Flow Design

Engagement Flows

Every business runs differently. Engagement flows let you build the exact customer path that fits your process, your team, and your outcomes.

OperationsSurveys & Forms

Build the flow that fits your business

Configure what customers see and when — not constrained to a single template or rigid process.

Connect every step to a useful outcome

Each step in the flow can route to a form, a page, a review site, or a follow-up so nothing dead-ends.

Reuse and adapt across locations or campaigns

Build once and deploy across teams, channels, and campaigns — update centrally without starting over.

What This Tool Does

Design flexible customer engagement flows that adapt to your business — review requests, feedback forms, follow-up journeys, and more in one place.

Review requests, feedback prompts, follow-up journeys, and intake flows all share a common structure. Engagement flows give you a configurable way to design that structure — choosing what to ask, in what order, and where to route the customer next.

Flows can be simple or multi-step, and they connect directly to the rest of the system: forms, smart links, simple pages, and customer records all work together so no touchpoint is an island.

Example Use Cases

Practical ways businesses put this to work.

Multi-step review and feedback flows

A service business starts with a satisfaction question, routes happy customers toward a review, and gives others a direct feedback path.

Event or appointment follow-up

An experience-based business sends a flow immediately after a booking completes, adapting the message based on service type.

Campaign entry flows

A seasonal promotion starts with a simple landing flow that routes customers into the right offer based on their response.

Tags & Categories

How this tool is categorized.

Category

OperationsSurveys & Forms

Channels

SMSEmailQR CodeNFC

Content Types

Reports

Audience

OwnersManagers

Business Goals

RetentionVisibility

Industry Fit

RestaurantsRetailService BusinessesEvents

Related Tools

Keep building the full engagement system.

View all tools →

Surveys & Custom Forms

Collect structured feedback, intake data, and custom responses inside the same platform — no separate survey tool required.

Surveys & Forms Operations

Review Generation

Make it easy for customers to leave public reviews — and just as easy to share feedback directly with you.

Reviews Reputation

Sales Campaigns

Connect engagement moments to promotions, bookings, and return-visit opportunities — the follow-up step most businesses skip.

Sales List Building

Want to see how engagement flows can fit your business?

We can show you a practical workflow built around the outcomes you want most, whether that is more reviews, better feedback, stronger customer proof, or a smarter follow-up path.