How to create a new Flow

A guide to creating a Flow with automated steps for contacts in your segments.

To create a flow you need at least one segment defined

This article covers two ways to create a flow:

Click Marketing → Segments → Flows:
Click +New flow from the top of the Flows list:
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:
Upsales will show a summary of how Flows work. You can click to never show again, or be reminded next time:
Click the + to start adding Flow steps:
Start by adding an Action (what will happen inside Upsales):
Add a Behaviour (how the prospect responds, so should come after an Action):
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)
You can also add a Snooze (delays the Action):
When you've added all the steps, click Save draft:

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.

Click the status dropdown and then click Activate flow:

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

Click Marketing → Segments → Flows:
Click +New flow from the top of the Flows list:
Click Start from a template:
You can choose from three template types: Event invitations and reminders, Onboarding new customers, and nurturing cold leads. Underneath there's also the option to start from scratch:
Go to Step 3 of How to create a new Flow