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Creating Flows

What Are Flows​

Flows are interactive, step-by-step walkthroughs that guide users through processes in your application. Each flow consists of a series of steps -- tooltips, modals, beacons, and other UI elements -- that highlight interface components and provide contextual instructions.

Use flows to onboard new users, explain complex features, or walk users through multi-step workflows.

Creating a New Flow​

  1. Navigate to Content > Flows in the dashboard.
  2. Click the Create New Flow button.
  3. Enter a name and optional description for your flow.
  4. Click Create to open the flow builder.

The flow builder loads your application in an embedded view where you can visually select elements and add steps. See Flow Builder for details on the builder interface.

Flow Statuses​

Every flow has one of four statuses:

StatusDescription
DRAFTThe flow is being built or edited. Not visible to end users.
PUBLISHEDThe flow is live and will appear to users who match its targeting rules.
SCHEDULEDThe flow is configured to go live at a future date/time set in scheduledAt.
ARCHIVEDThe flow is deactivated and hidden from the content list by default. Can be restored.

New flows start in DRAFT status. You can archive a published flow at any time to stop showing it to users without deleting it.

Publishing Checklist​

Before publishing a flow, verify the following:

  • All steps target the correct UI elements and display properly.
  • Step content is complete and free of placeholder text.
  • Preview the flow end-to-end using the builder's preview mode.
  • Configure targeting rules to control which users see the flow.
  • Test the flow across supported browsers and screen sizes.

To publish, open the flow in the builder and click Publish. The flow status changes to PUBLISHED and it becomes available to matching users immediately.

Managing Flows​

From the Content > Flows list, you can:

  • Filter by status (DRAFT, PUBLISHED, SCHEDULED, ARCHIVED).
  • Search by name to find specific flows.
  • Duplicate a flow to create a copy in DRAFT status.
  • Archive a published flow to deactivate it without deletion.
  • Restore an archived flow back to DRAFT status.