New flow editor

EARLY ACCESS

The Flow editor in Moments is a visual, no-code, drag-and-drop interface where you can design your flow.

You can add and configure flow elements, configure advanced settings, and manage the flow.

Get started with the flow editor

This section explains the structure of the editor and how to access it.

All changes that you make in the editor are saved auomatically.

How to access the editor

Existing flow: For an existing flow, go to the All flows page and select the flow. The flow opens at the editor page.

New flow: When you create a flow, it automatically opens at the editor page.

Structure of the editor

The editor contains the following sections:

• Canvas (left): Used to design the flow.
• Build side panel (right): This is a dyanamic panel that enables you to configure the selected item.
  • Element configuration: When an element on the canvas is selected, this panel shows the fields and settings for that element.
  • Tags: When Tags is selected from the footer, this panel shows a list of available tags.
  • Flow Settings: When Flow settings is selected from the footer, this panel shows the settings for the flow.
• Footer (bottom): Contains flow controls and metadata such as the name of the flow, number of Campaign tags in the flow, and flow settings.

The following image shows the Build side panel for a flow element.

Create and manage elements

Add an element to the flow

1. Select the arrow next to an existing element.

   If the element has branches, select the arrow next to a branch to add the next element.

   

2. Select an element from the list of available ones. You can also search for the required element.

   The element is added to the canvas.

   

Edit or Configure an element

Select the element to open the Build side panel. You can configure the element in this panel.

Move elements

Select one or more elements. Drag them on the canvas to move them.

Duplicate an element

Select the required element and then select the Duplicate icon above it.

Delete elements

Select one or more elements and then select the Delete icon above them.

Add a new entry point

By default, the flow contains the entry point that you selected when creating the flow. If you want to add more entry points, select Add entry point and select the required option.

Validate and troubleshoot

Validate and identify errors in the flow.

Validate the flow

Select Validate to validate the flow.

Identify errors in elements

The error message above an element shows the errors in the element.

Example: In the following image, the Select message error above the SMS element shows that this element does not have a message selected.

Debug to view element ID

Select Debug in the footer. The element ID is displayed above each element.

You can select the ID to copy it.

Flow navigation and layout

In the above image, the numbered callouts indicate the following:

1. Go to the start of the flow: Select the icon to return to the beginning of the flow.
2. Zoom controls: Use the zoom controls to zoom in or out of the canvas for better visibility.
3. Mini map: Use the mini map to navigate across the canvas. Drag the mini map to go to specific sections or elements.
4. Use old editor: Select Use old editor to switch to the previous version of the flow editor.

Flow configuration

In the above image, the numbered callouts indicate the following:

1. Flow name: Enter a name to identify your flow.
2. Campaign tags: View, add, or remove campaign tags in the flow.
3. Goal: Set a goal for the flow.
4. Settings: Configure the flow settings.

Manage the flow

Select the three dots and then select the required option.

You can do the following:

• Save as template: Save the flow as a template.

• Delete: Delete the flow.

  Note

  You can delete only flows that are in Draft status.

• Duplicate: Duplicate the flow.