Flows
Introdução a Fluxos
O que é um fluxo? Um fluxo é um conjunto de passos organizados em formato de fluxograma. Essas passos são aplicados aos seus contatos quando eles entram no fluxo, ou seja, quando começam uma conversa…
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Visualizing and Exporting Variables
Visualizing Results. When your contacts interact with a flow, your answers will be storage as a flow result that you can access selecting “Results” on the drop-down menu on the configure icon on the…
Sending a Message Through the Flow
“Send a response message” is an action that you will use to communicate with your contacts on a flow, allowing to avoid an automatic message when reaches a determined step on the flow. On the example…
Introduction to Flow Variables
By standard, a flow containing RuleSets contains a collection of resulting variables for each RuleSet evaluation. For example, the RuleSet below will produce a variable flow @flow.phonenumber when th…
Classifing and Deleting Contacts in Groups
Adding contacts to a group. Go to the flow editor;. Click on and drag the red box on the action;. Use the action “Add contact to a group” to add contacts to a group from a flow. You can choose one or…
Action Set
An Action Command represents some actions done in name of the flow. Essentially, they are commands that allow you: Send an “SMS response” (standard “send a message”: action – will send a message to t…
Sending an Email
Use the Send an Email to send an Email using the flow. The resulting email can contain values referred using: @contact. @flow. @date. @channel. @step. @extra, ex.: @ (HOUR (NOW ())). To send an Email…
Exporting and Importing a Flow
Export a flow: Use this action to export Flows. You can export a flow to share with other accounts or to save a specific version of your flow to use in the future. Go to the flows guide;. Click on th…
Adding and Actualizing the Contact Fields
When the contact field is created, the default value is null, at least the field was imported from a pre-existing value. To alter a newly created field value, you can actualize it using this action o…
Types of Flows
The platform provides three types of flows that are available according to the channel capacity when you are connected to your flow. Text messages flows are applied to SMS channels and social network…
Starting a Webhook
Although the platform provides flexibles methods to storage and evaluates values, you can have the necessity to get data from an external application (using a coupon code, order number or patient ID)…
Starting a Flow
If your contacts want to interact into the flow, they should be initialized. A flow can be initialized in different ways: You can initialize manually a flow when you want through the box “Start a flo…
Creating a New Flow
To create a flow: go to the guide “flows”. click on the button “Create a flow”. The dialog box “Create a Flow” will appear, so you can: Define the flows name;. Attribute keyword triggers;. Specify ho…
Sending a Message to Somebody Else
You can add an action on your flow to avoid sending a message to somebody who is not an active contact on this step. For example, this action can be used for: Other contacts progress warmings on a fl…
Creating a Flow in Different Languages
After defining the first and second language in your account, you can edit your flows to alter between different languages, depending on the languages preferences from your contacts. After to select…
Rule Set
Rule Set are connection points on a flow. They are conditional declarations allowing to direct your contacts using: A message received or recorded. A contact field. A flow variable. A form field. An…
Response Rule
The response rules will evaluate the operator designated for the rule set. Remember the RuleSets article, for each RuleSet, is designated a different operator. On the example below, a RuleSet respons…
Know the Flow Editor
Flow Editor Anatomy. 1. Name The given name to the created flow. 2. Create Message This button opens the steps editors, that comprehends two distinct dialogs: The action dialog (Send Message) and the…
Start Someone Else in Flow
Use Start Someone Else in a Flow to put a contact or a separated group into a flow when a contact reaches this step. On the example below, we are calling the support contact when the user reaches on…
Adding Labels to Responses
Use the Create Label action to label the received messages processed on the flow. Consider that the contacts groups classification allows the contact segmentation based on your responses, labeling th…
Flow Introduction
Flow is the conditional logical tree visual representation applied for your contacts when they are in the flow. When the contact is in a flow, they interact directly with the steps. The steps are com…
Starting Another Flow
Use the Start Another Flow to move your contacts from a flow to another one. When a contact passes through this step, the contact will be removed from the actual flow to start another one. On the exa…
Defining Keywords for a flow
You can attribute keyword(s) to a flow to allow your contacts to start a flow using your criteria. The keyword is the first word in a received message. To attribute a keyword in a flow: Go to the “fl…
