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How to create a Flow?
Flows is the tool to drive customer satisfaction through an easy-to-use product journey. Read more about What are Flows.

Designing a flow is fast and easy, and doesn’t require any code. Here’s how to get started. 


  1. Go to Flows and click “Create flow”. 

  2. On trigger, choose the site to start showing your flow on and the recurrency. 

  3. On conditions, choose the conditions that must meet the users to show them the flow.

  4. On content, start designing your flow, click on ‘Create new step’.

  5. On Status, give your flow a short and snappy title and description.
     
  6. Finally, click on “activate this flow” to start showing it to your users.

That's it! There are two types of messages to choose from - a tooltip or a modal. Here’s how each of them work:

Guide customers around your product with TOOLTIPS

Tooltips are perfect for showing customers how to use your product. You can guide them by pointing to a specific website element, such as a button. 

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Just click the element you’d like to point to with the Chrome Extension, then add content to your tooltip. They make up the majority of the steps in a flow.

NOTE: When you create tooltips on different parts of your page, the page will automatically scroll to each message.

Introduce a new feature with a MODAL

Modals are perfect for capturing your customers’ attention at the start of a flow.

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A modal shows in the middle of the page - it doesn’t point to a specific element. You can help introduce your product by inserting an image or embedding a video.

To give your customers a comprehensive flow, you should create a sequence of steps. You can use any combination of tooltips and modals to build 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. Don’t worry! We’ll mark it in red for you!


Looking for some ideas to create your Flows? Don´t miss our Flows Use Cases.

Need more help? Book a one-to-one demo and we'll be delighted to help you!
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