Activate, Duplicate, Edit, Archive, or Share a Flow
In this article, wе are going to cover Creating, Activating, Pausing, Editing and Archiving Flows in Encharge.
The Flows page
The
Flows page is a list of all of the Flows created in your account.
The Status of the Flow indicates if a Flow is currently active (On) or Deactivated.
You can also see the date it was created, last changed, and the folder it belongs to.
Flows are ordered by the last time they were opened — newly opened Flows will show up on top.
If you click on the three dots next to a Flow name you will see all of the available options for managing the Flow: Deactive, Rename, Duplicate, Favorite, Move to a folder, Archive.
From the sidebar, you can easily filter all Flows that are currently Active or Deactivated. As well as navigate Flow folders.
Create a new Flow
To create a new Flow go to the
Flows page and click the Add button on the bottom left:
In the Drawer, you will be asked to select one of our pre-defined best-practice Flow templates or Start blank.
Select on Start blank to start with an empty Flow.
Activate a Flow
To activate a Flow click go to the Flow builder and click on the On/Off switch at the bottom right. To pause an active Flow simply click on the On/Off switch.
Encharge has a 20-second artificial delay when activating Flow. In other words, once you activate a Flow you have 20 seconds to turn it off before the Flow is actually activated — this is to prevent you from activating Flows by mistake and to allow you to undo your action.
Flows are saved automatically
In Encharge you don't save Flows. Flows are automatically saved once you create a Flow and start working on it. To see when a Flow was saved for the last time, look at the time on the right side of the Flow name.
Edit an active Flow
In Encharge you can edit active Flows. To do that just open the Flow you want to edit and start working on it as you would regularly do. Once you do that you will be prompted with a warning message:
While it's technically possible to edit an active Flow on the go, we highly encourage you to Pause your Flows first. Editing an active Flow on the go could lead to unexpected consequences like sending an email by mistake.
Once the Flow is Paused you can easily make any changes and re-activate it.
Adding steps to an activated Flow
Let's say you create a Flow and activate it. Some people enter and leave that Flow, but later you decide to edit the Flow and add a few more steps at the end of it.
Once a person leaves a Flow, they will not continue to new steps that are added in subsequent edits.
However, any new people that enter the Flow for the first time and any people that are currently in the Flow (i.e. haven't reached the last step, yet) will continue to the newly added steps.
To learn more about adding steps to an activated Flow, please check the
following article.
Duplicate a Flow
Once you duplicate a Flow it will appear in the list of Flows as a "Copy of Name of the Original Flow".
The duplicated Flow will be turned off by default.
All of the steps and their configuration (attached emails, settings, etc.) will be duplicated. However, no people will be in the Flow and the step metrics will be reset to 0.
It's important to understand that when you duplicate a Flow with emails,
they will be the same emails used in the original Flow. So if you are going to edit them, and don't want the emails in your original Flow to change, you should also duplicate the emails.
Note that having two or more identical Flows activated at the same time might cause some unexpected behavior in the way steps are executed, so make sure to alter your Flow before activating it.
Archive a Flow
Archived Flows can only be restored by our team. If you've archived a Flow by mistake, please
contact us.
Share a Flow
Encharge allows you to publicly share your Flows with other people. No Encharge login is required to view a shared Flow.
People viewing a shared Flow can copy the Flow and all attached emails and segment to their own Encharge accounts.
You can share a Flow from the Flows page or by clicking on the burger icon when editing the Flow.
From the Flows page, first click on the three dots next to the Flow, then select "Share Flow":
When editing the Flow, click on the burger icon at the bottom right, and then "Share Flow":
Once selected, you will get a shareable public link. Use that link to share your Flow.
Other Encharge users can click on the "Copy Flow" button to copy the Flow and all of its steps, emails, Segments, and custom fields to their accounts.
People can also preview the content of your Flow emails without creating an Encharge account:
Check out an example shared Flow.
Copy a Flow to another account
You can duplicate an existing Flow into one of your other accounts. To do that go to the Flows page, click on the three dots next to the Flow name and select "Copy to another account".
A pop-up will open that would allow you to select the account in which you want to copy the Flow. When copying a Flow to another account you also copy any emails, segments, and custom fields used in that Flow. Note that the following will not be copied:
- segment(s) or custom field(s) that already exist in the account
- contacts within segment(s)
