🖥️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!