User Permissions | Admins, and Editors with the Flow Editor additional role. |
Note: Available with Flowcode 2. If you don't see it, contact your Flowcode CSM.
Add branches to a flow
In the Flow Editor, under Destinations in the editor toolbar, click a destination type, for example External URL.
Click the + beside the entrypoints box. Flowcode inserts Decision 1 with one branch per destination.
For more branches, click the + to the right of the Decision.
Click the pencil icon to rename each destination. Replace the default name with a descriptive one for clearer reporting later. Unnamed ones show in Analytics as External destination 1, External destination 2, and so on.
Add a rule to a branch
On a branch line, click Add rule. The Smart rules panel opens.
Under Select a condition to get started:, choose a condition and set its values, for example Device type is iOS.
To require several things at once, click + Add condition. To accept any of several, click + Add "or" group.
Branches are checked top to bottom, and the first match wins. The lines read "If …", "Else if …", and Otherwise. To change the order, click the Decision and drag the destinations in its Modules list.
Leave one branch as Otherwise
One branch needs no rule. It shows Otherwise and catches everyone else, such as desktop visitors when you route iOS and Android. Without it, the editor shows "Missing a fallback path".
Choose a condition
Some appear only when the flow uses them:
Location: is or is not in the state of (US), in the zip code (US), or within a proximity of an address or coordinates, in miles, kilometers, or meters.
Device type: Android, iOS, or Desktop.
Time of day: is before, is after, or is from one time to another.
Day of week: is, is not, or is from one day through another.
Date: is, is before, is after, or is from a range.
Form field: an answer from a form earlier in the flow.
Data property: a value stored on each QR code or short URL, for example equal to a value.
Contact property: a value saved on the visitor's contact.
Total conversions: a form's submission count is less than or is greater than or equal to a number.
Individual conversions: the visitor has converted or has not converted on a form, identified by Device or Contact property.
Event property: a value from the flow's event calendar. Not on in every organization.
Note: All time conditions in a flow share one Time zone: the scanner's local time or a fixed zone.
Route by location
Choose Location, then within a proximity of. Enter a radius and pick address or coordinates (decimal degrees, for example 40.72586, -74.00460). States and ZIP codes cover the US only.
Publish and test
Click Publish.
After you click Publish, each visitor goes to the first branch they match, or to Otherwise.
Troubleshooting
"I get 'Missing a fallback path' and can't publish."
Every branch has a rule. Add a branch with the + to the right of the Decision and leave it without a rule.
"I get 'Rules are required if multiple paths are provided'."
More than one branch has no rule. Click Add rule on each branch except the one you want as Otherwise.
"I get 'Please enter a valid zip code' or 'Please enter a valid distance'."
Enter a 5-digit US ZIP code and a distance from 0 to 10,000. Latitude runs from -90 to 90 and longitude from -180 to 180.
"People outside the area still get the local page."
Check the order in the Decision's Modules list. Visitors who don't share their precise location are placed approximately based on their last known IP address. Turn on Advanced geolocation for precise locations.
FAQs
Can I preview what someone in another city sees?
No. Preview doesn't simulate a location. Publish and scan from inside and outside the area, or point the rule at your own state briefly.
Can I route by country?
No. Outside the US, use within a proximity of around the venue or city.
Do visitors have to share their location?
Only when Advanced geolocation is on. When it's on, visitors are asked to share their precise location. It's off by default.
Do I need a form for location rules?
No. Location, device, and time rules work without a form.
Is a Total conversions cap exact?
No. "Actual number of conversions may exceed your set limit due to multiple users accessing the conversion at once."