Flow Builder

Add Steps

To add a step to a new or existing Flow, click any of the plus icons on the left to insert a step between existing steps or add to the end.  You can drag and drop steps to re-arrange. You can also add steps by selecting any of the blue plus icons on the flow rendering to the right.


When adding a step you can choose from our library of step types that range from instructional (Rich Text and Decision trees) to integrations with external tools.  You can search for a specific step type or integration using the search bar.


Move, Copy, and Merge Steps

To move or copy steps and decision trees, hover over a step on the Flow Diagram and select the blue menu icon that appears to the left.  Once you select “Move” or “Copy” all available spots to place the step will appear in green on the Flow Diagram.


From the last step of a flow branch, you can merge that step to other existing steps in the flow.  Simply hover over the step on the flow diagram, select merge, and select which step you want to merge it to that’s highlighted in green.

NOTE: it must be the last step in that flow branch for the merge option to appear



Undo / Redo and Publish / Discard Changes

Flow Builder automatically saves your edits as a draft.  When making edits you can undo/redo edits made in that session.  Select “Discard Changes” to discard edits since the last published version.  Select “Publish Changes” to publish your current edits.



From the toolbar you can download an image of the flow, zoom in/out, fit to screen, and show flow heatmaps.  Flow heatmaps provide a visualization of the number of completions, time to complete, and rep feedback by step.


%d bloggers like this: