Flow builder

The drag-and-drop canvas where you assemble a campaign from trigger, send, delay, condition, and wait-until steps.

The flow builder is a drag-and-drop canvas where you assemble a campaign visually. Every flow starts from a single trigger (entry) node and branches out from there through the steps you add.

Step types

Send message

The send_message step sends through a chosen channel and template. It also supports A/B variants so you can test different messages.

Delay

The delay step waits a fixed duration before moving on — useful for spacing out messages.

Condition

The condition step branches on a rule. The contact continues down the true edge if the rule matches, or the false edge if it doesn't.

Wait until

The wait_until step pauses the enrollment until the contact performs a named event, with optional property filters. When the event occurs, the contact advances via the true edge; if an optional timeout elapses first, they take the false edge. A zero or absent timeout waits indefinitely.

Action and noop

The builder also includes an action step and a noop (no-operation) step for structuring your flow.

Edges

Steps are joined by edges, which are typed default, true, or false. Branching steps like condition and wait until use the true and false edges; straight-through steps use default.

Building a flow

To assemble a campaign: add steps to the canvas, connect them with edges to define the order and branches, then click each step to configure its settings — the channel and template for a send, the duration for a delay, the rule for a condition, and so on.

Next steps