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.

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 :

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 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.

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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 :

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:

   • 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.