Flow Builder

The central hub for structuring sequential experiences like tours and surveys. It helps you organize, manage, and connect steps with ease, offering a clear visual of the user journey.

Understanding the Flow Builder

The Flow Builder is designed to simplify how you create and manage multi-step that follow a sequential logic, like Tours & Surveys.

It provides a visual representation of the step progression, allowing you to easily add, reorder, and connect steps. Instead of navigating through individual steps via a top bar, you now have a global view of the entire journey.

• Tours: Focus on guiding users through a multi-step journey based on conditions.

• Surveys: Collect responses step by step, with logic-driven flows based on the answers.

Easily switch between steps, visualize progress, and manage the flow in one centralized interface.

📝 For single-step or unordered experiences (e.g., Banners, Hints, Checklists), the Flow Builder isn’t needed, and the Content Builder is used instead.

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First Time in the Flow Builder

To access the Flow Builder, follow these steps:

1. Creating a New Experience:

   • After clicking Enter Builder when creating a new Tour or Survey, you land directly in the Flow Builder.

   • This is where you add your first step before moving to customization.

   
2. Returning to the Flow Builder:

   • From the Content Builder, click the Flow tab in the Top Bar.

   • Alternatively, use the “+” menu icon in the left sidebar to return to the Flow Builder and add new steps.

   

📝 If you're working on Banners, Checklists, or Hints, there’s no Flow tab, as these experiences don't require step sequences.

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Adding Steps

In the Flow Builder, the right sidebar provides a list of step types available for the selected experience type.

How to Add a Step

• Drag & Drop a step from the sidebar into the flow preview.

• After placing a step, you’ll be redirected to the Content Builder to customize its content.

Step Types by Experience

Tours

Steps differ mainly in style and placement:

• Fixed Steps: Positioned relative to the screen (e.g., Snippets, Modals).

• Targeted Steps: Attach to a specific UI element (e.g., Tooltips, Badges).

More details in the tours components.

Surveys

• Steps are primarily interaction types (e.g., MCQs, NPS, Open Questions).

More details in the surveys components.

• You choose one style (from Tour step types) for the entire survey.

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Steps Management

The Flow Builder allows you to organize steps efficiently, rename them, and overview how users progress between them.

Quick Actions in the Flow View

Rename a Step (A)

Double-click the step name at the top of each step.

(In Legacy or In-App Builder, this can be done from the Navigator main section.)

Rearrange Steps (B)

Duplicate a Step (C)

Delete a Step (D)

Flow Visualization & Step Progression

The Flow Builder provides visual indicators for how users move between steps:

Progress Arrows (A)

Arrows show progression paths from a step’s CTA, trigger, or target to the next step.

Behavior Quick Access (B)

Targeted Elements Preview (C)

Quick Access Controls

Even while in the Flow Builder, you still can:

• Click any step to open its parameters in the Content Builder.

• Modify triggers/conditions directly from the quick access bar below each step.

• Adjust targeting for UI-attached steps using the quick-access icon above them.