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.

Drag and drop to build flow

Drag and drop elements on the flow builder to add steps

💡 Video guideline on automation flow

Select From Available Contact Options

Click on “Add new workflow trigger” and select any of the contact options available from the dropdown

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.