Flows overview

The Flows page

Navigate to Flows in the sidebar. The top-level page gives you an overview of all your flows, along with filtering options. Click into any flow to see its details, or switch to the Messages tab to see individual message touchpoints across all flows.

Flow details

Inside a flow you can configure:

• Description, status, and external links — basic metadata for the flow.
• A/B tests — associate ongoing A/B tests at the flow level, or one-time tests at the message level.
• QA checklists — attach checklists to ensure quality before a flow goes live.
• Start and end dates — optional, but useful for planning and tracking.
• Assets — flow-wide assets appear at the top; message-level assets appear under each touchpoint.

Flow versioning

Flows support multiple versions so you can track past, current, and planned iterations. Each version has its own canvas and messages. Use versioning to compare what changed between revisions and plan future updates alongside the active flow.

The flow canvas

The canvas is the visual editor where you build your flow logic with drag-and-drop nodes:

• Trigger — the entry point that kicks off the flow. Set a title and status (use "Sent" to indicate active).
• Email & SMS — message nodes with subject line, status, scheduled date, QA checklist, A/B test toggle, external ID, and asset associations. If a scheduled date is set, the message can appear on the campaign calendar.
• Delay — pause between steps, configurable in days, hours, or minutes.
• Split — branch the flow into multiple paths. Label each connector (e.g. "Yes" / "No") for clarity.
• Exit — terminates a path in the flow.

Connect nodes by dragging from one to another. Select any node or connector and press Delete or Backspace to remove it. Autosave is off by default — click Save Canvas to persist changes, or toggle autosave on for frequent saves as you work.

Canvas controls

• Zoom in / out and center — standard navigation controls.
• Lock — prevents selecting nodes so you can freely pan around the canvas.
• Mini-map — shows your position relative to all nodes for orientation in large flows.

Comparing versions

Click Compare from the flow detail page, select which version to show on the left and right, then view both canvases side by side. You can drag, edit, and save each side independently. This is especially useful for comparing an active flow against a planned future version.

Master Canvas

The Master Canvas lets you view all your flows — or any selection — side by side on a single canvas. It prioritizes showing the active version of each flow; if none is active, it shows the newest version. Use it to get a bird's-eye view of delays, triggers, and interactions across your entire flow library.

Flows on the campaign calendar

Flow messages with a scheduled date can appear on the campaign calendar. Toggle Show Flows on the calendar to display them — they are marked with a lightning bolt icon. A beaker icon indicates a message has an associated A/B test. Clicking either opens the flow message detail in a new tab.

Associations

Flows, flow messages, campaigns, and assets can all be cross-linked. Assets show which flows and flow messages they are associated with on their detail page. A/B tests display their flow and campaign associations as well. You can create and manage associations from any of these objects.