Mastering Flows

To make sure you get the most out of CORE SMS, we've put together a bunch of short videos to guide you through some of the most powerful features. Each of these videos are only a couple minutes, but they will help you build complex flows without a lot of effort.

You don't have to, but it's best if these are watched in order since they build on each other as you go.

Handling Unexpected Responses

One of the great things about TextIt is that you can handle error cases in a natural way for your users. When building SMS applications, sometimes you get responses that you don't expect. In this video, we'll show you how you can route these responses through a feedback loop until they respond in a way that works for your flow.

Testing Flows in the Simulator

As you build your flow out, it's helpful to see how somebody might interact with it. TextIt includes a simulator that let's you work through your flow as a user would so you can identify what works well and what parts might need to be tweaked. In this video, we show you how to bring up the simulator and how you might use it to make your flows as natural for your users as possible.

Supporting Additional Responses

In this video, we'll show you how you can easily accept many different answers when asking questions in your flow. Even if you tell your users to reply with "yes" or "no", sometimes they might still respond with "okay". To make things easier on them, you can anticipate their responses and configure your flow to be more flexible.

Managing Users with Groups

It's easy to reach out to segments of users that respond a certain way to one of your questions. Using the "Add to Group" action, you can easily group users together who you can then follow up with later. Conversely, you can use the "Remove from Group" action to manage group membership from anywhere in your flow. Using the group actions it's also easy to manage opt-ins for your flows.

Collecting Numeric Data

Some of your questions will likely require numeric responses. For example you might want to ask for a user's age or the number of members in their household. Handling a numeric responses is as easy as defining the range of numbers you want to accept. In this video, we modify our flow to capture the age of the user.

Using Variable Substitution

SMS is personal, your flows should be personal too. One way to make your flows more personable is by addressing your users by their name. With variable substitution, you can use any information you know so far about your user, including any of their previous answers in the flow.

Updating Contacts Inside Flows

TextIt allows you to store anything you learn about a user during a flow. This allows you to reference that information in future flows or messaging campaigns. In this video, we show you how to add a simple action anywhere in your flow to help you keep track of valuable information about your users.

Sending Email Inside Flows

Sometimes you want to notify different parts of your organization after somebody reaches a step in a flow. Using the Email action, you could for example, notify the Marketing Department when a user completes one of the goals in their promotional campaign. You might also notify the Customer Support team when customers report issues in a product support flow.