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How to Create a Message Flow

April 16, 2019

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Message Flows are a functional, stepped communication program that allows a studio to structure communications for prospects or students.

To go to Message Flows:

  1. Click on Communications.
  2. Hover over Message Flows and select New Message Flow.


3. Select your audience by clicking the Students or Prospects button. (Note that you can change the Audience if needed by selecting a different option in the Audience drop-down.)

4. In the Run Based On drop-down, select the desired trigger.

5. In the Name field, type a name for the message flow.

6. In the Description field, give the message flow a brief description.

7. If you want to re-use this message flow, toggle on the Save as Template option.

8. Select the audience for the message flow by checking the appropriate checkboxes. (Note that you will see different options for prospects and for students.)

9. Click the Save Message Flow button.

Regarding prospects status checkboxes, please note:

  • Lead: Any message flows with Lead selected will go to all leads unless you apply a filter.
  • Appointment: After the prospect graduates to the Appointment stage, he or she will no longer receive messages for a lead.
  • Trial: The same is true when a prospect becomes a trial student; they will no longer receive messages about scheduling an appointment with the studio.

If you have BizBuilders set up, you can filter which prospects will receive the message flow by checking the checkbox for that specific BizBuilder.

To edit the Message Flow:

After you create a message flow, it will show on the screen as a summary.

  1. Click the Edit link to the far right (not shown).

2. To add a step to the Message Flow, click on Add a Step; the screen below appears.

3. Enter the title of the message flow in the Step Title field.

4. Enter the subject of the message flow in the Subject field.

5. Enter the stages based on when they will be sent out:

  • Send Immediately
  • Schedule for Later

  • The message can be sent via SMS or email.
  • Each step can be set up differently, including the method of delivery.
  • If the message is an email, you can attach a file.

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