What's the difference between a tool and a flow?
A tool does one specific job. A flow chains several tools together, step by step, for a bigger task.
For example, a flow could take a client from creating an offer, to building a landing page, to writing an ad campaign, to setting up an email sequence, all in one go. Another could create a social media bio, then a week of content, then an ad.
Flows are especially helpful for beginners, because they don't need to know which tool to use next.
How do I open Flows?
In Agency Admin, click Flows in the left-hand menu, just below the gear icon.
How do I create a new flow?
Click New Flow.
Enter a name.
Choose or type a category, for example Funnel.
Add a description (optional).
Add a help video link (optional).
Turn the Free and Featured switches on or off.
Click Add Step and pick a tool. Repeat for each step, in the order you want them to run.
Click Save.
Steps run in the order they're listed. To remove a step, click its trash icon.
How do I edit a flow I created?
Click the pencil icon on the flow's row.
Make your changes, for example add or delete a step.
Click Save.
How do I change the order of steps or flows?
Drag the rows up or down into the order you want. It saves automatically.
How do I turn a pre-built flow on or off?
The flows that come with the platform show a Core marker. You can't edit or delete them, but you can turn them on or off for your clients with the toggle on each row.
How do I delete a flow I created?
Click the trash icon on the flow's row.
Confirm.
Common questions
Do I have to use flows? No. Flows suit some agencies and clients more than others. You can turn off any you don't need.
After I create a flow, where will my clients see it? In the Flows area of their platform. Check your flow's name shows correctly there after you save it.