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How can I use my Flows once configured?
Hamza Abaelgarch avatar
Written by Hamza Abaelgarch
Updated over a week ago

First thing first, once you're done configuring your Flow, ensure these are published. You can find the options on the top right side of the Flow editor, on the configurator page.

Once done, head back to your Flow list, from where you have access to a quick set of options:

  • You can edit or delete a Flow using the three dots button at the right side of the screen

  • You can disable a Flow in case of need. When disabled, customers will still be able to use the link to upload videos but they won't see the customized banner (they will be shown the generic one instead).

  • You can copy the link of your Flow, so that you can add it to your website or you can share it to your customer.


    ​Keep in mind that when a customer will click on the link, they will have to type their email address and SnapCall will add medias into a brand new CRM ticket if connected to your workspace.
    ​You can add dynamic fields to your Flow url if you'd like SnapCall to add media into a specific tickets, or if you have already customer's email address.

Once a Flow is created, there's a few ways you can get benefit of this feature and ensure customers will provide the exact information you're looking for:

  • Add your Flow to your Public Page: head to your Public Page editor, there you will find your Flow on the 'Inactive' tab on the left bottom part of the screen.

  • Add your Flow link to your website: for example, you can copy and paste a Flow's link inside a button of your website, or inside a FAQ article.

  • Use a Flow from your CRM: If you're using Zendesk, you will find the list of Flow created on the widget in the bottom side of your screen.
    ​

  • Add your Flow into a bot: you can configure your bot and give the link of your Flow to customers if they select specific options during their support journey.

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