Using Form Responses with Flows

You can customize your automated flows using form responses.

• Include form responses in messages: Include a form response in a flow message by using a merge tag. For example, if a client submits feedback on a form, send the feedback to an internal email address.

• Set up a time delay based on the form response: Set up a time delay in a flow based on the form response. For example, if a staff member selected 6 weeks on a client’s appointment summary form, send the client a rebooking reminder in six weeks.

• Send different messages based on the form response: Send different flow messages based on the form response by using a filter. For example, if a staff member selected Texture on a client’s skincare consultation form, send the client product recommendations for treating uneven skin texture. If the staff member selected Inflammation, send the client product recommendations for treating skin inflammation.

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Using form responses with flows

To use form responses with flows, begin by setting up the form template.

When setting up a form template, you can enable the Available in flows toggle for specific form fields.

• When the Available in flows toggle is enabled for a form field, that form response can be used with flows.

• The Unique name will be the name of the filter and merge tag in the flow.

To create a flow based on a specific form response, you can use the following form fields:

• Dropdown

• Multiple Choice

• Choose One

• Toggle

To create a flow based on whether a form field was filled out or left empty, you can use the following form fields:

• Email

• Phone Number

• Short Answer

• Long Answer

• Signature

When you’re finished setting up the form template, use the Form submitted trigger to create custom flows.