Build your first flow
Let's build, target, and publish a flow end to end. We'll make a short welcome tour, but the same steps apply to every flow type.
1. Create the flow
- Open Flows in the dashboard and click New flow.
- Give it a name, pick a type (Tour, Tooltip, Checklist, Resource center, or Announcement), and create it. You land in the visual editor.
2. Add content
In the editor's Content tab, add your steps. For a tour, each step has a title, a body, and a target - the element on your page the step points at.
The easiest way to set the target is the builder extension. Open your live app, click the element you want the step to point at, and the extension captures a robust selector for it - no CSS. You can capture a whole tour this way and save it as a draft, then come back to the dashboard to style, target, and publish it. Prefer to type a selector by hand? You can enter a CSS selector directly on any step instead. See The visual editor for the full walkthrough.
New here? Skim The builder extension first - point-and-click capture is the fastest path to a first flow, and it is what makes robust, change-resistant targeting effortless.
3. Style it
On the Appearance tab, match the flow to your brand - accent color, corner radius, font, and layout. A live preview renders through the real runtime, so what you design is exactly what your users see. More in Appearance & theming.
4. Target it
On the Targeting tab, decide who sees the flow: by page URL, days since signup, user or company traits, events, device, or country - combined with AND/OR groups. Leave it empty to show everyone. See Targeting.
5. Set frequency
On the Frequency tab, choose when the flow shows - on page load, after a delay, on scroll, or when the user clicks an element - and how often it may re-appear. See Frequency & triggers.
6. Publish
Click Publish. Your draft is copied to the live version and served to the users you targeted. Until you publish, your edits stay in the draft and your live flow is untouched.
Editing is always safe: changes autosave to the draft, and the live flow only updates when you publish again. You can unpublish or archive a flow at any time.
7. Measure
Once it is live, open the flow's Analytics to see views, completion rate, and per-step drop-off, so you can see what is working and iterate. See Analytics.
Last updated: Aug 5, 2026