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How to Create a Conversion Flow for Telephone, Email, and SMS External Destinations
How to Create a Conversion Flow for Telephone, Email, and SMS External Destinations

Set up external destinations to initiate communication actions, such as making a phone call, sending a text message, or sending an email.

Updated over 2 months ago

1. Feature Overview

This feature allows you to set up external destinations as the direct destination of your Flow or as a module on your Flow landing page to initiate communication actions, such as making a phone call, sending a text message, or sending an email. This expands the use cases for Flowcode QR codes, enabling direct interactions and enhancing conversion opportunities.

2. Accessing Communication-Based Destinations

  • Where to Find: Select from Telephone (Phone Call), SMS, or Email to create a Flow that directs users to a communication-based action

  • Supported Actions:

    • Phone Call: Starts a phone call to the specified number

    • SMS: Opens a text message with a pre-defined recipient and message

    • Email: Opens an email draft with a pre-set recipient, subject line, and body content

3. Setting Up Each Destination Type

  • Phone Call Destination Setup:

    1. Choose "Phone call" from the “Scan destination” section of the Conversion Flow template modal

    2. Select your Brand Kit

    3. Click “Use this template”

    4. Set up your entry points

    5. Enter the phone number

    6. Click “Save and exit”

  • SMS Destination Setup:

    1. Choose "Text message" from the “Scan destination” section of the Conversion Flow template modal

    2. Select your Brand Kit

    3. Click “Use this template”

    4. Set up your entry points

    5. Enter the phone number

    6. Click “Save and exit”

  • Email Destination Setup:

    1. Choose "Emaill" from the “Scan destination” section of the Conversion Flow template modal

    2. Select your Brand Kit

    3. Click “Use this template”

    4. Set up your entry points

    5. Enter the email address, subject, and body text

    6. Click “Save and exit”

4. Input Validation Requirements

  • Telephone and SMS:

    • Phone numbers must have the correct country code specified

    • Numbers are limited to 15 digits to comply with the E.164 format

  • SMS Message:

    • Limited to 256 characters. A warning will display if this limit is exceeded

  • Email:

    • Email addresses must follow a standard format (e.g., [email protected])

    • Subject lines are limited to 100 characters

    • Email body content has a 1,000-character limit, with a warning if the field is blank

5. Data Properties and Personalization

Data properties can be set for each communication type:

  • Telephone & SMS: Use data properties for the phone number

  • SMS Message & Email: Use data properties for the message body, subject line, and recipient email address

6. Common Use Cases

  • Customer Support: Create QR codes for users to call a support line directly

  • Event Registration: Use SMS codes with a pre-filled registration message

  • Lead Generation: Set up email destinations that pre-fill inquiry emails for sales or customer service teams

7. Frequently Asked Questions (FAQs)

  • Can I change a destination type after creating it?
    Yes, you can change external destination types (e.g., from Phone Call to URL) for a Flow, but you cannot change a Flow to go from an external destination to a Flowcode-hosted landing page (or vice versa) after it’s been created

  • What happens if a user scans a code on a device without SMS or calling capabilities?
    If a user scans on a device without SMS or calling apps (like tablets), they will see an error or a prompt to select an appropriate app

  • Is it possible to create multi-action QR codes (e.g., SMS and email)?
    Currently, each QR code supports only one action. You would need to create separate codes for different actions.

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