How-to guide

Use the Flow Builder

Use the visual Flow Builder when your customer journey needs multiple messages, choices, conditions, or integration actions.

Before you start

  • A goal and trigger for the journey.
  • A simple outline of the possible customer paths.
  • Any required integrations connected in advance.

Follow these steps

  1. 1

    Start with the trigger and lay out the most direct path to the customer outcome.

    Screenshot placeholder — Step 1

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  2. 2

    Add branches only where the customer needs a different message, action, or handoff.

    Screenshot placeholder — Step 2

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  3. 3

    Preview the complete journey, then test the key paths before publishing.

    Screenshot placeholder — Step 3

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What this helps you do

  • A visual view of complex customer journeys.
  • More control over branching and conditional logic.
  • A shared reference for your team’s automation.

Troubleshooting

  • Use a simple flow for simple tasks—do not add branches without a purpose.
  • Name steps clearly so the journey remains easy to maintain.
  • Keep an exit or human-handoff path for uncertain cases.

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