A flow is the sequencing of various components that you want to include in it, so let’s define the component types that you can use when you're making a flow.

Components in Flows

Note that components are categorized into collapsed groups in the left column in the Flows builder:

Clicking the arrow of a group will open it up and list each individual component type. Each group of components are color-coded and include icons for easy recognition.

Component Type 1: Ask a Question

You can choose from 7 question types:

1. Multiple Choice questions allow the member to choose 1 response from two or more distractors.
2. Multiple Selection questions allow the member to choose multiple responses (as many as they like) from two or more distractors.
3. Single Line questions allow the member to type a line of text as a response to a question.
4. Multiple Line questions allow the member to type many lines of text as a response to a question.
5. Range questions allow the member to choose a number as a response to a question (i.e. “Rate your mood on scale of 1 to 10.”) You can set the numeric range and the range increment. For instance, you can ask the question, "How many cents is 5 nickels worth? For this question, a fitting range might be 5 as the minimum, 50 as the maximum, with a range increment of 5.
6. Date questions allow the member to choose a date in response to a question.
7. Dropdown questions present distractors in a drop-down list for the member to choose a response from.

Note: All question components have the option for you to include a question header. When you include a header, you can add images, media, a table, and you format text as you want it. You can also personalize the header (and therefore the flow) by including a replacement tag for first name, last name, email address, and/or portal homepage:

Watch a video about creating questions in the flow:

Component Type 2: Member Profile

These components are not available in anonymous flows.

When a member responds to one of these questions in a flow, the information is automatically applied to their account. Components include: Gender, Birthdate, Phone Number, Timezone, Language, Email, Custom Field, Name, and Unit of Measurement.

Component Type 3: Show Content

1. Page components are text and images that you can manually enter in the editor. As with question headers, you can personalize the content here by using replacement tags for first name, last name, email address, and portal homepage.
2. Content components are pieces of content that are enabled in the portal (articles, pdfs, videos, and audios); when this component is entered, you can click in the component box in the editor which opens the selector field on the right. Here, you can choose the content piece you want it to be in the editor:

Component Type 4: Coaching

Tracker and Scheduling components are not available in anonymous flows.

1. Tracker components can be set to any of the trackers enabled in the portal. For instance, you can set a tracker component in a flow for the member to enter their blood pressure if it is enabled in the portal. Using this option instead of a redirect means the member will continue along in the flow seamlessly.
2. Goal components can be inserted to prompt the participant to create their own goal from scratch which will henceforth appear in their profiles and goal tiles of pages that include them.
3. Wellness vision components can be used to allow the participant to create their own overarching vision of themselves having reached their lifestyle goals which will henceforth appear in their profiles and wellness vision tiles of pages that include them.
4. Scheduling components can be used in a flow to enable members to schedule a coaching session.

Component Type 5: Miscellaneous

1. Branch components can be used to take members to specific paths based on their responses to an earlier question. To learn more about branching, see this article.
2. Redirect components enable you to deliver the member to a destination that you set. You can choose whether you want the window to open in a new one or in the existing one using the toggle above the list. Redirect destination options include the following:
   • BMI Calculator
   • Calorie Calculator
   • Challenge (once selected, choose the specific challenge)
   • Content Library
   • Course Catalog
   • Course (once selected, choose the specific course)
   • Flow (once selected, choose the specific flow)
   • Group Coaching (once selected, choose the specific group coaching)
   • Page (once selected, choose the specific page)
   • Goal Reminder Center
   • Personal Journal
   • Member Dashboard
   • Message Center
   • Mobile App
   • Portal Home
   • Trackers Dashboard
   • Url (once selected, insert the URL for the destination you want to redirect the member to)

Component Type 6: Automation

Automations are not available in anonymous flows.

This ability to set and use automations in a flow V2 allows you to avoid the step of creating and maintaining entirely separate automations, as you can compose an automation, like an email, or insert pre-existing automations (for goals and to-do's) that already exist in the portal.

When an automation component is used in a flow, it is triggered when the member reaches the component. These components can be used to send automations that exist in the portal:

• Send an Email
• Send an SMS
• Create a coach task related to the member
• Set a lead coach for the member
• Set the member's homepage (you can choose between any of the pages created within the portal or any of the pre-existing template pages)
• Give the member a to-do (this will appear on the member's dashboard)
• Give the member a goal (this will appear on the member's dashboard)
• Set a custom field which that will automatically be populated in the member account when the component is reached
• Add an automation (the automation is triggered when it's reached in the flow)