FAQ: Flows

Yes, you can book a 1:1 consultation call with our team if you need help with flows. We can help you create flows and learn more about using flows to drive more profit for your business.

If you edit an active flow that has flow runs in progress, each flow run may or may not update to the new version of the flow. It depends on where each client is in their flow run.

A flow run will update to the new version if both of the following are true:

• No steps were edited, added, or deleted before the client’s current place in the flow run.

• The client’s next step in the flow run has not been deleted.

A flow run will not update to the new version if either of the following is true:

• Any steps were edited, added, or deleted before the client’s current place in the flow run.

• The client’s next step in the flow run has been deleted.

For example, you may have an active flow with 10 steps. Lisa is on step 3, and Chloe is on step 6.

• If you edit the trigger (step 1): Neither flow run will update.

• If you edit steps 5 and 10: Lisa will update, but Chloe will not.

• If you edit only step 10: Both Lisa and Chloe will update.

Clients can trigger a flow even if you run out of marketing credits. However, emails and text messages in that flow will not be sent if you don't have enough marketing credits.

If you don't have enough marketing credits to send a flow message, the client's flow run will pause for up to 24 hours while the system retries to send the message.

• If you add enough marketing credits within 24 hours, the system will send the message, and the client's flow run will continue.

• If you don't add enough marketing credits within 24 hours, the client's flow run will be automatically canceled. The Ended by column in the Runs tab will say Time Expired.

If you are running low on marketing credits and you have active flows that require credits, the billing user will automatically receive an email notification.

If a client hasn't completed their flow run, you can manually remove them from the flow run. This can be helpful if a client no longer wants to receive messages related to a flow.

Select the flow in the Flows app.

Select the Runs tab and select Cancel next to the client.

Clients are eligible for marketing flow messages if any of the following are true:

• The client has booked an appointment, completed a sale, or filled out a form within the last two years.

• The client was previously subscribed to your marketing messages sent from another booking software or marketing platform (including our Mailchimp integration) and their previous subscriptions have been verified and approved by the Mangomint team.

In the client details, you can manage a client's message preferences.

Once you register for a marketing phone number, new clients can opt in or out of marketing texts when they book an appointment via online booking.

Once you add a marketing phone number to your account, this toggle is required in your online booking and cannot be removed.

Yes, clients can reply to flow texts. You can use the Messages app to see a complete history of the flow messages a client has received.

Time delay steps allow you to wait for a number of hours, days, or weeks before completing the next step in a flow.

For example, you may want to wait two days (48 hours) after a client completes their appointment before sending them a message.

Time delay steps include the following settings:

• Wait until certain day of the week: Enable this toggle to select the days when you’d like to complete the next step. For example, you may prefer to send text messages Monday through Saturday when your business is open.

• Wait until certain time of day: Enable this toggle to select the time when you’d like to complete the next step. For example, you may prefer to wait until 10 AM to start sending text messages to clients.

Keep in mind that your time delay may increase if you use the settings above.

For example, if you wait 3 days before sending a text, the client might not receive that text until 5 days later if the following is true:

1. The client completes their appointment on Monday at 1 PM.

2. Wait 3 days and wait until Saturday at 10 AM.

3. Send the client a text message. The client will receive this text message on Saturday at 10 AM (5 days later).