Use flows to create automated steps for contacts in your segments. Set these to trigger based on contacts' behaviours. 

To create a flow you need at least one segment defined

This article covers:

• When to use a Flow
• Flow categories
• How to create a new Flow
• How to pause a Flow
• How to create a new Flow with a template
• How to organise Flow lists

When to use a Flow

Flows are great for lead nurturing, as well as customising content for customers. For example:

• Sending emails with calls to action for your online campaigns
• Personalising follow-ups based on what leads click on in your emails

Flow categories

Flows are built using three categories:

• Actions
  Upsales can complete an action for you, such as sending emails or updating contact or company information
• Behaviours
  Contacts react to actions with behaviours, such as clicking a link or filling out a form
• Snooze
  Include delays before completing actions, such as waiting five days to send a follow-up

How to create a new flow

1. 1. 1. 1. 1. Click Marketing → Segments → Flows:
               
               
               
               
            2. Click +New flow from the top of the Flows list:
               
               
               
               
            3. Add a name, choose which Flow to connect the Segment to, choose the time to send emails, including time zone and whether to send at weekends:
               
               
               
               
            4. Upsales will show a summary of how Flows work. You can click to never show again, or be reminded next time:
               
               
               
            5. Click the + to start adding Flow steps:
               
               
               
               

               If you remove a step that has steps attached, all attached steps will be removed

            6. Start by adding an Action (what will happen inside Upsales):
               
               
               
               
            7.  Add a Behaviour (how the prospect responds, so should come after an Action):
               
               
               
               
            8. You can now branch the Flow. Add an Action if the Behaviour happens (yes), and add an Action if the Behaviour doesn't happen (no)
               
               
               
               
            9. You can also add a Snooze (delays the Action):
               
               
               
               
            10. When you've added all the steps, click Save draft:
                
                
                
                
            11. Click the status dropdown and then click Activate flow:
                
                
                
                

                If any contacts no longer meet the Flow criteria, Upsales removes them from the Flow. If the contact meets the criteria again, they join the Segment at the place where they were removed.

                 

How to pause a Flow

The status dropdown is also where you can click to pause the flow. All contacts stay paused in the Flow until you activate it again:

How to create a new flow using a template

1. Click Marketing → Segments → Flows:
   
   
   
   
2. Click +Create flow from the top of the Flows list:
   
   
   
   
3. You have four template types to choose from:
   - Welcome new customers
   - Warming up cold not-yet-qualified leads
   - Contacting website visitors
   - Targeting customers for upselling
   
   
   
   
4. Click a template to make your choice, or click Custom flow if you prefer to create from scratch 
5. Now decide the contacts who will be part of the Flow. Depending on the template, you'll have different ways to choose. For example, for a template welcoming new customers, click the time period to define a new customer – 7, 14, 30 or 90 days:
   
   
    
6. Click Settings:
   
   
   
   
7. Name the Flow and set the times it should be active (click the dropdown arrows to adjust and search):
   
   
   
   
8. Click Edit flow:
   
   
   
   
9. Depending on the template you choose, the steps will appear
10. If a step includes sending an email, choose the email template and then click +Add behaviour:
    
    
    
    
11. You can now choose the behaviour, such as Opened email or Clicked link in email: 
    
    
    
    
12. You can then define the behaviour:
    
    
    
    
13. To add a step, hover on the line that connects steps and click Add:
    
    
    
    
14. To remove a step, hover over the step and click the Trash icon:
    
    

How to organise Flows lists

1. Click Marketing → Segments and then click the Flows tab:
   
   
   
   
2. Click the dropdown to view:
   • My flows
     Opens flows you've created
   • All flows
     Opens all flows already created
     
     

Here you can view and toggle between Segments and Flows lists:

Use the Search bar and filters to find lists:

To edit your Flows list, you can:

• Sort the list
• Customise displayed columns 
• Filter the list

You can also save lists to share with other users and roles: