When you start building a flow, the system allows you to select the type of data that you want to process.

💡 If you don’t have a form yet, then you won’t get the ‘Form Submission’ option

💡 If you don’t have a phone number yet, then you won’t get the ‘Incoming Phone calls’ option

1. Contacts - Automations that run on Contacts already in your system. Triggered either manually or based on events such as task status changed, payment processed, etc.

2. Form Submissions - Automations that are triggered real-time automatically when a form is submitted. Create auto-responders, order fulfilment, lead assignment, and other automation.

3. Incoming Phone Calls - Automations that run on an Incoming Phone Call. Create interactive voice menus, trigger emails, SMS, or dynamically route phone calls based on conditions.

Steps to create a contact flow

Load the flow builder

Navigate to the flow builder by clicking the “Flows” on the left side menu. Then when you have the flow page open, you will see a link to “Flows” on the top of your page, please click that. Click on the ‘Create Flow’ button.

The system will pop up a message box, and you will have to select the first option, 'Contacts'. Now, click on the ‘Select’ button.

Drag and drop to build flow

Drag and drop elements on the flow builder to add steps

Save the flow

After completing the design works, please click on the ‘Save’ button

Publish the flow

The system will allow you to set a name for the flow and publish the flow.

Steps to create a loop

For example, you have a flow that you are using for sending emails.

Add the ‘Wait For Amount of Time’ step

Under the 'Logic' section, you will have the 'Wait For Amount of Time' step. Please, add this step to your flow before the last step

Set loop time

You can set the waiting time as per your requirement. Such as you might want want to loop the flow in every three minutes. We can even choose the days.

 Add the ‘GoTo Another Step’

Under the 'Logic' section, we have another step 'GoTo Another Step'. Please, add this step to your flow.

Configure the loop starting point

On the configuration, the system will allow you to choose the step which you want to set as a loop starting point.

Finally, save the setting, and ‘Save and Publish’’ the flow.

Now, you can remove this step from the flow

Finally, save and publish the flow.

Steps to dynamic fields in the email builder

Load the email builder

Please, click on the email step and navigate to the ‘Edit Email’ button.

Add the dynamic fields

The system will load the email building editor. Now, click on the ‘Insert Merge Field’ to add the dynamic fields.

After clicking on any dynamic field, the system will automatically copy the field in the clipboard. Then you only need to paste the field data on the required position.

Add the ‘Email Send’ step

Under the ‘Messaging’ section, you will get the ‘Send Email’ step

The system will allow you to configure that step

‘Email Send’ step options

Subject

Here you can add a fixed text like ‘Welcome Email’. Also, the system allows you to add all the dynamic fields like contact, submitted form fields etc

Sender name

Like the subject, you will also get the same feature for the ‘Sender Name’ field

Sender Email Address

Here you can add any email address that you have connected to under the chat inbox.

💡 If you use a custom domain email like info@ericdomain.com, then you need to auth this domain ‘ericdomain.com’

Who do you want to send this email to?

Here you can set different email fields of the contact

Advanced options

With this option, you can add CC, BCC, Reply To Name, Reply-To Email options also

Design email body

Please, click on the ‘Edit Email’ button, to design the email template for that step.

Save the flow

After completing the design works, please click on the ‘Save’ button

Publish the flow

The system will allow you to set a name for the flow and publish the flow.

Load the flow builder

Navigate to the flow builder by clicking the “Flows” on the left side menu.

Then when you have the flow page open you will see a link to “Flows” on the top of your page, please click that. Click on the ‘Create Flow’ button.

The system will pop up a message box, and you will have to select the first option, 'Contacts'. Now, click on the ‘Select’ button.

Drag and drop to build flow

Drag and drop elements on the flow builder to add steps

Use the ‘Wait For Amount of Time’ step

Under the ‘Logic’ section, you will get the ‘Wait For Amount of Time’ step. This step allows you to create a time gap in the drip campaign.

Please, configure the step as per your requirement.

Use the ‘Send Email’ step

Under the ‘Messaging’ section, you will get the ‘Send Email’ step

Please, configure it as per your requirement.

By the combination of these two steps ‘Wait For Amount of Time’ and ‘Send Email’, you can build your email drip campaign.

Open contact list

Please, navigate to the ‘Database’ on the left side menu. You will get the list of all contacts

Select all contacts

Please, check the checkbox to select all contacts. After clicking the checkbox, the system will allow you the dropdown to select the ‘All’ option

Add contacts to a flow

After selecting all contacts, click on the ‘Add To Flow’ button to add all contacts to a flow

Select a flow

The system will allow you to choose the flow name.

Click the ‘Ok’ button to execute the flow.

Use the ‘Condition’ step inside the flow builder

Drag the ‘Condition’ step

Inside flow builder, we have the 'Condition' step under the logic section. This step will help to check the user's inputs.

If you drag that component to your flow builder board, the system will show you the configuration window.

Set condition

Please, select the first dropdown ‘Which Data Set Will This Condition Use’. At the very bottom, you will get the connected form with the flow.

Set condition field

At the ‘Condition’ field dropdown, you can access all the available fields on the form.

Set condition operation

You can have multiple condition operators.

Please, adjust these two dropdown fields as per your business requirements.

Set condition value

At the last dropdown, you can set the condition value.

Save the step details

After configuring the step, please click on the ‘Save’ button to save the step details

Save the flow

After completing the design works, please click on the ‘Save’ button

Create a New Form

Load the Form Builder

Navigate to the form builder by clicking the “Database” on the left side menu.

Then when you have the database page open you will see a link to “Forms” on the top of your page, please click that. (See the image below)

Drag & Drop to Create Your Form

Drag and drop elements on the form builder to add elements

Save Your Form

Please, click on the ‘Save’ button after completing the design.

Steps to create a flow

Create a flow

Load the flow builder

Navigate to the flow builder by clicking the “Flows” on the left side menu.

Then when you have the flow page open you will see a link to “Flows” on the top of your page, please click that. Click on the ‘Create Flow’ button.

Select the flow option

The system will pop up a message box, and you will have to select the second option, 'Form Submission'.

Select the form

After selecting that option, the system will display the list of all available forms under your account and you can select your desired form.

After selecting your form, please click on the ‘Select’ button to start building the flow.

Drag & Drop to Create Your Flow

Drag and drop elements on the flow builder to add steps

Save the flow

After completing the design works, please click on the ‘Save’ button

Publish the flow

The system will allow you to set a name for the flow and publish the flow.

Use the ‘Condition’ step inside the flow builder

Drag the ‘Condition’ step

Inside flow builder, we have the 'Condition' step under the logic section. This step will help to check the user's inputs.

If you drag that component to your flow builder board, the system will show you the configuration window.

Set condition

Please, select the first dropdown ‘Which Data Set Will This Condition Use’.

At the very bottom, you will get the connected form with the flow.

Set condition field value

Please, select the ‘Product’ option on the ‘Condition Field’ dropdown

Set condition operation

You can have multiple condition operators.

Please, adjust these two dropdown fields as per your business requirements.

Set the condition value

At the last dropdown, you will get all the avail products’ id/s on the purchase form

Get product id

To get the product ID, please open the purchase form and click on the setting icon of that specific product

Save the step details

After configuring the step, please click on the ‘Save’ button to save the step details

Save the flow

After completing the design works, please click on the ‘Save’ button

Add the ‘Email Send’ step

Under the ‘Messaging’ section, you will get the ‘Send Email’ step

The system will allow you to configure that step

Please, make the changes as per your requirement.

To track email status (opened/clicked), you mush have to use a verified domain email. Otherwise, email tracking will not work.

We can only detect emails sent from domain auth, Gmail or SMTP email will not be able to detect

Update domain URL Shortener

Please, navigate to the ‘Settings’ tab of the ‘Email Send’ step. On the ‘ Custom Domain URL Shortener’ dropdown, please select any option except ‘Do not Convert Links to Short Links’

Add the ‘Wait For Email/SMS Reply/Click/Open’ step

Please add the ‘Wait For Email/SMS Reply/Click/Open’ step to your flow under the Email Send’ step.

This step is available under the ‘Logic’ section

Configure the ‘Wait For Email/SMS Reply/Click/Open’ step

On the configuration tab, you need to set the monitoring step, waiting time, etc

Here, you can set the step that you want to monitor

Set the event status

And set the waiting time

Now, please add the necessary steps as per your requirement

What is Custom API?

API is the acronym for Application Programming Interface, which is a software intermediary that allows two applications to talk to each other.

Each time you use an app like Facebook, send an instant message, or check the Bitcoin price on your phone, you’re using an API.

How to use POST method to send data into your system from third party software?

Most of the time if you are sending data to an API you will use 'POST' to send the data. If you are pulling data from an API into your flow you will use 'GET'

1. Inside your Flow: Select Custom API from Data Services
2. Paste your third party API link to perform your operation
*This is provided by the third party API or service you are using. For example; If your trying to post a webhook to Zapier you would use the URL Zapier provides to receive the webhook
3. Select your HTTP Method: POST / GET
4. From Body Data Choose
- You can choose “No Code”
or
- You can choose “Custom Body”

No Code (POST REQUEST with JSON)
- Select Data Type: JSON
- Select Body Type: No Code
- Add Headers for which you want to catch and store values as mentioned in below image

No Code (POST REQUEST with Custom Body)

- Select Data Type: JSON
- Select Body Type: Custom Body
- Add Headers for which you want to catch and store values as mentioned in below image

Below is the Example Format you can copy and use for JSON custom body:

*{*“fname”:“${form.firstName.value}“,
“lname”:“${form.lastName.value}“,
“email”:{$form.email.value.value}}

Click on Save button and you are ready to send requests in your third party API that is going to be received in your Flow via Custom API.

Open the flow

Please, navigate to the ‘Flows’ on the left side menu bar and open your flow in the flow editor.

Change the trigger

On the right side of the screen, you will have the hamburger icon to change the settings of the flow. Please, click on it. You will have the option to remove/add trigger

We have many options to set as trigger

Please, choose the option as per, your requirements.

Steps to delete a step

Please, select the step connecting top line and hit the ‘Delete’ button on your keyboard

Please, repeat the same process for the bottom connecting line

Now, finally, select the step and click on the ‘Close’ button

Add the ‘Email Send’ step

Under the ‘Messaging’ section, you will get the ‘Send Email’ step

The system will allow you to configure that step. Please, click on the ‘Edit Email’ button

Design the email template

The system will load the email builder. Now, click on the ‘Visual Email Builder’ button

Load the email template

Please, click on the ‘Load Saved Template’ button, the system will allow you to select system available templates. Also, your personal templates.

On the ‘My Templates’ tab, you will get your own saved templates.

Complete the design work and save everything 🙂

Open the contacts

Please, navigate to the ‘Database’ on the left side menu. Once the page is open, please click on the ‘Contacts’ on the top menu.

Open the specific contact

Please, click on the concerned contact, and the system will open it.

Add contact to a flow

On the right-hand side, there is an option to add the contact to a flow. Please, click on the ‘Plus’ icon to view the existing flows.

Create a flow

Load the flow builder

Navigate to the flow builder by clicking the “Flows” on the left side menu.

Then when you have the flow page open you will see a link to “Flows” on the top of your page, please click that.

Click on the ‘Create Flow’ button.

The system will pop up a message box, and you will have to select the third option, 'Incoming Phone Calls'.

Now, click on the ‘Select’ button.

Drag and drop to build flow

Drag and drop elements on the flow builder to add steps

Save the flow

After completing the design works, please click on the ‘Save’ button

Publish the flow

The system will allow you to set a name for the flow and publish the flow.

Connect the flow to a number

Open the phone numbers section

Please navigate the phone number section by clicking on the ‘Phone’ on the left-side menu

When the page is open, click the ‘Numbers’ button on the top menu

Edit the phone number

Please, select your concerned phone number, and open it in ‘Edit’ mode

Connect the flow

Please, select the ‘Send Inbound Phone Calls To’ dropdown, and the system will provide you with a list containing existing call flows. Please, select your concerned flow.

Connect the flow

Now, click on the ‘Save’ button to save the changes

Webhooks are "user-defined HTTP callbacks". They are usually triggered by some event, such as pushing code to a repository or a comment being create a contact.

When that event occurs, the source site makes an HTTP request to the URL configured for the webhook.

Users can configure them to cause events on one site to invoke behavior on another. Common uses are to trigger builds with continuous integration systems or to notify bug tracking systems.

Because webhooks use HTTP, they can be integrated into web services without adding new infrastructure.

Steps to send data via webhook(API)

Create API endpoint

Create a form

For example, we have a form name ‘API Form’

Please, create a form with necessary fields like FirstName, LastName, Email, Phone, etc. You can choose fields as per your requirements.

Get the API info

After saving the form, please, navigate to the ‘Tacks’ on the left menu bar. Here you will have all the tracks. You will also get the same form on the track list

Please, select the track and click on the ‘Edit Track’ button

You will have the API key and track ID on the' Edit Track' page. You will get all these information under the ‘API Permission’ tab

You can also control the API permission from here 

Get API documentation for this end point

Please, go back to the tack list. You see, each tack has a link icon on the left side.

Please, click on the link icon and you will have the integration guideline under the ‘API Integration’ tab

Sample API post request using POSTMAN

For example you have 3rd party integration with Zapier and you are getting data from 3rd party and would like to load this data into system. This article will show youstep by step guide on how to that.

1. We have to create a Track in system

Tracks show you the 'Path' connecting your contacts/leads/customers/callersflow through across all your Websites, Forms, API's, and Phone Numbers.

Creating a Track:

Go to Track and Click on Add Track as mentioned in below screenshot:

Once you click on Add Track you will see a pop up to choose what you would like to add in Track. In this example we would like to create a contact using 3rd party integration. So we are selecting Contacts as a Track

Once you select contact, click on Create Input Button

You will see below screen where you can provide a name to your Track:

Once you provide the name, then click Save

Once Track is saved, you can search your Track using search bar by providing the name of the Track:

From here you need to click on Integration Instruction Button to see the details for API which you can use in Zapier to POST data into system.

Check below screen shots:

Click on below link:

You will see below pop up where you need to select
“Api Integration Tab” and then Click on button
called “Custom API Documentation”

Once you click on “Custom API Documentation” button you will see below page:

You will also see below details on this page regarding field names.

 As we are creating contact using 3rd party so we need to check details for create contact fields.

Check below screenshot:

Once you have all the details required from your CRM side.

Now move towards to 3rd party integration side where we need to use all these details.

In this example we are using Zapier and we would like to create a contact/lead coming from

Facebook → Zapier and then from Zapier → to your CRM.

Go to Zapier and set your Trigger with 3rd party whatever you would like to set.

In this example we are setting Facebook Lead Ads as a Trigger in Zapier:

On a action step:

Select Webhook, use POST request as mentioned in below screenshot:

Now paste the POST URL under URL option which you saved from this step

Now map your fields that are coming from Zapier Trigger Step into Action step as mentioned in below screenshot:

Once that is done. You need to provide your authorization code that you got from this step above

Once that is done. You can test your zap and you will see contact will be created into your CRM coming from Facebook Leads Ads.

How to POST data into your CRM from third party integration using Pabbly?

For example you have 3rd party integration with Pabbly and you are getting data from 3rd party and would like to load this data into your CRM. This article will show you step by step guide on how to that.

1. You have to create a Track in your CRM system

Tracks show you the 'Path' connecting your contacts/leads/customers/callersflow through across all your Websites, Forms, API's, and Phone Numbers.

How to create a Track?

Go to Track and Click on Add Track as mentioned in below screenshot:

Once you click on Add Track you will see a pop up to choose what you would like to add in Track. In this example we would like to create a contact using 3rd party integration. So we are selecting Contacts as a Track

Once you select contact, click on Create Input Button

You will see below screen where you can provide a name to your Track:

Once you provide the name, then click Save

Once Track is saved, you can search your Track using search bar by providing the name of the Track:

From here you need to click on Integration Instruction Button to see the detailsfor API which you can use in Pabbly to POST data into your CRM system.Check below screen shots:

Click on below link:

You will see below pop up where you need to select “Api Integration Tab” and then
Click on button called “Custom API Documentation”

Once you click on “Custom API Documentation” button you will see below page:

You will also see below details on this page regarding field names.As we are creating contact using 3rd party so we need to checkdetails for create contact fields.

Check below screenshot:

Once you have all the details required from your CRM side.Now move towards to 3rd party integration side where we need to use all these details.

In this example we are using Pabbly and we would like to create a contact/lead that is comingfrom Facebook → Pabbly and then from Pabbly → to your CRM.

Go to Pabbly and set your Trigger with 3rd party whatever you would like to set. In this example we are setting Facebook Lead Ads as a Trigger in Pabbly.

Check below screenshot:

On STEP 2, as a action step:

Select API by Pabbly, use POST Event as mentioned in below screenshot:

Below are the details of numbering mentioned on above screenshot

1. Choose App → API by Pabbly
2. Action Event → POST
3. Endpoint URL → That you have saved from this step
4. Payload Type → Form Data
5. Authentication → No Auth
6. Check Mark on Add Headers
7. Add Label and Value for Authorization. The Authorization value you saved from this step

Now map your fields as mentioned that are coming from Pabbly Trigger
Step into Action step as mentioned in below screensh

Once that is done. You can test your Pabbly Workflow and you will see contact will becreated into your CRM coming from Facebook Leads Ads → Pabbly → CRM.

Run Custom Node JS Code

Drag and drop the Run Custom to start using the code editor

Inside Code Editor

Here is the Custom Node.JS code that you can insert. You can also create a the variables from here.

Adding the Node JS Function Code

You can add the Node JS Function Code along with the function input/output parameters.

Save

Save all the settings and you are good to go.

Select the Type of Flow that you want to Process

You can select any of the flow that you want to process as you can append data in all the three types of flows

Select Append Data to contact Inside the Flow Builder

Drag and Drop the Append Data to Contact from the data services section

Append Data to Contact

Inside the flow builder select the add validation status from the append service. Also the validation status that you want to add.

Save

Click the save button to confirm the appending data to contact

Select the Redirect Visitor to URL

Drag and drop the redirect visitor to URL from the logic section of the automation flow.

Add PayPal / Stripe

You can add the direct link of PayPal/Stripe or any other payment gateway that you want.

Save

Save the settings from here.

Select the Type of Flow that you want to Process

You can select any of the flow that you want to process as you can append data in all the three types of flows

Select Execute Blueprint Inside the Flow Builder

Drag and Drop the Execute Blueprint from the data services section

Executing Blueprint

Select from the different blueprint that you want to assign to your sub-account

Save

Click the save button to confirm assigning the blueprint

Create the Phone Flow

Go to the Automations, Create the type Phone Flow to have the Phone settings in the Flow.

Adding Company Directory

From the side menu Drag and Drop the Company Directory into the Flow.

Setting up Company Directory

The Call Directory is where the Customer type in the Extension Number to reach out to Support or Sales. It only have the Invalid Selection Message which will be played if you the Customer type in the wrong Extension.

Saving and Connecting Flow

When everything is Setup you need to Save the Settings and Connect the Flow. The Company Directory have a Play Recording step before it which plays a Recording informing the Customer to type in the Extension.

Click on Automation on your left bar menu then click on create flow.

Drag and drop “Rate limit” option into your screen.

Double-click on the rate limit, and add the detail related to your contact.

Now Drag and drop send SMS option into your flow.

Double-click on send SMS and add the detail related to your SMS.

Save and publish your flow, Your process is complete.

Basics of Flow

Trigger is an essential part of the Automation Flow which drives the Flow. Trigger Menu is where you can edit the name of the Flow and Add a Trigger.

Wait For Amount of Time

You can find this item in the Logic Section and is basically used for many things such as sending the Customer a New Year Greeting SMS/Email, Scheduled Meeting, Birthday wishes or anything else. It can be used for multiple scenarios but in this case we are using for a greeting message or wishing New Year.

Save & Send SMS/Email

When you have completed the Wait for Amount of Time Step you can send the SMS or an Email. This will send the customer a New Year Wish on the specific date.

Assigning the Flow to the Contact

Once the Flow is created you need to assign the Flow to Contacts. At the moment we don’t have a specific Trigger for such events or Wishing Happy New New Year so in this case you need to assign the contacts manually to the Flow.

Basics of Flow

Trigger is an essential part of the Automation Flow which drives the Flow. Trigger Menu is where you can edit the name of the Flow and Add a Trigger.

Wait For Amount of Time

You can find this item in the Logic Section and is basically used for many things such as informing the Customer just before the Scheduled Meeting whether it could be weeks, days or even minutes or sending them Birthday wishes or anything else. It can be used for multiple scenarios but in this case we are using it as a reminder for the Birthday wishes.

Save & Send SMS/Email

When you have completed the Wait for Amount of Time Step you can send the SMS or an Email. This will send the customer a Birthday Wish on the exact date of his Birthday.

Assigning the Flow to the Contact

Once the Flow is created you need to assign the Flow to Contacts. At the moment we don’t have a specific Trigger for the Birthday so in this case you need to assign the contacts manually to the Flow.

Basics of Flow

Trigger is an essential part of the Automation Flow which drives the Flow. Trigger Menu is where you can edit the name of the Flow and Add a Trigger.

Meeting Scheduled Trigger

The Trigger Meeting Scheduled is very important for the whole process to work which you can find in the CRM

Wait For Amount of Time

You can find this item in the Logic Section and is basically used for informing the Customer just before the Scheduled Meeting whether it could be weeks, days or even minutes. It can be used for multiple scenarios but in this case we are using it as a reminder for the Scheduled Meeting.

Finally Save & Send SMS/Email

When you have completed the Wait for Amount of Time Step you can send the SMS or an Email. This will notify the Customer about the that is Scheduled in the 2 days. You can repeat the Steps again by adding the Wait for Step and an SMS/Email about tomorrow Meeting.

Under Automation Flows → Click on Send Email Step

New Window appears on the right side of your screen. Follow the steps as per mentioned in the below image.

Click edit marketing address to open a new window. Set the email address on the address bar to subscribe or unsubscribe.

Save your flow setting to complete the process.

Save the settings, and a new pop-up appears on your screen, Click add the domain for email.

Save and publish your flow setting to complete the process.

Once all above steps are done. Save your Flow.

Under Automation Flows → Click on Send Email Step

New Window appears on the right side of your screen. Follow the steps as per mentioned in the below image.

Click edit marketing address to open a new window. Set the email address on the address bar to subscribe or unsubscribe.

Save your flow setting to complete the process.

Save the settings, and a new pop-up appears on your screen, Click add the domain for email.

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Basics of Flow

Trigger is an essential part of the Automation Flow which drives the Flow. Trigger Menu is where you can edit the name of the Flow and Add a Trigger.

User Created Trigger

The User Created Trigger is present inside the CRM that listen to any new User created. When a certain User is created the Trigger gets Triggered and a certain task can be performed by the Automation Flow. In this case the Flow sends a Greeting email automatically when a certain User is created.

Select the Phone Flow

Go to add Flow and you need to Select the Phone Flow Type To get access to the Phone Settings in the Flow. Assign the Flow to a Number for it to start working.

Drag and Drop Rate your Experience

Add the Rate your Experience after the Call for getting the customer rating on the quality of the Service provided.

Setting up The Rate Your Experience

Add the Text to Speech, the voice over and the number of Retries before the rating.

Remaining Settings and Finally Save

Adding the Rating, Invalidation Text to Speech and to finally Saving the Step after the call Forwarding

Open Flow which you want to rename

Go to Flows and click on Flow which you want to rename as mentioned on below image:

Once Flow is opened, click on bars on right side to see Flow name. In this example, Flow name is SMS Test. Click on pencil icon and change Flow Name.

Click Save after changing Flow name.

Steps to trigger a flow 

Create a contact flow

Load the flow builder

Navigate to the flow builder by clicking the “Flows” on the left side menu. Then when you have the flow page open, you will see a link to “Flows” on the top of your page. Please click that. Click on the ‘Create Flow’ button.

The system will pop up a message box, and you will have to select the first option, 'Contacts'. Now, click on the ‘Select’ button.

Drag and drop to build flow

Drag and drop elements on the flow builder to add steps

Change trigger type

Click on the trigger link

Here you will get the list of all the existing inputs. Please, click on the ‘Tag’ tab and select the ‘Tag Added’ option

Save the flow

After completing the design works, please click on the ‘Save’ button

Publish the flow

The system will allow you to set a name for the flow and publish the flow.

How to use conditional logic in Automation Flows?

What is conditional logic?

Conditional logic in automation flows refers to the use of if-then statements to automate decision-making based on certain conditions. In other words, it is a way to create a conditional branching flow in an automation workflow that determines what action to take based on certain conditions being met.

For example, in an email marketing automation flow, you might use conditional logic to determine which email to send to a subscriber based on whether they opened a previous email or not. The conditional logic might look something like this:

If subscriber opened previous email

Send follow-up email A

Else

Send follow-up email B

This way, the automation flow can take different actions based on the specific behavior of the subscriber, leading to a more personalized and effective communication with the subscriber.

Conditional logic can also be used in other types of automation flows, such as chatbots, customer service workflows, and even in manufacturing processes. It allows for a more efficient and streamlined process by automating decision-making and reducing the need for manual intervention.

Check below example how to use conditional logic in Automation Flows?

In below example we placed conditonal logic based on zip code. Like if zipcode match with specific zip code then go to YES, else go to NO

You can use AND, OR conditions to meet your condition needs:

In this case every person who submit form having zip code as 06450 will go to YES part of the Flow

You can also add multiple conditions by just clicking on Add Condition button:

First you have to create a track, for that navigates to tracks from very left side. Then create the track and select that track.

Select API integration and click on the Custom API Documentation.

Use this URL + and the public key we created .

How to remove contact from Flow?

You can complete this request using 2 steps:

Step 1: Create a Flow using below steps:

Publish the Flow and name it for example: Remove from all Flows

Click Save:

Step 2: Now go to Contacts and select all contacts which you would like to remove from Flows.

You can also use filters to show you contacts which are subscribed to specific flow as shown below:

Select multiple contacts or single contact and then click on Add to Flow:

When you click on Add to Flow. Pop up will open to choose Flow. Choose the same Flow which you created in Step 1:

You can confirmation from here:

First, you need to click on Automations from the left bar menu then click on the flows option.

Select flow for which you want reporting.

Follow the following steps to add package on form submission through Flow?

1. Click on the automation ,and create the flow.

Select on form submission and add your desire form from here.

3

First, you need to click on Automation from the left bar menu then click on the flows option.

Select My Automations folder, here you find an option of New Folder. Now click on new folder option.

Now right name of folder you want to create, press create button and done.

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