Creating a Flow

To create a new flow, follow these steps:

1. Go to Sidebar-> Flows and click on Create New.

2. Set a Flow Name for easy identification.

3. Choose a Trigger: in DirectIQ, Click the DirectIQ prompt, the available trigger is when a contact is added to a specified list.

Select the Contact added to list trigger then click the Save button on the bottom left corner.

Note: once a trigger is saved, it cannot be changed anymore, so click on save and then select the list by adding a trigger filter as in the image below.

4. After clicking the add button select the option List then select the condition Equals then select the desired list, after that click the save button.

5. Add a Delay Block to schedule the timing between emails. Configure the delay in months, weeks, days, hours, or minutes.

6. Add an Email Block and select the email name, sender address, sender name, and template. Set up audience filters to target specific contacts based on imported fields.

7. (Optional) Add a Logic Block to apply conditions that personalize the flow based on Contact Property or events.

Note: the contact property refers to fields like name, last name, email or any other custom fields that you might have. The events on the other hand refers to contact events like received x email, opened x email, clicked x email, unsubscribed x email, so for example: "on a flow step you want to send the next email only to someone who opens the previous email or an email you specify"

The flows have no usage limit and you can add as many steps as you need.

Review your flow settings and click Save and Publish to set the flow live or click Save As Draft if you want to save it and edit it later.

Clicking Discard will undo all the changes and Discard the flow.

Creating a well-structured flow helps deliver personalized, timely, and relevant messages to your audience.

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