Flows are automated steps or sequences for your contacts that you can use to have your client/contacts complete certain forms, agree to terms, upload files etc.
Flows are of two types
On-Demand Flows: On-Demand Flows can be completed by the clients anytime, depending on the requirements. All
On-Demand Flows are available in the Client Portal, and they can complete them anytime.
Onboarding Flow: Onboarding Flows must be completed by the clients before they can access their dashboard.
There are two components of Flows.
Steps Sequence consists of the steps you want your client/contact to complete.
1. Read & Sign
Use this If you want your Client to agree on some terms and accept them before accessing the dashboard.
2. Content Embed
If you want to embed some text, images etc, on the step.
3. File Upload
If you want your Client to upload some files. You will have to choose the folder of the file manager where you want these files to go.
4. File Download
If you want your Client to download a file before getting started.
5. Form Embed
If you want your Client to submit a form before getting started. You can choose a form to embed, and it will be shown to the contacts to complete and submit.
Actions will be performed when the contact completes the flows or all the steps. You can add multiple actions you want Agiled to perform after the Flow is completed by your client.
Please note that all of these actions will be completed immediately after the Flow is completed by a customer.
To create a new Flow, please follow the below steps.
To see the submissions for a flow,