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

Flows require the Marketing Automation add-on. To work with Flows, you need to be an administrator or have Marketing access. A Flow needs a segment before you can activate it. When you start from a template, Upsales creates the segment from the contacts you choose.

This article covers:

• When to use a Flow
• How to create a new Flow
• Flow categories
• How to activate a Flow
• How to choose what happens when the Flow ends
• 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 are clicking on in your emails

How to create a new flow

1. Click Marketing → Segments & flows and click the Flows tab:
   
   
    
2. Click Create flow from the top of the Flows list:
   
   
    
3. You have four template types to choose from:
   - Welcome new customers
   - Warm up cold leads
   - Contacts who visited a webpage
   - Sell more to customers
   
   
    
4. Click a template to make your choice, or click Create custom flow if you prefer to create from scratch 
5. Now decide the contacts who will be part of the Flow. This depends on the template type. For example, for a template welcoming new customers, click the time period to define a new customer as within 7, 14, 30 or 90 days:
   
   
    
6. Click Settings:
   
   
    
7. Add the flow name, click to choose the time to send emails, including time zone and whether to send at weekends:
   
   
    

8. Tick the box to end the flow if the recipient has answered one of your sent emails within your chosen time period:
   
   

   This step works when you sync Gmail or Office 365 

9. Click the toggle to set a flow goal of booking a meeting with the contact or company. This automatically stops the flow when a meeting is booked:
   
   
10. Click Edit flow to move to the next step:
    
    
     
11. Depending on the template you choose, a series of customisable steps will appear

12. To add a step, hover over the flow line and click Add and choose one of the flow categories:
    
    

    
    Flow categories

13. Flows are based on a 3-step process:
    
    

    Flow step 1: Actions

    Start by adding an Action (what will happen inside Upsales):

    
    

    Upsales tip: Use actions as dynamic tools that support your prospecting. For example, consider creating a to-do to engage with a contact on LinkedIn. This could be triggered when they complete a step in your Flow, such as downloading your white paper. Instant multi-channel engagement!

    Flow step 2: Behaviour

    This is how the prospect responds, so comes after an Action:
    
    

    After you choose a behaviour, the flow automatically branches into Yes/no conditions.

    Now you can make your flows more granular. Add an Action if the Behaviour happens (yes), and add an Action if the behaviour doesn't happen (no):
    
    

    Flow step 3: Snooze (optional)

    You can also add a Snooze (this delays the Action):
    
    

14. To delete a step, hover over and click the trash can:
    
    
     
15. When your flow is complete, click Save draft:
    
    
     
16. You're now ready to activate the flow

Removing a step with other steps attached? All attached steps will be removed

How to activate a Flow

1.  
   1. Upsales will let you know if you need to edit the flow to make it active. Click the dropdown next to Draft:
      
      
       
   2. If the Activate flow button isn't active, click Edit flow and fix any steps that have an exclamation mark icon:
      
      
      
       
   3. Click Activate flow (here's where you can also pause an active Flow):
      
      

If a contact no longer meets the segment criteria, the Flow stops sending them through its steps. If the contact meets the criteria again, they continue from the step where they left off.

How to choose what happens when the Flow ends

When a contact reaches the end of a Flow, you can either make them:

• Exit the Flow
• Restart at the beginning 

Here's how:

1. At the end of the Flow, click End point:
   
   
   
    
2. Select End point to exit the flow or click Loop flow to have the contact stay in the loop 
   
   

The loop flow includes a delay. This lets you choose the number of weeks or months to wait before the contact starts the flow again from the beginning. Minimum delay is 1 week.

How to organise Flow lists

1. Click Marketing → Segments & flows 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
     
     

You can also view and toggle between Segments and Flows lists, and 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: