Managing Flows

As you build your flow library you may look for ways to keep your work organized and easily accessible. 

In this help article, we'll cover:
Finding the Flow ID Renaming a Flow
Changing a flow URL
Filtering Flows
Tagging flows
Managing Tags
Creating tags
Adding tags to a flow
Removing Tags
Archiving Flows
Restoring Flows
Deleting Flows

Finding the Flow ID

Maybe you're trying to trigger a flow from an image in a tooltip or build your own Choose Your Own Adventure experience, or maybe you're just curious about Flow ID's should you need it in the future. 

Either way, we've got you covered! Below you'll find all of the places where you can find your Flow ID.

Via URL

While on the Flow Settings page you may notice that the Flow Id also lives in the URL. 

You will see the flow id anytime you're on a page that is flow specific. Like below on the analytics page.

From the Chrome Editor

If you're working in the Editor, the fastest way to find the Flow ID is by clicking on the 'Pencil' icon next to the name of the flow. From there you'll see the Flow ID in the modal that appears 

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Renaming Flows

If you are no longer happy with the name picked for your flow, you can quickly modify it from the settings page of the flow, or within the flow builder while the flow is open.

From the Dashboard:
  1. Select the flow you'd like to rename 
  2. Next, select the 'Settings' option in the top right of the flow that you'd like to modify. 
  3. You'll be taken to the Flow Settings page where you will click on the name of your flow and edit the name.
  4. Click the green 'Save' button when finished

   

From the Chrome Editor 

If you're working in the Editor no need to go back to the Dashboard to change the flow name. You can do so right then and there by selecting the notepad icon. Then click into the 'Flow Name' section to make your modification and select 'Save'.

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Changing the Flow URL

If your website's address has changed (or disappeared) there are two parts to updating the URL for the flow. The first involves updating the targeting for the flow so that Appcues can trigger the flow correctly for your end users. The second involves updating the Edit URL in Chrome Extension, so you will be redirected to the appropriate page when its time to edit.

     

1. Update Targeting

If your flow is targeted to a specific page or domain, you'll want to adjust those if they are affected by your site's URL change. These should be adjusted on the Flow Settings page, as shown below:

This will ensure the flow is triggered as intended when a customer navigates to the new URL for your site.

Note: If the flow is set to 'Show once', updating the above URL will not show the flow again to those who have already seen the flow live. The only way to make that happen is to set the flow to 'Show every time' or clone the flow, and publish the cloned flow.

2. Updating Editing URL

In order to load your flow in the correct location when you'd like to modify the flow in the Chrome Editor, you'll need to update the Editing URL. There are two ways to achieve this: within the Chrome Editor, or within the Settings page for the flow. 

In the Chrome Editor:

Once the editor has loaded your flow, you can easily update it to the new URL by selecting the pencil icon (Edit flow details) in the editor bar.

Choose the option in the modal to 'Change Starting Page' 

Now follow the on-screen prompt to navigate to the new location for the flow and select "Start flow on this page". Then you're all done!

      

On the Settings Page:

You can easily update the editing starting page within the flow Settings page as well. 

Seeing Old URL no longer exists

If the old URL for a flow no longer exists, your browser will probably take you to an error page saying that the site cannot be loaded or reached. In Chrome it may look something like this:

Now in that same browser tab, type in the new URL for your site in the address bar and hit enter. You should see the new site load up with the Appcues editor. It will have a message that looks like this:

Once at the right location, select the 'start editing on this page' option. This will update the starting location for your flow to the current page that you're on. If you need to further adjust the starting location for the flow, follow the directions in the section above.

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Filtering Flows

There are multiple ways to filter your flows so you can easily find what you need. You can use any combination of the following:

  • By Status - allows you to filter flows by whether they are in draft, archived, or published live. 
  • By Tag - allows you to filter all flows by tags you've created. 
  • By Segment - lets you filter flows by corresponding segment used for targeting. Learn more about segments here!
  • By Teammate - lets you filter all flows by who created the flow on your team.
  • The search field - allows you to enter in the name or a keyword of the flow you're looking for.
  • Sorting menu - lets you sort the flows list by recently updated, recently created, and name (a-z).

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Tagging Flows

You may need a level of organization flows for easier sorting & filtering. Tags are especially useful for organizing your flows. If you tag every flow with items such as audience, language, etc, you'll be able to locate all the corresponding flows in an instant.

Managing Tags

To manage tags while on the Flows page, click Manage Tags on the top right of the screen. 

Creating Tags

The pop-up window will allow you to search for existing tags or create a new tag. Click Create Tag and a new tag input will appear. 

Fill it out and click the green checkmark to save it. When you're done, simply select done and your tag will be available for use.

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Adding Tags to a Flow

First, enter into list view by selecting the right side icon on the top right of the Flows page: 

Once in this view, your flows will display the tags assigned to it. Hover over the tag icon and an "add" icon will appear. After clicking on the add icon,  you'll trigger a dropdown to select the tags you have created as well as any default tags:

Once a tag is selected, it will auto-save to your flow!

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Removing a Tag from a Flow  

In order to remove a tag from a flow, enter panel view and hover over the tag you'd like to remove, then click X to delete it:

Note, that in order to fully remove the tag as an option, you must delete the tag in the Manage Tags section.

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Archiving, Deleting and Restoring Flows

To remove flows from your dashboard, you have the option to either archive or delete them.

Archiving a flow is the first step to deleting it entirely. Doing so will unpublish the flow (if it is live), remove it from your dashboard, and place it in the "Archived" status. Deleting a flow will remove it permanently from your account.

To archive a flow:

  1. Find the name of the flow you'd like to archive in your Appcues dashboard (at studio.appcues.com)
  2. Click the menu control in the top righthand corner of the flow card and select "Archive" from the dropdown that appears.

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To restore an archived flow:

  1. At studio.appcues.com filter your dashboard by the Archived flow status
  2. Click the menu in the top righthand corner of the flow card and select "Restore" from the dropdown that appears. 

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To delete a flow:

  1. At studio.appcues.com filter your dashboard by the Archived flow status
  2. Hover over the flow name and select the Delete icon on the left

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