Flows - Glossary

Created by Naveen V, Modified on Mon, 12 Aug at 8:18 AM by Naveen V

  • Triggers are events or conditions that start the automation of the flow. Different types of triggers include segment, event, and object property changes.


  • Trigger Filters: The event trigger and object property change trigger can be filtered and configured at a granular level. For example, if the “Added_To_Cart”  event is the trigger, the filter can trigger the flow only if the cart_value is more significant than $200. 


  • Actions: Any email, WhatsApp message, update on the records, delay, or conditional check is called an action. 


  • Base Object: An object whose properties and associations are used in the flow automation. The trigger, as well as the actions


  • Enrolment: A record getting onboarded or entering into the flow based on the trigger condition is called enrolment.


  • Re-enrolment: If the same record is getting onboarded into the flow because the trigger condition is met again, it is referred to as re-enrolment


  • Conditions: A category of action blocks evaluates a condition and decides the course of the flow. Checking whether a record is part of a segment or whether any filter condition is met is an example of a condition.


  • Delays are another action block category that waits or pauses the automation flow. Different delay blocks pause the automation flow differently - either for a fixed time interval or based on the data property in an object or a custom event.


  • Goals: Any event specified in flow automation indicates that the enrolled record has completed the goal.


  • Exit: When the record goes through a flow and reaches the final destination or meets a goal, it is exited out of the flow. If enrol is onboarding into the flow automation, exit is offboarding from the flow automation.

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