Building a new flow

Create a new flow by starting from a prebuilt template or from scratch. You’ll choose a theme, configure flow details like name and URL slug, and then launch your form with a click.

In your studio, click + New Flow to open a dialog box with two options:

• Start from a template

• Start from blank

The sections below walk through each option.

Templates

Choosing a template

Templates give you a head start by including prebuilt content and a default theme tailored for a specific use case—such as Patient Health Questionnaires, Net Promoter Score surveys, or Job Application forms.

If a template includes questions with calculated answers, the necessary calculated variables will be included automatically. For example, the PHQ‑9 template includes a scoring variable based on responder answers.

Templates are fully editable. You can modify or delete any content after creating your flow.

To get started, find the template you want and click on it. You’ll be taken to Flow Details to finalize setup before creating your flow.

Starting blank

If you choose to start blank, you’ll be taken directly to the Pick a Theme step.

Here, you can:

• Choose a theme

• Edit flow details like the name, URL slug, and description

See Flow Details below for more on these settings. Once you're happy with your selections, click Create a new flow!

Flow Details

Flow Details help organize your studio and define how your form is accessed. These include:

• Flow Name – The internal name for your flow in your studio

• URL Slug – The unique part of your form’s URL

• Description (optional) – A short internal note to help differentiate flows

If you’re starting from a template, you’ll also see a live preview of the template. You can interact with it before clicking Use this template to create your flow.

Set a Flow name and URL slug

The Flow Name determines how your flow appears in your studio. By default, it’s also used to generate the URL Slug, which becomes part of the public form link:

https://{your-domain}/flow/{url-slug}

If you open Advanced Options, you can:

• Edit the URL slug (it’s pre-filled from the Flow Name)

• Add an optional description

If you need to change the slug after creating the flow, see our duplicating variants guide to create a new flow with your desired slug.

The Flow Name and Description are only visible to your team within the studio.