Beacon Docs
  • Announcements - Modals/Slide Outs
  • Announcements - Banners/Info-Island
  • Highlights - Tooltips/Hotspots
  • Journeys - Flows
  • Journeys - Guides
  • NPS & Forms - Surveys
  • AI chat setup
  • How AI Assist work?
  • How to create commands in Dashboard?
  • How to create Badges?
  • How to setup Dashboard?
  • How to setup Editor Extension?
  • How to create commands using Editor Extension?
  • How to setup SDK?
  • How to create Product Tours/Flows?
  • How to create Modals/Slide-Outs?
  • How to create Segment?
  • How to create Tooltips/Hotspot?
  • How to create User Guides?
  • How to create Banners/Info-Island?
  • How to create NPS & Forms or a Surveys?
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Journeys - Flows

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Last updated 1 year ago

To initiate the creation of a Flow, navigate to the "Engagement" section "Journeys" and click on "Create Flow" or use the shortcut "Command + K" or "CTRL + K" and enter "Create Flow" to access the respective page.

Input the flow name, include segments to determine the audience and timing for display, and configure the trigger type for the flow.

You have the option to incorporate various entity types, such as command, help center, tooltip, or modal, into a flow by using the select dropdown.

To include multiple items within the same entity type, click on "Add More." Alternatively, you can add different entities at the top, bottom, or in the middle by clicking on the "+" icon.

You can delete any entity by clicking on "-" icon.

Upon completing all the modifications, switch the status to "public" and then click the save button.