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DirectFlow Support Center
Marketing automation made simple
Learn how to create campaigns and automated flows to engage your customers
Quick Start - Jump to Your Task
Marketing Campaigns & Flows
Step-by-step guides for creating effective marketing automation
Create SMS Campaign
⏱️ 5 minSend targeted SMS messages to your audience
Step-by-step guide to create and send SMS campaigns
Campaign Creation Steps:
- Navigate to Campaigns → New Campaign
- Select or create SMS template
- Choose data source for audience targeting
- Select specific segments from available options
- Preview message with sample data
- Schedule or send immediately
Create Email Campaign
⏱️ 3 minSend personalized email campaigns
Create rich HTML email campaigns with automatic link tracking and UTM parameters
Email Features:
- HTML Templates: Rich formatting with images and links
-
Personalization:
Dynamic content using
{{data.field_name}} - Link Tracking: Automatic URL shortening and click tracking
- UTM Parameters: Automatic campaign attribution
- Analytics: Open rates, click rates, conversion tracking
Template Example:
Hi {{data.first_name}},
Your {{data.plan_name}} subscription expires soon!
Renew now to keep access to all features:
<a href="https://yoursite.com/renew">Renew Now</a>
Thanks,
{{company_name}} Team
Create Push Notification Campaign
⏱️ 2 minSend mobile push notifications
Engage users with timely push notifications on mobile devices
Push Notification Features:
- Title & Message: Concise, engaging notification content
- Custom Payload: Additional JSON data for app integration
- Device Targeting: iOS and Android support
- Delivery Analytics: Delivery and engagement metrics
Create Simple Marketing Flow
⏱️ 10 minBuild automated message sequences
Create simple automated flows like welcome series or re-engagement campaigns
Flow Node Types:
- Trigger: Entry point based on data source query
- Wait Delay: Pause for specified time (hours/days/weeks)
- Send Actions: Email, SMS, Push, or Webhook
Example Welcome Flow:
- Trigger: New user registration (query new signups)
- Send Email: Welcome message with getting started tips
- Wait: 3 days
- Send Email: Feature highlights and tutorials
- Wait: 7 days
- Send Email: Success stories and advanced features
Create Advanced Marketing Flow
⏱️ 15 minBuild complex conditional flows
Advanced flows with branching logic, conditions, and multi-channel messaging
Advanced Flow Features:
- Condition Branches: Yes/No paths based on SQL queries
- Wait Until Conditions: Pause until specific conditions are met
- Multi-Channel: Mix email, SMS, and push in one flow
- Real-Time Queries: Check customer database for current status
Example Re-engagement Flow:
- Trigger: Users inactive for 30 days
- Send Email: "We miss you" re-engagement email
- Wait: 3 days
- Condition: Check if user logged in after email
- Yes Path: Send welcome back email
- No Path: Send discount offer SMS
- Wait: 7 days
- Final Condition: Still inactive?
- Yes: Add to high-value re-engagement list
Need Additional Help?
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