Flows overview
What flows are, how a journey is built from steps, and where to find each guide.
A flow is a multi-step journey. People enter at one point, move through steps such as waits, messages, splits and API calls, and leave at an exit step or when they reach a goal. Use a flow when one message is not enough: a welcome series, a post-purchase follow-up, a cart reminder that waits to see whether the person comes back.
Use a campaign instead when you send a single message to an audience.
The parts of a flow
| Part | What it is |
|---|---|
| Entry | How people get in: they perform an event, you run it at a fixed time, they exit another flow, you activate a business event, or your backend calls an API. |
| Steps | The boxes on the canvas. Each step does one thing and passes the person to the next one. |
| Branches | A step such as a split or a "has done event" check sends people down different paths. |
| Variables | Values resolved at entry or once per run, such as a price fetched from your API. |
| Goals | The events that count as success. Goals drive conversion and lift numbers. |
| Exit criteria | Conditions that remove a person from the flow early. |
| Settings | Entry limits, an end date, a control group and delivery rules. |
Lifecycle
A flow starts as a Draft. Publish freezes the canvas as a new version and makes the flow Active. An active flow can be paused and resumed, and stopped. A stopped or draft flow can be archived.
Publishing needs the publish permission. People with only the create and manage permission can build and save drafts.
Every message a flow sends goes through the same send gate as campaigns: consent, frequency caps, quiet hours and the Test allowlist. See Core concepts.
Guides
- Find and manage flows: the Flows list.
- Build a flow on the canvas: add, connect and remove steps.
- Steps reference: every step type and its settings.
- Set the entry: the Entry tab.
- Use flow variables: the Variables tab.
- Set goals and exits: the Goals & exits tab.
- Flow settings: the Settings tab.
- Save and publish a flow.
- Monitor a flow: stats, goal lift, runs and instances.
- Business events: one activation, many flows.
For developers: Enter a user into a flow and Activate a business event.
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