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Flows
Create a flow
Create your flow and widgetPick what you'd like visitors to do, such as read one of your guides or sign up for it. Use a real page or offer from your website. 1. Open Flows, choose New flow, then Blank flow. 2. If Where should this flow show? appears, select A new…
Flows
Pause a flow or widget
Stop a system flowA published system flow doesn't have a widget enable switch. To stop it: 1. Open the flow's Settings. 2. Turn System Flow off. 3. Check that the flow has no enabled attached widget. 4. Review the pending project changes, then choose Publish…
Widgets and placement
Create a widget and attach a flow
Match your site and try it out1. Open Design and choose your theme, colors, fonts, and spacing. The design reference covers each control. 2. Preview the flow and phone layout, including the path for someone whose answers you don't know. 3. Turn Enabled on when the…
Getting started
Build a resource recommendation with an AI assistant
2. Tell it what to buildPick one question you'd love to know the answer to, and decide where each answer should send people. Then tell your assistant. Here's what our example business, WorkForge, would send: Build a flow called "WorkForge starting guide" that…
Test and publish
Review and publish project changes
Check it as a visitor…the intended entry URL without the debugger or forced segments. Use a fresh browser session for a new visitor and a dedicated test contact for an identified visitor. Check that the page shows the right content, the flow follows the right…
Getting started
Build a client pilot you can review together
7. Publish the approved draftHave the release owner review all pending changes, including work from other collaborators. Publishing includes the whole current project draft, not just the flow you're looking at. 1. Confirm the pilot widget's Enabled switch is on. Keep…
Hosted pages and templates
Preview and install a flow template
Start with a ready-made flow instead of building every step yourself. Installing a template gives you an editable copy you can adapt to your audience, wording, and pages. Your changes won't affect the original template. You'll need editing…
Troubleshooting and common questions
Fix a publishing problem
The dialog says to fix an issue before publishingOpen the resources named in the dialog and fix the listed issues before trying Publish again. The validation dialog says Fix this issue to publish, or lists several issues. It also confirms that nothing has gone live and your changes are…
Troubleshooting and common questions
Troubleshoot a flow that takes the wrong path
I can't tell where the flow went wrongOpen the debugger, choose Flows, and select the relevant entry under Running on this page or Not running here. Compare the first unexpected decision in the path with that node's settings. Debugger Flows panel showing the team assessment…
Righty and AI assistants
Build and review changes with Righty
2. Ask it to look at what you havePick one task and name what should stay unchanged. Our example business, WorkForge, might want to ask new visitors about team size before recommending a guide, without changing the path for known contacts. Start by asking Righty to read the…
How RightMessage works
Drafts, published changes, and immediate actions
AI changes and A/B tests have the same boundariesRighty's configuration edits and those made through a connected AI assistant go into the shared draft. Publishing is separate. Righty can't publish. An external assistant can publish when you tell it to, subject to the operation's access…
Reports and optimization
Test whole flows
5. Keep a flow1. Open the tested flow and choose End Test. 2. In End Flow A/B Test, select Control (original flow) or an alternative. 3. Choose End Test to confirm. 4. Review the draft, then choose Publish. Control is selected by default. Keep it to…
Test and publish
Preview and live-site questions
Can I preview a flow before publishing it?Yes. In the flow builder, choose the eye button labeled Preview flow. You can answer questions, follow paths, and use Restart to try again. The preview includes device and theme controls, plus a widget selector when several widgets use the…
Flow node reference
Flow data and Liquid reference
Differences between flow, email, and HTML templatesWhere you're using data What to know ---------------------------------- ------------------------------------------------------------------------------------------------------------------------------------- Set Data value Liquid renders text…
Questions and responses
Segment visitors with survey answers
Check both paths, then publishIf you want answers in your email platform, review the question's Sync mappings first. This lets you use those same answers in your follow-up, once RightMessage can identify the contact. 1. Choose Preview on your site to open your draft on…
Email platforms and CRMs
Connect ActiveCampaign
Choose what to syncUse a custom field or tags for choice answers and segment groups. List membership isn't a choice-answer sync mode. Typed answers can use supported native or custom fields. RightMessage reads custom fields, First name, Last name, Phone…
Flows
Run a system flow without a widget
Use a system flow to remember what visitors are interested in without interrupting them. It runs on page views, so you can update their data without asking a question or displaying a form. You'll need project edit and publish access, plus…
Flows
Flow settings and deletion reference
Flow settings and actionsIf you'd like to… Setting or action What it changes --------------------------- -------------------------…
Getting started
Build a resource recommendation in the app
2. Create a flowA flow decides what visitors see next. A widget decides how and where that flow appears on your site. Creating a flow gives you both. Flows, widgets, and campaigns explains how they fit together. 1. Open Flows, choose New flow, then Blank…
Getting started
Recommend a page or product on your website
3. Create a flowA flow is the conversation, and a widget is how it shows up on your site. Creating a flow gives you both. Flows, widgets, and campaigns explains how they fit together. 1. Open Flows, choose New flow, then Blank flow. 2. If Where should this…
Flows
Flow canvas controls and shortcuts
Choose how a new flow appearsIn Flows, New flow followed by Blank flow opens the flow setup. Use template starts from a template instead. For the shortest setup, follow Create a flow. If you'd like to… Choose What happens -------------------------------------…
Getting started
Personalize one page for a known audience
6. PublishOnce you're happy with the page and its matching rules, activate the campaign in the draft. Choose Publish and review all pending changes, including other campaigns, widgets, and System Flows. Visit the published page without forced…
Troubleshooting and common questions
Fix a widget that doesn't appear or is cut off
The widget appears in preview but not on the website1. Check that the website uses this project's snippet. 2. Check the widget's Enabled setting. 3. Check that you've published the changes. 4. Open the debugger on the affected page. 5. Inspect the widget and its flow for this browser, then…
Test and publish
Test your changes before and after publishing
Check the flow's layoutThe builder preview lets you check narrow layouts and themes without leaving the app. 1. Open your flow in Flows and choose the eye button labeled Preview flow. 2. If the flow uses several widgets, choose one in Preview widget. 3. Follow…
Flows
Score a quiz and recommend a page
Check the scores and the page they recommendChoose Preview on your site and use the debugger to inspect the totals and selected path. Test a clear winner for each recommendation, an exact tie, all-zero scores, and unanswered questions. If you subtract points, test negative totals…