This guide will help you learn how to break large automation flows into smaller ones and effectively use the "Redirect to Flow" action. This will improve performance and simplify automation management, especially if your flow is too large.
An automation flow in the builder is your workspace where you set up the client journey. Each individual flow is not connected to others, so you can set up completely different branches and mechanics, test changes in logic, etc. Flows are connected using the "Redirect to Flow" action.
Why this is needed:
If your automation flow contains more than 100 blocks, it might start to slow down or even fail to load in the builder. By breaking the flow into smaller parts and setting up redirections, you not only simplify editing and unload your workspace, but also make the automation more flexible.
Tip! If you notice that the automation builder is starting to "lag," it’s a sign that you should split the flow into smaller parts.
Large flows can slow down, especially if they use attachments (images, videos, audio, documents). The more attachments and blocks you use, the sooner this issue might occur.
To avoid losing access to the ability to edit the automation, it’s recommended to divide the flow into parts in advance.
How to set up this action:
Step 1: How to create a new flow
Open the automation builder.
In the top-left corner under the automation name, click on the Flows icon.
In the opened window, click on the Plus button to create a new flow.
Hover over the flow and click the "..." icon to open the settings.
In the settings, you can:
Set the flow as the starting flow.
Rename the flow.
Duplicate the flow.
Delete the flow.
Note: The starting flow will always run first in your automation. This will be the first step when a client triggers the automation.
If you need to create a complete copy of the current flow, use the "Duplicate" button. Make changes to the copy and use it as a new flow. This is useful for testing different mechanics without changing the main automation.
Step 2: How to redirect the user to the desired flow
Create a new "Action" block.
Select the "Redirect to Flow" action.
In the settings, select the desired flow.
Connect the new block to the rest of the chain.
Important: Redirection can be set either from a button or a block. This allows for flexible organization of transitions between flows.
How redirection works:
When a user reaches the block with the "Redirect to Flow" action, they are automatically sent to the start of the selected flow. The user doesn’t need to take any extra steps — they just need to pass through this block, and the automation will continue from where they were redirected.
How to apply this action:
Now that you know how to redirect users, you can use this to break up your automation into convenient steps. For example, you can set up "Welcome," "Main," "Engagement," "Sales" flows, and so on. It all depends on your goals and creative approach.
Example: Launch different flows based on trigger words
Create an automation that will provide different content based on the trigger words written by the client.
Create additional flows where clients will be redirected if they write certain trigger words.
Use the "Save Message" action to save the trigger word in a variable. This way, the last sent message or written comment will be saved in the selected variable:
After that, add a "Variable Value" condition to check if the value matches the required trigger word. Select the variable from the "Save Message" action and set one of the trigger words as the variable value:
Create a similar condition and set another trigger word as the variable value:
If the variable matches the trigger, redirect the user to the corresponding flow.
In the top-right corner, click on the "Set start triggers" button and list all the necessary words:
You can set up several such checks for different trigger words, and each choice will redirect the client to the appropriate flow without leaving the main automation.
Thus, if the client writes one of the existing trigger words, they will be immediately redirected to the correct flow in your automation.
Now you know how to effectively split large flows and use the "Redirect to Flow" action to create flexible and convenient automation. Break flows into steps, check tags, use code words — and your automation will become simpler and more user-friendly for both you and your clients.