Creating a Simple Flow

First, navigate to the Configuration section from the main menu on the left. From the sub-menu, click on Flow Automation.

On the "Existing Flows" dashboard, click the + Create a Flow button.

You will see a pop-up asking you to choose the type of flow. For this guide, select Simple.

You are now on the "Create Flow" screen.

A. Name Your Flow: First, give your flow a unique and descriptive name in the Customer Journey field.

Example: Instead of "Customer Journey," use "Welcome SMS - 3 Days Post-Enrolment."

B. Select the Trigger: In the "When this happens..." section, click the dropdown to select the event that will start this flow.

Example: As shown in the image, you could select Loyalty Enrolment. This means the flow will begin for a customer only at the moment they enroll in your loyalty program.

This section defines what you want to happen after the trigger occurs.

A. Add an Action: Click the + Add Action button. An "Action 1" block will appear.
B. Select the Action: From the Select action dropdown, choose what you want the system to do.
- Example: Select Send SMS.
C. Set the Timing (Wait Condition): By default, the action is immediate. It is a best practice to add a delay.
- Check the Wait Before Performing Action box.
- Enter the wait period. For example, enter 3 and select Days. This means the system will wait for 3 days after the trigger (Loyalty Enrolment) before it sends the SMS.

Your flow is designed, but it is not yet running.

A. Save: Click the Save button (which may appear as Create Flow on this screen) in the top-right corner. Your flow is now saved with an "InActive" status.
B. Activate: To make your flow "live," you must click the Status toggle in the top-right corner. It will change from Status: InActive (red/gray) to Status: Active (green/blue).