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Best Practices

  • Save Frequently: Always click the Save button as you build.

  • Plan Your Logic: Before you build, sketch your flow on paper. It's much easier to plan your branches and logic in advance.

  • Use 'Stop' Nodes: Every branch in your flow must have an end. If you don't want a "No" branch to do anything, drag a Stop node (from the Actions list) to it. A flow with an unconnected branch may cause errors.

  • Use "Load" Nodes: The trigger event (e.g., Loyalty Issuance) may not contain all the customer's data. If you want to check a property like Point Balance or Tier Name in a Condition, you must add a Load Loyalty or Load Contact node before the Condition node to fetch that data.

  • Activate to Go Live: Remember, Save does not mean "running." You must toggle the Status: Active button to make your flow live.

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