> For the complete documentation index, see [llms.txt](https://help.usejimo.com/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.usejimo.com/docs/experiences/surveys/flow-builder.md).

# Flow Builder

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

The Flow Builder simplifies how you create and manage multi-step experiences. Instead of navigating through individual steps via a top bar, you now have a **global view of the entire journey**.&#x20;

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

## **First Time in the Flow Builder**

When you create a new experience from scratch, the Flow Builder provides a clean, structured workspace to organize your experience.

#### **Key Features in the Main View :**

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FNsIP4lfgD1kaGdSd3YsM%2F2024-11-26_11-11.png?alt=media&amp;token=c8fc477a-eab7-499c-8645-568b4a9f81e1" alt=""><figcaption></figcaption></figure>

1. **Top Bar: General Options**
   * **(A) Tab Switcher:** Easily switch between the **Flow Builder** and **Content Builder**.
   * **(B) General Settings:** Rename your experience or go back to the dashboard.
   * **(D) Generic Options:** Access warnings, save progress, preview your experience, or go to **Target & Publish**.
2. **Main Workspace:**
   * **Sidebar Menu (C):** Contains all available step types, grouped by category (e.g., guide, announce, engage). You can [drag and drop](#user-content-fn-1)[^1] these to build your flow.
   * **Central Area:** The large, empty workspace where you place and organize your steps sequentially.

This setup is designed to give you a clear overview of the entire experience-building process, focusing on structure and organization.

***

## **Step Management**

Once you’ve added a step, the Flow Builder adapts to provide tools for managing individual steps and visualizing their connections.

**Key Features After Adding Steps :**

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2F0qF7eIDjF7cVkGgBRqIc%2F2024-11-26_11-26.png?alt=media&amp;token=d15b7a4a-e2ed-4112-a858-6a0979457f2e" alt=""><figcaption></figcaption></figure>

1. **Step Tools:**
   * **Quick Actions (B):**
     * Rename a step by double-clicking its name.
     * Use icons for duplication, drag-and-drop rearrangement, and deletion.
   * **Trigger Indicators (C):** Display the associated triggers (conditions and actions) for each step directly below it.
2. **Step Connections & Progress Flow:**
   * [Visualize progress with arrows](#user-content-fn-2)[^2] showing the origin (trigger or CTA) and destination (next step) (D).
3. **Sidebar Menu Updates:**
   * Another way to open/close the flow builder sidebar to drag and drop additional steps as needed (A).
4. **Quick Access to Content Builder:**
   * Clicking on a step provides a direct link to its associated content in the Content Builder, making navigation clear while keeping a visual overview.

This view prioritizes step management, offering both a visual flow of the journey and efficient access to step-specific details.

[^1]: ![](https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2Fw52I0brTfx9lyEjm5L93%2F2024-11-26_11-38.png?alt=media\&token=9ebe264d-92ed-40cd-890b-0c06ab9e5fe8)

[^2]: ![](https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FXugGgbMcO6ae0s961K1E%2F2024-11-26_11-31.png?alt=media\&token=9eb45cc2-396c-42a9-9e55-3c7ade848a0f)
