Building Flows Overview
Whether you are creating a new user onboarding experience for the first time or are iterating one for the dozenth time, simplicity in the design process principle worth following.
In this article, we'll cover the basic steps to create a flow which include:
- How to create a new flow
- Picking the first pattern of the flow
- Previewing your work
- Editing the flow's settings
- How to publish the flow
Before you begin, you will need the following:
- The Google Chrome browser, running the latest version.
- The Appcues Flow Builder Chrome extension (download it here).
1. Create a new flow
There are two ways to launch the Flow Builder and get started. Check them out below.
From your Appcues dashboard:
- From my.appcues.com, select the "Flows" option from the navigation on the left-hand side.
- Click on the Create button in the top right corner of the Flows list.
- Enter the page on your website you'd like to start building your flow on, and then select Next.
From your website using the Appcues Flow Builder Chrome extension.
- Navigate to the specific URL you'd like your flow to start on.
- Click on the Appcues Flow Builder icon in your Chrome extension list.
2. Pick the first pattern
The Flow Builder will load on the page designated. Once ready, select Create New, and select the pattern you'd like to use for the first step in your flow. Each flow can span multiple pages within a single domain, contain as many steps as you like, and utilize all patterns. You may want to start out with some text, an image or even a video.
For more help on specific pattern types, check out our flow pattern overview.
3. Preview the flow
Before you've installed Appcues, you can create and preview content on your site using the Flow. It's possible to build and preview individual flows without installing because the Editor works as an interactive overlay on your site, but because of this, there are also a few limitations. Take a deeper dive on previewing flows here.
4. Edit the flow's settings
Once you've finished your masterpiece, you'll define which users will see this flow when published. Click on the Target & Publish button in the Flow Builder. This will take you to the Flow settings page. Here, you can control the URL(s) where you'd like the flow to show live, how often it shows and to which segment of your customer base it shows to.
If you already know who you'd like to target, but aren't clear on how to do it, you can learn all there is to know about targeting flows.
5. Publish live
Once you've built, previewed, and targeted your flow (and maybe used test mode for good measure), you're ready to publish.
If you have the Appcues script installed on your website, it's as simple as hitting the green Publish button at the top right corner of the flow's settings, and you're live! Afterward, you can continue making changes to your flow content and settings, and use the Push Changes button to publish the updates.