Build your first flow in five minutes

A flow is what runs when someone texts your keyword or scans your QR code. You name it, choose how people start it, and then edit its steps in the flow builder. A new flow starts with an email question and a thank-you message, so it works as soon as you create it.

Steps

1. In the menu, click Data Capture Flows, then New data capture flow.
2. Under Name your data capture flow, type a name only you will see, such as "Keynote at Summit 2026".
3. Under How do people start it?, choose Text a keyword (one is included on your plan; more are $10/month) or Scan a QR code (free). Then pick the number, 33777 or 55444.
4. For a keyword, type it under Choose your keyword. For a QR code, edit the Pre-written text people will send.
5. Click Create and build steps. The flow builder opens.
6. Optional: click Load a template or copy…, choose A template, pick one (such as Send my slide deck), and click Replace steps.
7. Click any step to edit its text, then click Update & save.
8. To add a step, click Add a step or the + between steps, then choose a tile under What should happen next?.
9. Click Final text message to edit what people get when they finish.

The phone preview beside the steps shows the conversation as your audience will see it, with sample replies in gray.

Tips

• Keep each text under 315 characters. The line under each message box shows the count and how many texts it costs.
• Steps that use an email address, such as Email a handout, need an Ask for email step before them. The builder places them after it for you.
• A step marked Needs attention isn't finished. Click it to see what's missing, such as a file for a handout.

Next

Test your flow on your own phone before you put it in front of an audience.