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Edit on the canvas

Each workflow has three tabs. Overview shows results, Workflow is the editor, and History lists everyone who went through it. On the Workflow tab:
  1. Click the trigger card to choose what starts the workflow and set its conditions
  2. Click + between steps to add an email, timing step, branch, or quote step
  3. Click any step to edit it in the side panel
  4. Rename any step with Step name
Step changes save to a draft automatically. They don’t reach anyone until you publish.

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Work faster

  • Copy steps. Shift-click or Cmd-click steps, or Shift-drag a box around them. Click Copy, then click + where you want them and choose Paste. Copied emails get their own copy of the message.
  • Delete steps. Select them and press Delete, or use Delete in the toolbar.
  • Find your way. Use Fit to screen and the zoom controls. Click Hide email previews for a compact view.

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Edit emails

Emails work differently from other steps. Click Save email to save the subject, message, and sender.
Saved email changes apply right away, to everyone who hasn’t received that email yet. You don’t need to publish them, and Discard changes doesn’t undo them.
Every email needs a subject and a message before you can publish. See Send email for senders, shortcodes, and test emails.

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Publish and start

When the workflow is ready, click Publish and start. It starts for new quotes or bookings right away. To update a running workflow, edit the steps and click Publish changes. Each publish creates a new version. New people get the latest version. People already in the workflow finish on the version they started with.
Without Plus, you can build workflows, but you need to upgrade to start them.

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Discard step changes

Open More actions and click Discard changes. The steps go back to the last published version. Saved emails don’t change. If you leave a published workflow with unpublished step changes, Flashquotes asks whether to keep editing or discard them. Drafts that were never published keep their changes.

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Stop, archive, and duplicate

Flashquotes warns you before stopping or archiving a workflow that people are partway through.

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Change the trigger

  1. Stop the workflow if it’s active
  2. Click the trigger card and pick a new trigger under Starts when
  3. Confirm with Change trigger
The workflow goes back to unpublished, and anyone partway through stops. Triggers that don’t support your current steps are grayed out. For example, Building a quote can’t send emails. Only start when and Stop when conditions the new trigger can’t check are removed. For example, Quote type is dropped when you switch to Booking created.