Flows Overview

• Create a New Flow

  To create your first 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 the pre-populated best-practice Flow templates or Start blank. Select on Start blank to start with a new Flow from scratch. If you create a new Flow while you're inside one of the folders, for convenience the Flow will be added to that foldFeatured

• What are Flows?

  If you're new to marketing automation and Flows, this is where to start. You will learn the basics of Flows including example use cases and examples. Flows are one of the main features of Encharge. A Flow is a path that a person goes through when they enter the platform. It could be as simple as sending an email when someone submits a form or as complex as a multi-step customer journey. An example lead-nurturing Flow (when zoomed out): (https://storage.crisp.chat/users/helpdesk/websiteSome readers

• How Flows Work?

  You create Flows in Encharge using a powerful drag-and-drop Flow builder by dragging, dropping and connecting Steps on to an area called the Canvas: All Flows consist of Steps. There are 3 types of Steps in Encharge — Triggers, Actions, and Filters. Triggers - Triggers start Flows. People enter Flows through Triggers. ActionFew readers

• 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 toSome readers

• Organize Your Flows With Folders

  If you want to keep yourself more organized, you can manage your Flows with folders. By defaults Flows have the following tabs to help you sort and filter your Flows: You can easily see the currently Active or Deactivated flows. What are folders? Similar to other types of items in Encharge (like Emails, Broadcasts, and Segments) Flows can be organized into folders. FoldersFew readers

• Flow Templates

  Get results with proven marketing automation templates Encharge has ready-made flow templates for each stage of your customer lifecycle. From leads to brand advocates, use one of the proven templates with a single click. When creating a new flow in Encharge, you will be asked to Start blank or choose one of the predefined marketing automation templates. Templates come with: PrFew readers

• List of All Flow Steps

  Flows consist of Steps. You drag and drop Steps onto the Canvas and connect them to build Flows. There are 3 types of Steps in Encharge: Triggers – Triggers start Flows. People enter Flows through Triggers. Actions – Actions do different marketing automation things, like Sending an email. Filters – Filters filter people into different buckets or swimming lanes based on specific conditions. This article lists of all of the steps currently available in the Flow Builder (//helSome readers

• Flow Changes

  With the Flow Changes/Flow History, you can view a list of all changes made to your flows. Often, people ask questions like: "Why hasn't this person moved down the flow?" and often, the answer to that takes a few hours to figure out. Now, with the Flow Changes, you can easily discover how your flows were altered and get answers with just a few clicks. How to open Flow Changes panel? You can access Flow Changes in any Encharge flow by clicking the menu button at the bottom right of the paSome readers

• Notes and Annotation

  Annotate and include your personal notes in your flows. Add a remark about your flows, a reminder of what your flow is built for, or keep abreast of actions that you need to do in the future with Note and Annotation in Flows. Adding notes to your flows The Note and Annotation icons can be found under the Notes section at the bottom of the flow builder's sidebar. You can adSome readers

Flow Use Cases

• Send a follow-up email based on the email activity of the person

  In a Flow, you might want to re-send an email if a person fails to opens or clicks the first time. This guide will show you how to set up such Flow. In the example below, we're sending a welcome email ("Encharge Onboarding - Welcome email for Trial users"). Then, we wait for 1 day and check the person's activity related to the welcome email. Then, we send two more emails. One for people that have clicked the welcome email, and the other for people that have not opened the welcome emaiSome readers

• Send different emails based on form answers

  This article explains how to send different emails (or execute different actions) based on how people answer specific questions in your forms. For example, send a call email if a person answers that their budget is more than $500, but end the flow if their budget is less than that. This will work Typeform and all of the form tools supported with the Form Submitted or Receive Webhook trigger steps. Step 1: Prepare custom fields for the answers Before you start setting up your Flow, you haveSome readers

• Double Opt-in

  To enforce a double opt-in process for your contacts, you can create a Flow. To do that follow the instructions below. 1. Create your confirmation email Create a new email like this one and include the confirmation email link in it: For the confirmation link, you need a custom landing page like yourwebsite.com/subscription-confirmed thanking subscribers for confirming the opt-Few readers

• Bring Thrive Leads (or Thrive Architect) contacts to Encharge and send them emails

  This video guide will show you: How to connect Thrive Themes with Encharge using Zapier. How to send leads from Thrive Themes to Encharge. How to segment Thrive Themes leads. How to trigger an email and tag Thrive Themes leads in Encharge.Few readers

• Flow Template: Prevent Delinquent Churn

  If you want to prevent delinquent churn, then one way of doing that is to make sure that your subscribers are informed about their subscription status, specifically when their payments fail. Addressing this issue promptly prevents a higher churn percentage. The Prevent Delinquent Churn flow template will give you an essential idea of how to set up a flow that enables you to inform your subscribers when their payments fail and identify them by tagging and segmenting. For this example to workSome readers

• Flow Template: Prevent Inactive Customers From Churning

  Aside from failed payments, inactive customers can also contribute to having a high churn rate. This article is about the Prevent Inactive Customers From Churning flow template which helps you deal with churning caused by inactive customers and rebuild your connection with them. Check out this video to know more: Creating a segment of inactive users, sending an email, and adding to Facebook audience Prior to usFew readers

• Flow Template: Capture Leads With a Lead Magnet and Send a Nurture Sequence

  Nurturing your leads, customers, and users is an integral part of doing business. It doesn't just show how effective your services and products are, but it also translates to satisfied customers with the way you connect with them. We've prepared the  Capture Leads With a Lead Magnet and Send a Nurture Sequence flow template to give you the fundamentals in building a flow that will help you nurture leads and customers with valuable content and get them to try your products or services. WatcSome readers

• Flow Template: Convert Trial Users With Targeted Onboarding Campaigns

  Converting your leads to paying customers is an essential part of their journey into subscribing to your product and services. In this article, we're going to show you how the  Convert Trial Users With Targeted Onboarding Campaigns flow template can help you achieve this and turn trial users into paying customers. Let's start with this video that explains how the sample flow works: Connecting Stripe and adding trFew readers

• Flow Template: Double the Open Rate of a Newsletter Broadcast

  A newsletter or one-time broadcast is one of the effective ways to get connected to your subscribers or customers. Whether it be a newly released feature or a special offer to your loyal customers, you always want to make sure that they open your emails and be kept abreast of the latest news and updates on your products and services. Let us help you achieve this and take a look into the  Double the Open Rate of a Newsletter Broadcast flow template. frame (https://www.loom.com/embed/5bb8Few readers

• Flow Template: Capture Mailchimp Subscribers With a Lead Magnet and Send a Nurture Sequence

  In this flow template, you will be using your lead magnet and effectively applying your email nurturing sequence to capture your Mailchimp subscribers and drive them into successfully using your product or being paying customers. Dive into the specifics of the flow and learn how you can utilize this extremely useful flow template. Watch the video below: Set the New Mailchimp Subscriber trigger This sample flow is prFew readers

• Flow Template: Remind a Person to Download a Lead Magnet

  A lead magnet is one of the effective ways to attract potential customers. It offers your insights and knowledge which give them value and help them in successfully achieving their goal by using your products and services.  Having this in mind, you will realize how significant it is to have your subscribers download your lead magnet. In this flow template, you will learn how you can successfully use a flow to send a reminder to your subscribers to download your lead magnet which will increase iFew readers

• Flow Template: Increase Adoption of Premium Features

  Guide your newly upgraded customers to successfully use your software's features. In this flow template, learn how to properly create a sequence to welcome your customers who just upgraded their plans and successfully use the premium features. The goal of this template is to increase the adoption and use of specific product features. Check this video to know more: Please note that the "Check Field" step was renamed to "Check Condition" on 15 Sep 2023 frame (https://www.loom.com/embed/8c93fFew readers

• Flow Template: Re-engage Expired Trials

  While a trial period is an excellent way to get subscribers to experience the benefits of your product, some trial users need to be re-engaged manually when their trials expire and they haven't converted to premium plans. Here's another flow template that we created for you to re-engage expired trials. Watch this video to learn more: Please note that the "Check Field" step was renamed to "Check Condition" on 15 Sep 2023.Few readers

• Flow Template: Capture Leads From a Typeform, and Segment Based on Value

  With this flow template, you will learn how to create a flow with the Typeform Submitted as your trigger to capture leads, segment them based on their budget input, and create an automated email sequence. Watch this video for more details: Please note that the "Check Field" filter step was renamed to "Check Condition" on 15 Sep 2023. Link Typeform and Capture Lead Information You can connect Typeform on the Apps (Some readers

• Flow Template: Revive Dead Product Leads

  fConnect with your product leads that are older than 60 days and have not converted to a premium plan. Here's another flow template that we created that will help you to reactivate old product leads or old expired trials. Check the video below: Please note that the "Check FIeld" step was renamed to "Check Condition" on 15 Sep 2023. Create a Segment and Use the Entered Segment Trigger To start off, create a segmentFew readers

• Flow Template: Get Feedback From a Recently Churned Customer

  Churned customers have their reasons why they canceled their subscription and their feedback could serve as a good way for you to learn how to improve your product and customer experience. Use this flow template to ask recently churned customers for feedback. Watch this video to know more: Link Stripe and Set the Trigger Add the Stripe Canceled Subscription trigger aFew readers

• Flow Template: Follow Up On Pricing Page Visit

  If a user visits your pricing page, send an email and establish a connection to get them engaged and boost your conversion rate. Learn how to do this with the flow template  Follow Up On Pricing Page Visit. Watch the video below: Link Segment.com and Set the Segment.com Event Trigger Link Segment.com to your Encharge account on the Apps page or within the Segment.com Event triggerFew readers

• Flow Template: Educate Users About a Recently Activated Feature

  If a user activates a feature in your product, send them an educational email about the feature to increase future adoption. Learn how you can set up a simple flow to do this and promote the use of product features. Get more details about this flow template in this video: Link Segment.com and Set the Segment.com Event Trigger For this flow template to work, see to it to link your Segment.com account with Encharge. YFew readers

• Flow Template: Engage Your Important Trials on Facebook

  Add a user to a Facebook audience when they sign up for a trial of the more expensive plan. In this flow template, learn how to set up a flow that will get them engaged via Facebook ads and convert more valuable trials into paying customers. Check this video for more details: Please note that the "Check Field" step was renamed to "Check Condition" on 15 Sep 2023 Link Stripe and Use Trial Started to Trigger the FlowSome readers

• Flow Template: Nudge Long-Term Customer to Upgrade to Annual Subscription

  Keep your long-term customers happy to prevent churn and increase your customer adoption. Learn how an easy-to-set-up flow can help you achieve this by nudging them to upgrade to an annual subscription with a special offer or discount. Watch this video to learn more: Link Stripe and Use Activated Subscription to Trigger the Flow You can link your Stripe account with Encharge within the Stripe Activated SubscriptionFew readers

• Flow Template: Push Unfinished Registrations to Complete Signup

  Get the unfinished registrations to continue and complete the signup process. Use this flow template to reactivate the users who abandoned your product's signup flow. Check this video for more information: Please note that the "Check Field" step was renamed to "Check Condition" on 15 Sep 2023 Overview and Trigger This flow template is triggered using the Segment.com Event (//help.encharge.io/article/143-trigger-seFew readers

• Flow Template: Save on Your Mailchimp Bill

  Use a simple flow that will help you save on your monthly Mailchimp bills by adding the new subscribers to Encharge and removing them from your Mailchimp audience. Watch this video for more details: Link your MailChimp Account and Add New Subscribers to Encharge Drag the New Mailchimp Subscriber trigger to the canvas of the flow builder and link your Mailchimp account. Start by clicking the Connect button withinFew readers

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Flow Builder

• Using the Flow Builder

  In this article, we'll cover the specifics of how the Flow builder works, the user interface elements on the Flow builder, and how to use it to create sophisticated Flows. In this article: Inside the Flow Builder Step Selector Canvas Flow Steps Connecting Steps Step Setup Canvas Navigation Activate Flow To enter the Flow builSome readers

• Flow Template: Onboard Trial Users and Help Them Reach the "Aha" Moment

  Trial periods are great ways to have your users experience the benefits that they can get from using your product. In this flow template, we will show you how you can effectively utilize Encharge to onboard your trial users and get them to upgrade faster by leading them to the "Aha" moment. Check this video out and learn how the  Onboard Trial Users and Help Them Reach the "Aha" Moment flow template can help with your conversation rate: frame (https://www.loom.com/embed/959f71431745494dFew readers

• How Do People Enter a Flow?

  In this article: A person can re-enter a Flow more than once How to prevent people from re-entering a Flow Example ways people can enter a flow Advanced use cases for re-entering a flow/step People enter Flows through Trigger Steps. A person can re-enter a flow more than once By default, a person can re-enter the same Flow more than once through trigger steps. A person can re-enter a flow even when they leave it dueSome readers

• Remove People from a Flow

  People leave a Flow in one of three ways: Default: when the flow ends for them. Forcefully: using the End Flow step. Forcefully: through a filter step. Forcefully: manually remove a person on a Wait step. Forcefully: manually remove a person from a flow (even when not on a Wait step) Let's explore each one separately. When the flow ends for the person Every Flow has a start (a Trigger Step) and an end (an Action Step). RegardlessSome readers

• Add New Steps to a Flow After It Has Been Activated

  This article has been updated on 24 Jul 2023 to reflect the new way of adding steps to an existing activated flow. You can add new steps to a flow after it has been activated. When you add new steps to an existing activated flow, you get the option to choose whether you want people to continue to the newly added step(s). In the example below, there are 852 people who have entered the last step - Send Email. The flow has already been activated, bPopular

• Prevent People from Being in Too Many Flows and Getting Spammed

  One of the biggest concerns that people have is that having too many Flows could lead to over-emailing subscribers and in some cases straight up spamming them (e.g, sending too many emails in a short amount of time). Unfortunately, there is no one-size-fits-all solution and the preventative measures for this problem would vary depending on the number of Flows you have and the way they are set up. That being said, there are a few methods that you can use to help avoid this problem. The EndFew readers

• Coming From Another Tool – How Encharge Flows Are Different?

  A few tips to help you with the Encharge Flow builder if you're coming from a different marketing automation platform. Dividing paths in a Flow If you're coming from a marketing automation tool like ActiveCampaign, Drip, Mailerlite, Gist, Customer.io, or Vero you might be used to creating Flows with a one-directional Flow builder. In these tools, to add a new Step to the Flow you click a button and select the Action or the Filter. To create multiple separated paths in a Flow, these toolsFew readers