Using the Flow Builder

In this article we'll cover the specifics of how the Flow builder works, what are the interface elements on the Flow builder and how to use it to create sophisticated flows by connecting steps.

To enter the Flow builder go to your Flows page and click on the Add new flow button (the blue + sign circle on bottom left).

In the Drawer you will be asked to select one of our pre-defined best-practice flow templates or Start blank.

Select Start blank to start with an empty flow.

Inside the Flow builder

Quick video overview of the Flow builder:

You create flows in Encharge using a powerful drag-and-drop flow builder by dragging and dropping and connecting Steps on to an area called the Canvas.

The Flow builder consist of the following user interface elements:

  • Step selector.

  • Canvas.

  • Canvas navigation.

  • Activate flow and flow settings.

Interface elements of the Flow builder. Click image to view full size.

Step selector

The step selector is the drawer that contains all of the possible steps in the Flow builder grouped into Triggers, Actions, and Filters. You drag and drop steps from here on to the Canvas.

You can show and hide the Step selector by clicking the blue Plus sign on the bottom.

Canvas

Think of the Canvas as your blank sheet. You drag and drop steps on to the Canvas, then connect these steps to create flows.

⚠️ Important things to know about the Canvas and creating flows.

  • For a flow to work you must have at least one Trigger step and one Action step connected.

  • You can have more than one Trigger for every flow.

  • Filters are the steps that sit between Triggers and Actions that allow you to build more sophisticated flows. Filters are optional but used often in flows.

  • You can't connect Trigger steps to Trigger steps. For a flow to work you need every Trigger connected to an Action or Filter step.

The direction of steps/flows

The direction of your steps doesn't have an impact on how the flow works. You can align your steps/flows vertically, horizontally, diagonally, or in any other way that you prefer. What determines the order of the steps are the connections (arrows) between steps and the direction in which they point. For example, below we have the exact same flow aligned in two different ways. In both cases, the order of the flow is the same:

1) Typeform Submitted 2) Check Field 3) Yes - Send Email. 3) No - Send Email.

Having multiple flows (sub-flows) in the same flow

You can have multiple flows (or sub-flows) in the same flow. See the example below where we have two sub-flows with different triggers in the same flow. Although, these sub-flows are not connected to each other, this setup will work perfectly fine. Once the main flow is activated, both sub-flows will become active and vice versa.

Canvas steps

Let's go over the elements on canvas steps:

Steps in Encharge are very visual. At the top is the icon for the specific step, the name of the step, and on the right is the icon for the step type (Trigger, Action or Filter).

In the content part of the step you will find information that is unique for the specific step like the name of the email or waiting time.

Some steps like Send Email or Typeform Submitted have previews of the email and the form respectively.

At the bottom of the step you can find how many people are currently on this step or were previously on the step. For instance, if you a Wait step shows that 10 people are here, this means that 10 people are waiting on this step before they proceed with the next step in the flow.

Canvas navigation

On the bottom left of the Flow builder we have the items that help you navigate the canvas more swiftly.

  • Gray minus (—) sign: Zoom out

  • Gray plus (+) sign: Zoom in

  • Magic wand: Auto align flow. This will automatically align all steps in your flow. Bare in mind that the Auto align feature aligns items vertically.

  • Blus plus (+) sign: Show/hide the Step selector.

Mouse movements

Apart from using the Canvas navigation, you can use your mouse to navigate the Canvas.

  • Zoom in or out using your mouse scrollbar.

  • Click, hold and move on an empty area on the canvas to pan around.

Activate flow and flow settings

To activate a flow click on the switch button on the bottom right of the flow builder.

You can also name your flow.

Encharge saves your flows automatically. On the right of the flow's name you will see the last time the flow was saved.

To go back to all flows, click on the burger icon:

Get a free flow review

Encharge offers free flow reviews from marketing professionals for all paying customers. Just click on the burger icon and select Request review. You'll be prompted to send a pre-filled email to our marketing team. Once you send the email you could expect an answer from us in less than eight hours.