Help Center
Go to Upflowy
Help Center
Go to Upflowy
Getting Started
Upflowy 101: How to use Upflowy in 5 minutes
Building a Flow
How to set up a logic split in UpflowyHow to set up an A/B test in UpflowyHow to create nested flowsChanging between desktop and mobile viewsHow to make your flow's redirect URL open in a new tab (for embedded flows)How to use the UTM Parameters in Conditional LogicHow to inject custom parameters into your flowHow to redirect your Upflowy flow to a custom error pageHow to add parameters from your flow to your redirect URLHow to proceed to the next step automatically
Steps and Components
How Components WorkHow to include hidden fields in your Upflowy flowHow to add a default value to your Input componentText, Sub-Heading, and Heading, components: What they do and how to use them.How to add a hidden Input to your flowThe Image component: What it does and how to use itThe Spacer Component: What it does and how to use itThe Input Component: What it does and how to use itThe Multiple Choice Component: What it does and how to use itThe Dropdown component: What it does and how to use itThe Link component: What it does and how to use itThe Content Cards component: What it does and how to use itHow to recall data from previous steps in your flowHow to use the Cards component as a buttonHow to remove borders and background from the card component using CSSThe Nested Dropdowns component: What it does and how to use itThe Upload Documents Component: What it does and how to use itThe Button Component: What it does and how to use itThe Video Component: What it does and how to use it
Find Extra Components (Or Request One!)
Styling, Design and Brand Kits
Theme Settings: What they doHow to upload a custom loading gif into your Upflowy flowHow to use LayoutsHow to change the style of flow elements using CSSHow to add effects and animation to your flowHow to optimize your Upflowy experience for mobile How to customize your flow with custom CSS
Connect & Integrate your data
API and Webhook Documentation
Analytics and Reporting
Collaboration
Documents
Email Marketing
Productivity
Scheduling
Advanced connevtions - Deprecated
How to share, embed and trigger your flow
How to share your flow starting from a specific step
Share your flow as a URL
Embed your flow on a webpage
Triggering your flow
Checking your results
Answers PageDownload your data as a CSV
Settings / My Account
Adding a coupon codeHow to Add, Edit and Delete a User in Upflowy
Frequently Asked Questions
Security and DataFeatures and FunctionalitiesHow to make a quiz in Upflowy
Release Updates
Release 22.2.8 - Pre-populating fields, Hidden Inputs, Bug Fixes

Upflowy 101: How to use Upflowy in 5 minutes

This article is a crash course on Upflowy to help new users quickly understand what we can do.

First of all, welcome to Upflowy! 🚀 This article goes through the basics of how we can get a flow up and running for you, quickly.

Make a flow in under 5 minutes (Video)

More of a reader? Follow these steps to publish a flow within 5 minutes:

⭐ First Steps

🎨 Designing a flow to look like Upflowy

➕ Adding in steps

✏️ Editing Steps

🚀 Publishing a flow!

First steps:

You'll need to create a new flow by clicking on "Create New Flow" in your "My Flows" page, and choose a template after that.

Create New Flow:

In the

You can select a template and click "Use this template", or select "Start from Scratch".

Select a Template:

🎨 Editing the design

Once you select a template, you'll see your flow with "Theme Settings" on the left. Here is where you can make changes to your design.

Three quick steps to creating

Changing Colour 2 to your main colour

Changing the primary and secondary font to your font

Adding in a logo

There are many other changes that you can make, but these will give you a head start! I'll give you an example using Upflowy branding:

Changing Colour 2 to #8f44dc

Changing the font to Montserrat

Adding in the Upflowy logo

Ta-daaaa!

➕Adding in steps

By clicking on the + buttons, you will get an option to add in steps, (or logic splits or A/B tests - that's Upflowy 202!)

You can also add in steps when you are editing a step:

This way, you can create the experience that you're looking for.

 

✏️ Editing Steps

To edit any step, click on it, and we'll take you to the step view. You'll see components on the left that you can drag n drop into your form.

 

When you drag n drop a component in, you'll see the left side change to the traits of that component. This is where you can change the the component to ask exactly what you're looking for.

Publish your flow!

Congratulations! You now know how to build an Upflowy experience! Let's click on "Publish" in the top right hand corner. It'll immediately take you to the Analytics tab, which is where you'll see step-by-step data once people start going through your flow. Share it, and watch your analytics come in!

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