Step 5: Create Your First Flow

Flows is the word we use in Encharge to describe the path that a Person goes through when they enter the system.

To create your first Flow go to the Flows page and click the Add button on the bottom left:

Creating a flow

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

Select on Start blank to start with an empty flow.

You're now into the Flow Builder.

Click on the image to see full screen

You create Flows in Encharge using a powerful drag-and-drop builder by dropping and connecting Steps on to an area called the Canvas:

Flows consist of Steps. There are 3 types of Steps in Encharge:

  • Triggers - Triggers start flows. People enter flows through Triggers.

  • Actions - Actions do different marketing automation things, like Sending an email.

  • Filters - Filters filter people into different buckets or swimming lanes based on specific conditions. For example, Send an email if Person has a value of $100 OR add to a Facebook audience if the Person has a value of $500.

Triggers, Filters and Actions are distinguishable by their unique icons.

Let's create your first flow

Let's create a super simple Flow to send an email to all of your subscribers.

1. Drop a Time Trigger step on to the Canvas. Time Trigger triggers an action at a specific event.

2. Click on the Time Trigger Step to set it up. Select a people's segment to trigger with this step. We're going to select All people—this is a pre-defined option that targets your whole audience. We're also going to select when to trigger this step.

3. Connect the Time Trigger with a Send Email Action Step.

4. We're going to a create a new email to attach to the Send Email Step. Once you click "Save and close" the email will be attached to the step.

5. Click on the activation switch at the bottom of the flow builder to activate your flow. This will send the email to All people in your audience at 2 p.m tomorrow. Also, make sure to give your flow a name.

That's it! Congratulations on creating your first flow.

In the next guide of the Quick Start series, we're going to show you how to create emails.

Quick Start checklist

From logging in Encharge to activating your first automation flow, we've compiled a list of your first action items.