Create your first flow
Take a look around your studio and create a new flow.
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Take a look around your studio and create a new flow.
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Click + New Flow to open a dialog box that will give you two options: start from a template or start from blank. The following sections will show you how to navigate either path.
Templates allow you to start a flow with added content that serve a specific need, with a default theme to make it look good. There are various templates to choose from - Patient Health Questionnaires, Net Promoter Score surveys, Job Application forms, etc.
Once you've selected the theme you want, and you're happy with the flow details, click Create a new flow!
The Flow Details are a set of editable options that can help organize your studio and allow your users to access your form: Flow Name, URL Slug, and Description.
If you've chosen the Pick a Template path (from above), you will also see an embedded example of the template you are going to load into your form. You can test drive this example in the embed before ultimately creating your form with the Use this template button.
The Flow name is how your flow will be listed in your studio.
Only you and your team will be able to see the flow name, however it will also be used as the default URL slug to navigate to your flow, and is formatted as https://{YOUR-DOMAIN}}/flow/{URL-SLUG}.
If you enable Advanced options you'll see an editable URL Slug field (already be pre-filled with the Flow name) and a Description. Once the flow created the URL slug will be stable and cannot be changed at any time; however you can change the Flow name that is visible in your studio after the flow is created.
Be sure to double check your URL slug before creating your Flow, as you do not want a URL path like the one pictured above to be what you have to send to your users.
Additionally, you can create an optional description for the flow too, for easier differentiation between flows. This, like the flow name, will only be visible to your team in your Studio.
If the Templates have questions that require answers to be calculated, the necessary will be included. For instance, a PHQ-9 template has the required calculated variable to give a score based on responder answers.
Find the template you'd like to start with, and click on it to choose it. Head to for next steps.
If you start blank you'll be taken directly to the Pick a theme step (See below).
Here you'll notice the various themes you can choose from, as well as some editable details for your flow. See below for more information about those details.
If you've already created your flow and forgot to edit the URL slug, see our guide to create a new flow so you can customize the URL slug.
