Customer acquisition online not only requires a clear strategy, but also the ability to efficiently manage various interactions with potential customers. In this guide, I will show you how to create complex multi-level flows to improve customer retention and increase conversion rates.
Key Findings
- Structuring of flows is crucial for user experience.
- Personalization increases relevance and thereby response rates.
- Action steps must be clearly defined and user-friendly.
Step-by-Step Guide
1. Create flow images and folders
To create a new flow, go to the flow images area. Click on the "Flows" button to view your flows. Create a new folder to organize your flows clearly. Click on "new folder" and name it, for example, "Example Flows." Confirm with "create" to create this folder.

2. Create a new flow
Once the folder is created, select it and click on "new Flow" at the top. Name your new flow, for example, "Example Flow Number 2," and click on "create" to create the flow. From now on, you can start editing.

3. Starting Step and first message
Add a "starting step," followed by a first message. This message could be, for example, "Hi, how are you?" To make the address more individual, you can insert personalization elements by clicking on the small brackets and selecting the corresponding placeholders like "First Name."

4. Define optional responses
Now add two options for responses: "Good" and "Not good." Add the corresponding buttons for these responses to let the user choose. Consider how you want to design the layout of the messages to keep it clear and appealing.

5. Assign tags to responses
For the first option "Good," you can add a tag by clicking on "actions." Choose "Add Tag" and assign the corresponding tag, in this case, "going well." For the second option "Not good," do the same and assign the tag "not going well."

6. Automate follow-up messages
To continue the interaction, add a follow-up message after tagging. This message could be, for example, "Thank you for your response! I hope you have a good day. What are your plans for today?" You can then connect this message with the previous option.

7. Build decision trees
Now you can make the flows more complex by introducing decisions. If users click "Good," explain how you can make their day even better. Set a button with "Yes, gladly." For "Not good," you could add a message that offers a gift.

8. Linking messages
Now you can merge both threads. Depending on which button is clicked, participants will receive different follow-up messages. Connect these accordingly to make the flow logical and appealing.

9. Test the flow
After creating the flow, test it thoroughly to ensure that all messages and options function as desired. Use the "Preview" function to simulate and go through the entire process.

10. Optimization Opportunities
Use the feedback you receive from the tests to make improvements to your flow. Specifically consider how you can optimize the user experience or increase conversions, and adjust the flows accordingly.

Summary
In summary, you have learned how to design complex multi-level flows to increase customer retention and optimize acquisition through structured messaging and clear calls to action.
Frequently Asked Questions
How do I start creating a flow?Click on "Flows" and create a new folder to organize your flows.
What personalization options are available?You can use placeholders like "First Name", "Last Name", and many more to personalize the messaging.
How can I control decisions in the flow?Use options like "Good" and "Not good" to provide different action buttons for each decision and link them accordingly.
How do I test the flow?Use the "Preview" function to check the flow as a whole and ensure everything is working correctly.
Do I need to make final adjustments to the flow after testing?Yes, based on your feedback from the tests, you should make optimizations.