Creating a New Flow – Upsales Help Center

Prerequisite: You must have at least one segment defined before you can create a flow.

To create a new flow, complete the following steps:

Select New flow from the top of the Flows list. Or you can select Create flow from the segment you want to use.
To start building your flow quickly, select Start from a template and choose one of the following:

Event invitation and reminders - send event invitation, reminder and follow-up emails
Onboarding after trial sign up - send a series of welcome emails or best practice tips
Cold prospect nurturing - process contacts who aren’t interested in the latest marketing campaign

Enter the Name to help you identify this flow.
Select from the Segment drop down list the segment that defines the filters for contacts who should be included in this flow.
Enter a time frame during which to send emails in this flow for When to send emails?
Select the Time Zone for when the emails will be sent.
Activate the Don’t send on weekends toggle if you only want emails sent during the business week.
Select Start editing.

The flow opens. It remains in draft status until you edit the flow and activate it.