Getting Started with Flows

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What is a flow?

Flows are a series of steps designed to guide your users through an experience. Appcues helps you build, publish, analyze, and iterate flows - without requiring development resources when you want to make a change!

They can span across multiple pages across your site - so you can lead users from the central dashboard to a settings page, for example.

Flows are made up of  steps, and each step is one of our core patterns (more on patterns next). Inside the step are components, like images, buttons, text, or even HTML.


What is the flow builder?

The Appcues Flow Builder is a Chrome Extension. Chrome Extensions are little programs you can install to extend the Google Chrome Browser. Using the Flow Builder, you can build and edit flows right on top of your site (and building in context is key for great user experiences).

Before you get started, here's what you'll need:

  • The Google Chrome browser (and it certainly helps if it's up-to-date).
  • The Appcues Flow Builder Chrome extension (download it here).

Once the Flow Builder is installed, you can open it by clicking the Chrome Extension icon.

Flow Builder Overview

This quick (1 minute) video covers all the key parts of flows and the Flow Builder. It'll have you feeling confident building flows in no time!

The parts of a flow
Video Thumbnail
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Best Practices for flows

Keep it Short

Flows are best when they take no more than a minute or two to complete. For example, an onboarding tutorial should generally contain three to six steps.

Example: Amplitude's redesign tour allows users to opt-in and then quickly walks them through the new product features. See the flow on Really Good UX.


Target Appropriately

New users probably don’t need to see feature announcements on their first day in your product, and a small change to your app probably doesn’t need a full screen modal. Think about who should be seeing the information and how.

Example: Zlien redesigned their product, but new users would never know there was an old product. Their announcement only displayed to users that had accounts prior to the redesign release date. See the flow on Really Good UX.


Don’t Over-Flow' Your Users

You can overwhelm and frustrate users with too many flows at once. Create a cohesive strategy around when you’re going to show flows and how often. This is especially important if you have multiple people creating Flows for your product. See the Targeting Settings overview.
   

Drive Toward Value

Identify what users are trying to accomplish. Build flows that guide them toward those goals and increase the value of your product.

Example: Reddit knew their user base would quickly click through tooltips, without retaining the information. To solve this, they opted for one clear pop-up, in which they fit every new feature the user needs to know, while offering multiple exit routes. See the flow on Really Good UX


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