Flows

Build custom flows to collect info, mobilize your members, and scale your messaging.

What are flows?

Flows are automated messaging sequences that can collect data, have full conversations, and route conversations to members of your team.

Broadcast flows to your whole list or segments of your list. You can also create flows that are triggered by a member texting in a keyword or submitting a form.

How can I use flows to grow my list?

A great way to grow your list is by collecting info from supporters as they interact with your flow. Flows will parse through responses and map the data you’re looking for into your Members List.

What if one of my members get stuck in a flow?

With Strive you can create a validation message if a member is not answering your question with a valid response. If the member responds again with an invalid answer, Strive will automatically route the conversation to the Strive inbox and mark it as needs response so an organizer can help. 

Note: you can only create validation messages for the Ask a question bot action. 

What are bot actions?

Bot actions are types of messages you can create while building your flow. There are 3 types of bot actions you can use to create custom flows.

  • Simple Message bot actions are delivered without any corresponding automations or triggers. 
  • Collect Info bot actions collect data from members. By defining what type of data you're looking for, Strive will parse through members' responses and map that data to your Members List. 

    Note: Collect Info bot actions can only parse for one piece of data per action. Example: First name, Zip code, City
  • Ask a Question bot actions can prompt a Yes/No or Multiple Choice question. They can also route members to other flows, based on their response.

Create a flow

  1. Click Flows on the left-side navigation bar.
  2. Select Add Flow.
  3. Name your Flow and select Create.
  4. Compose your first message and click Save.

    Note:
    Strive will pre-populate a TCPA compliant kick-off message. You can customize this message based on the flow you are creating. Learn how to ensure your messages are TCPA compliant
  5. Click Add Bot Action.
  6. Select your bot action type:

Simple Message Bot Action

  1. Select Simple Message.
  2. Create your simple message, including dynamic fields.
  3. Click Save on the bottom of your bot action.

Collect Info Bot Action

  1. Select Collect Info.
  2. Create your Collect Info message, including dynamic fields.
  3. Select the data you are collecting with your message, and the field in the members list you’d like the data to map to.
  1. Optionally, assign this step in your flow to a group. This will automatically assign members to the group once they submit their response.
  2. Click Save on the bottom of your bot action.
Tip: You can use data collected from a previous message to populate dynamic fields in your next message. Use dynamic fields like {{firstName}} to make steps in your automated flows feel personalized.

Ask a Question Yes/No Bot Action

  1. Select Ask a Question.
  2. Set your question type to Yes/No.
  3. Enter your ask a question message, including dynamic fields.
  4. Enter your Yes and No success messages. 
  5. Select if you’d like to add members to a group for a Yes and/or No response in Add to Group(s).
  1. Select if you'd like a Yes and/or No response to reroute members to another flow in the Reroute to dropdown menu.
  2. Select a field from the Save result in a field dropdown menu if you’d like to automatically map member responses to a field in your members list.
  3. Optionally, add a validation message to your bot action. Click Advanced Options at the bottom of the bot action flow step.
  4. Click Save on the bottom of your bot action.

Ask a Question Multiple Choice Bot Action 

  1. Select Ask a Question.
  2. Set your question type to Multiple Choice.
  3. Enter your multiple choice question message, including dynamic fields.
  4. Enter info for each Response Option. To add another response option click +Add Response Option at the bottom of the bot action.
  5. Define the Response to Capture for each response option.
  6. Enter synonym(s) for each response. Click +Add after each synonym.
  1. Enter your success message for each response option, including dynamic fields.
  2. Select if you’d like to the response option to automatically add members into a group with the Add to Group(s) drop down menu.
  3. Select if you'd like the response option to reroute members to another flow in the Reroute to dropdown menu.
  4. Select a field from the Save result in a field dropdown menu if you’d like to automatically map member responses to a field in your members list.
  5. Optionally, add a validation message to your bot action. Click Advanced Options at the bottom of the bot action flow step.
  6. Click Save on the bottom of your bot action.

Once you have finished entering your bot actions:

  1. Click Save directly below to save the whole flow.
  1. Test it out in the preview chat to the right.
  2. Set if you’d like for your message to be automatically resolved once the flow is complete.
Tip: If you’d like for the conversation to be marked as needs response in the inbox, then skip this step.

Edit a step in your flow

  1. Click the Edit icon to the right of your flow step . 
  1. Make sure you click Save within the step in the flow AND click Save directly below to save the whole flow.

Delete a step in the your flow 

  1. Click the X icon.
  1. Click Save directly below to save the whole flow. 

Want to automate your flows? Learn how to assign keywords and forms to trigger flows.


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