DirectFlow Support Center

Marketing automation made simple

Learn how to create campaigns and automated flows to engage your customers

Marketing Campaigns & Flows

Step-by-step guides for creating effective marketing automation

Create SMS Campaign

⏱️ 5 min
Send targeted SMS messages to your audience

Step-by-step guide to create and send SMS campaigns

Campaign Creation Steps:
  1. Navigate to Campaigns → New Campaign
  2. Select or create SMS template
  3. Choose data source for audience targeting
  4. Select specific segments from available options
  5. Preview message with sample data
  6. Schedule or send immediately

Create Email Campaign

⏱️ 3 min
Video Tutorial Coming Soon - Placeholder for Loom video
Send 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 min
Video Tutorial Coming Soon - Placeholder for Loom video
Send 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 min
Video Tutorial Coming Soon - Placeholder for Loom video
Build 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:
  1. Trigger: New user registration (query new signups)
  2. Send Email: Welcome message with getting started tips
  3. Wait: 3 days
  4. Send Email: Feature highlights and tutorials
  5. Wait: 7 days
  6. Send Email: Success stories and advanced features

Create Advanced Marketing Flow

⏱️ 15 min
Video Tutorial Coming Soon - Placeholder for Loom video
Build 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:
  1. Trigger: Users inactive for 30 days
  2. Send Email: "We miss you" re-engagement email
  3. Wait: 3 days
  4. Condition: Check if user logged in after email
  5. Yes Path: Send welcome back email
  6. No Path: Send discount offer SMS
  7. Wait: 7 days
  8. Final Condition: Still inactive?
  9. Yes: Add to high-value re-engagement list

Need Additional Help?

Our support team is here to help you succeed with DirectFlow

DIRECT FLOW LLC
5830 E 2nd St, Ste 7000 #25693
Casper, Wyoming 82609
Email Support +34 656612862