building flows might prove handy here.

  2. Create the email and SMS templates that you plan to use in the flow beforehand, and save these templates. Ensure that you name them in a manner that is clear and instructive. It’s important to note that you cannot make edits to an email/SMS from within the flow builder. You can go through these articles on how to build email templates and SMS templates to refresh your memory.

Flow Blocks

To build any automation, choose from the flow blocks on your right hand side panel to get started. Each flow is designed using a combination of 3 types of blocks

1. A Trigger Block

A trigger defines when your flow is due to start. The trigger block allows you to choose from various filters and attributes related to a store, an order, or a customer to help you set up the initial starting point for your flow.

2. An Action Block

An Action block defines what should happen when your audience fulfills the conditions mentioned right above the action block. The action block allows you to send custom messaging.

3. A Control Block

A Control Block allows you to add custom conditions to direct how the flow behaves, for example, you can add time delays, conditional logic (true or false branching), or set certain events after which certain messages are sent.

Check out our article on flow builder components to better understand how you can use these blocks.

Steps to set up a new flow

  1. Click “Start from Scratch” or “New from Template”

  2. Set up a unique name for the flow

  3. Add a trigger to start the flow

  4. Build your flow using the drag & drop flow components in your right-hand side flow builder panel

  5. Add an exit condition

  6. Publish your flow.

Looking for more details on what you can do with a flow? Our article on using the flow builder to create or set up a new flow using templates is bound to come in handy.

In case you have any further queries, feel free to write to us at [email protected] and we’ll respond at the earliest.

Did this answer your question?