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How to create a Flow?
Flows is your tool to drive customer satisfaction through an easy to use product journey. Designing a flow is quick and easy, and doesn't require any code. Here's how you can get started.
First go to the Flows section and click on 'Create Flow'. There are two very important elements to ensure that your Flow is shown at the right time and to the right people:
- In Trigger, you can configure where the flow will be displayed, its periodicity and its recurrence.
- In Conditions, you can select the requirements that users must meet in order to see the flow.
Once these are set, you can design your flow. In Content, you start this process by clicking on "Create new step". There are two message options to choose from within the settings of each step, depending on your needs.
- Tooltips
Tooltips are a great way to show how to use a product because they allow you to point to a specific element on your website, such as a button, and create an example tutorial.
All you need to do is click on the element you want to point to with the Chrome extension and then add content to each tooltip.
Remember that you must have added the Chrome extension previously to be able to do this.
NOTE: When you create tooltips on different parts of your page, the page will automatically scroll to each message.
- Modal
Modals are ideal for attracting your customers' attention, particularly at the start of a flow. For example, a use case could be the introduction of a new feature.
A modal is displayed in the centre of the page, rather than pointing to a specific element as tooltips do. You can use embedded images or videos to introduce your product. You can include buttons with a variety of actions for your customers to execute.
FROGED'S TIP: If you want to offer your customers a more complete process, we recommend creating a sequence of steps. You can use any combination of tooltips and modals to create the best flow for your customers.
NOTE: If a red point appears next to a step, this means there is something missing or incorrect on that step. Go to that step and check what needs to be fixed.
Within the buttons or elements of both, you can include the following Actions:
- Skip: Users can skip a particular step if they prefer.
- Complete: Users can mark a flow as completed.
- Go to step: Users can navigate to a specific step within the flow.
- Execute JS code: Users can execute JavaScript code as part of the flow. For all the information about JavaScript options, check our technical article: SDK Javascript
- Navigate: Users can navigate to a specific URL that you include in the flow.
If you want to track who has completed your flows, you must always include this action in the content, otherwise it will not be counted correctly in your Flow Metrics. You can include it in one or more of your steps.
Under Status, give your flow a short and concise title and description. Finally, remember to click on "Activate this flow" to show it to your users - that's it!