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How to create a Conversion Flow

Updated over 2 weeks ago

A Conversion Flow (sometimes referred to as a "Flow") is the complete user journey that makes up a Flowcode campaign, tracking a user's progression from their initial entry point (QR code scan or short URL click) through the scan destination, and culminating in a desired conversion event.

Here’s how you can create one:

Step 1:

Click the "Create" button on the top left-hand-side of the platform and choose one of the recommended actions. For this example, let's select "Scan to URL"


Step 2:

A modal will appear asking you for the following inputs:

  • Flow name - the name of your conversion flow.

  • Brand kit - the design template for your code

  • Folder - the folder for your conversion flow

  • Custom domain - the domain users will see when redirected to your experience or visiting landing pages.

  • Advanced geolocation - a toggle that enables receiving precise location from scanners. Note that users must consent to share their precise location when this is enabled.

Once you've filled everything out, click "Create"


Step 3:

After clicking 'Create', you will land in our "Flow Editor". Here is where you will customize the different pieces of your conversion flow. Below are the different tabs in the Flow Editor, found on the left-hand navigation of the platform:

Data Properties: Unique characteristics users can assign to each QR code or Short URL link. They define the specific information that helps personalize, distinguish and group codes within a single campaign based on their inherent characteristics.

QR Codes: A scannable, custom-branded, and dynamic entry point that instantly connects real-world consumers to a digital experience, enabling first-party data capture and real-time analytics.

Short URLs: A branded, condensed web link that directs users to the same destination as a QR code, offering an alternative connection point when scanning isn’t possible.

Flow Builder Experience: The new Flow Editor offers users a central canvas for creating, editing, and optimizing customer journeys, all within one intuitive builder page. Now, users can easily add and delete elements into the builder while getting an end-to-end view of the experience right in the platform


Step 4:

In the top-left corner of the Flow Builder, you'll see an Objects key. This is where you'll find all the building blocks for your customer experience, broken down into two main types:

  • Basic objects are the starting points—the first step in a customer's journey. For example, a landing page that a customer first navigates to.

  • Module objects are the next steps—the experiences that follow a basic object. For example, the contact form a customer fills out after clicking a button on that landing page.

Icon

Object Type

Definition

Basic

Landing Page: Consumer will be directed to a mobile-optimized, customizable template that features an image.

Basic

Page: Consumer will be directed to a mobile-optimized, customizable template with no image feature.

Basic

External Link: Consumer will be directed to a URL that the platform user provides.

Basic

Email: Consumer will be directed to an email with a pre-populated "To" field, determined by the platform user.

Basic

SMS: Consumer will be directed to a pre-scripted text message to a pre-populated recipient number determined by the platform user

Basic

Telephone Call: Consumer will be directed to their mobile devices keypad where a pre-determined number will appear, ready to be called.

Basic

App Deep Linking: Consumer will be directed to specific content within a mobile application.

Basic

File: Consumer will be directed to view a file (PDF, Image, Video)

Basic

Flow: This is a simple way to create a new conversion flow that directs to an experience you've built in the past

Module

Contact Collection: Consumer will be directed to form fill where their name and contact information will be collected

Module

Video: Consumer will be direct to watch a video


Step 5:

As you create your Conversion Flow in the canvas, all of your work will be auto-saved to ensure you don't lose any changes:


Step 6:

And when you're ready to set your campaign live, simply click "Publish"

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