Flows V2: Component Types and Definitions

Modified on Mon, 12 Feb 2024 at 09:47 AM

The creation of a flow requires the sequenced components that you want to include in it, so let’s define the component types that you can use when you're making a V2 flow.


Components in Flows V2


Note that components are categorized into groups in the left column in the Flows V2 builder. Each group of components are color-coded and include icons for easy recognition.


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 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.”)


  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:


 


question


 


Collect Member Information


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


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; when this component is entered, you can choose the content piece you want it to be in the editor.


Miscellaneous



  1. Scheduling components can be used in a flow to enable members to schedule a coaching session.

  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. You can select the redirect destination from the following list:

    • Member Dashboard

    • Trackers Dashboard

    • BMI Calculator

    • Calorie Calculator

    • Content Library

    • Goal Reminder Center

    • Mobile App

    • Personal Journal

    • Course Catalog


    • Course (if selected, then select the specific course)

    • Portal Homepage

    • Another Flow V2


    • Url (you can insert the URL for the destination you want to redirect the member to)



  3. 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.

  4. Branch components can be used to take members to specific paths based on their responses to an earlier question.


Automation


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:



  • Communications (emails or texts)

  • Create a coach task for a member

  • Set a lead coach to the member

  • Give the member a to-do or a goal

  • 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)

  • 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)

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