đĨī¸Creating a Flow
Flows are an easy way to visually create a multi-step multi-channel customer journey.
Step 1: Navigate to the Flows tab from the sidebar.
Step 2: Click on the green plus button to create a new flow.
Step 3: Give your flow a name.
Step 4: Select the target audience.
Step 5: Design your flow.
5a: The 'Action' option allows you to send an email or SMS to the targeted audience, or assign a task to a team member.
5b: The 'Delay' option allows you to schedule out when the next Action is triggered.
5c: The 'Condition' option allows you to set a condition and triggers an action based on whether a customer matches the condition (yes/no).
Step 6: Click 'Publish' to get the Flow started!
Last updated