Flows

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

What are flows?

Flows are chat bots or automated messaging sequences that can collect data, ask questions, patch calls, and make announcements. Flows use natural language processing to parse through data and make your messages more conversational.

Flows can be broadcasted to your whole list or segments of your list. Build Automations so flows are triggered by a member texting in a keyword or submitting an integrated form.

Can I patch calls with flows?

Yes! With patch a call bot actions, you can patch calls in your flows.

Depending on how you write your prompt, Members can call in to your call number or be called by replying CALL. Calls will be transferred to call targets based on your call number settings.

Tip: Advanced settings include a Call Upon Arrival option which will automatically call members when they reach the patch a call bot action step in your flow.

Can I delay messages in a flow?

Yes! You can create “drip messages" with flows by using a delay bot action. You can delay follow up messages for up to a week after the member interacts with preceding steps in your flow.

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 actions. 

Can I edit my flows?

Yes! You can copy, edit, or delete an entire flow via the Actions column of the Flows table.

Important Note: Editing a flow that has been broadcasted or triggered via automations can alter your Broadcast and Flow Reports data!

Clone an existing flow or create a new flow via the Actions Menu if you'd like to make updates to a flow that has been previously interacted with.

What are bot actions?

Bot actions are the types of messages you can create while building your flow. There are 5 types of bot actions you can use to create custom flows.

  • Simple Message bot actions are delivered when a member replies or without any corresponding automations or triggers.

    By checking "send and hold", the flow will wait for the member to reply before sending the next bot action in your flow.
  • 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. 

    By selecting "check and collect" for collect info bot actions, Strive will only send your collect info message to members who do not have this data available in your Members list. If a member already has this data available, your flow will proceed to the next bot action.

    After collecting Zip Code, Strive will autofill State data in the 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.

  • Delay bot actions can delay your messages by 1-7 days. Once the member reaches the preceding step in your flow they will receive your delayed message(s) based on the set delay time. You can use these to follow up with members over a period of time and create drip message sequences.
  • Patch a Call bot actions can patch members to Federal and State Legislators or custom targets based on your call number settings. Add a custom audio greeting and follow up with the member once the call is complete.  Calls can be placed by sharing your call number, using the keyword "CALL" within a flow, or selecting Call upon arrival via Advanced settings.

    Note: CALL will not trigger a patch a call bot action if the member is not interacting with your flow.

Where do I configure call numbers for Patch a Call bot actions?

To name your call number, upload your default audio greeting, assign targets, and upload/assign custom targets, go to the Call Numbers page. Learn more.

Can I send a follow up message after the call is complete?

Yes! When building a flow, add a follow up bot action, such as an Ask a Question bot action. Callers will receive the next message in your flow once their call is complete.

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. Select if you would like your message to send and hold. If the send and hold setting is selected, the next message in your flow will hold until your member replies.
  1. 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. Select if you would like your collect info message to "check & collect". Check & collect will parse your Members list for your collect info data and only send your collect info message to members who do not have this data available. If a Member already has this information populated, your flow will proceed to the next bot action.
  2. Optionally, assign this step in your flow to a group. This will automatically assign members to the group once they submit their response.
  3. 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.

Delay Bot Action

  1. Select Delay from the bot actions menu.
  2. Select the number of days you'd like your messages delayed. You can delay your messages 1-7 days.
  3. Add another bot action under the delay bot action that you would like delayed. All messages under your delay bot action will be delayed for the number of days set in your delay.

Patch a Call bot action

Before you set up your Patch a Call bot action, make sure to configure your call targets.

  1. Select Patch a Call from the bot actions menu
  2. Select your call number. Your call number's targets are configured on the Call Numbers page.
  3. Compose your SMS message. This can be a prompt to reply CALL and Strive will call members and patch them to your selected target(s) OR you can prompt members to call your call number. Alternatively, you can select if you'd like to call the member automatically when the reach the bot action. To trigger calls upon arrival, click Advanced Settings and check the Call Upon Arrival setting. Learn more about composing SMS call prompts.
Tip: To quickly add your call number and target, use the dynamic fields in the compose window
  1. Next select your custom audio welcome message. If a member is interacting with your flow this audio message will overwrite the default audio message set for the call number via the Call Number page. The audio message will play before the caller is patched through to your targets. Learn more about setting a default audio greeting.
  2. Click Save on the bottom of your bot action.
Tip: If you would like Strive to match callers with their elected officials, always include a collect info bot action before your patch a call bot action to ask for address and zip code.

The more address info you have saved in your Members list, the more accurately Strive can match your caller with their US. Representative.

Select the check and collect setting on the collect info bot action so that Strive will only send your collect info message to members who do not have this address data available in your Members list. If a member already has this data available, your flow will proceed to the next 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. Learn more about testing your messages.
  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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