Upflowy 101: How to use Upflowy in 5 minutes

How to set up an A/B test in Upflowy

Theme Settings: What they do

How to create nested flows

How to set up a logic split in Upflowy

How Components Work

How to add a default value to your Input component

Text, Sub-Heading, and Heading, components: What they do and how to use them.

How to add a hidden Input to your flow

The Image component: What it does and how to use it

The Spacer Component: What it does and how to use it

The Input Component: What it does and how to use it

The Multiple Choice Component: What it does and how to use it

The Dropdown component: What it does and how to use it

The Link component: What it does and how to use it

The Content Cards component: What it does and how to use it

How to recall data from previous steps in your flow

How to use the Cards component as a button

The Nested Dropdowns component: What it does and how to use it

The Upload Documents Component: What it does and how to use it

The Button Component: What it does and how to use it

The Video Component: What it does and how to use it

How to add a country selector as a dropdown

How to add timezones as a dropdown

How to add a date picker to your flow

How to add a currency selector as a dropdown

How to create your own component

How to add in gradient colours to your flow

How to replace (or hide) the Upflowy logo in a flow

How to add in your Calendly scheduler to an Upflowy flow

How to add confetti to the last step of your flow

How to upload a custom loading gif into your Upflowy flow

Release 22.2.8 - Pre-populating fields, Hidden Inputs, Bug Fixes

Security and Data

Features and Functionalities

How to make a quiz in Upflowy

Answers Page

How to display data from a third-party data source

Upflowy API Documentation (Sending data to your back-end)

Download your data as a CSV

How to include hidden fields in your Upflowy flow

How to make your flow's redirect URL open in a new tab (for embedded flows)

How to use the UTM Parameters in Conditional Logic

How to inject custom parameters into your flow

How to redirect your Upflowy flow to a custom error page

How to add parameters from your flow to your redirect URL

Adding a coupon code

How to Add, Edit and Delete a User in Upflowy

Send upflowy data to a CRM using Zapier

How to send Upflowy data to Airtable using Zapier

How to send Upflowy data to Mailchimp using Integromat

Setting up Goals/Conversions in Google Analytics on Upflowy data

How to track your Upflowy flows with Google Analytics

How to integrate Upflowy with Gmail via Make (formerly Integromat)

How to send Upflowy data to Google Sheets using Zapier

How to integrate Upflowy with Hubspot tracking

How to embed Hubspot Calendar into Upflowy

How to send Upflowy data to ClickUp using Integromat

How to personalize your URL

How to embed your Upflowy flow in a 'Framer' page

How to embed your Upflowy flow in a Thinkific page

How to embed your Upflowy flow within an Instapage landing page

How to embed an Upflowy flow in a GoDaddy website

How to embed your Upflowy flow into a Webflow page

How to embed your Upflowy flow into a WordPress website

How to embed your Upflowy flow within a website

How to Set Up a Trigger

How to redirect customers to a specific step in your Upflowy flow

How to install Upflowy through Hubspot CMS

How to change the style of flow elements using CSS

How to add effects and animation to your flow

How to use Layouts

Changing between desktop and mobile views

How to pre-fill parameters when using a Page Load trigger

How to optimize your Upflowy experience for mobile 

Getting Started

How to add steps, logic splits, A/B tests and more.

Building a Flow

A guide to the components in Upflowy and how to use them.

Steps and Components

Upflowy is highly extensible and configurable! We've made some components that you can copy & paste - or create your own custom component from scratch.

Find Extra Components (Or Request One!)

Create an Upflowy flow that looks and feels like your brand

Styling, Design and Brand Kits

Where is data collected? How to download your data, or integrate your data with other platforms.

Dealing with Data

How to launch your flow, or share it with a customer

Sharing, Embedding or Triggering your Flow

Share your flow as a URL

Embed your flow on a webpage

Triggering your flow

A step-by-step guide on how to Integrate upflowy with other platforms.

Integrations

Airtable <> Upflowy Integrations

Calendly <> Upflowy Integrations

Clickup <> Upflowy Integrations

Hubspot <> Upflowy Integrations

Intercom <> Upflowy Integrations

Google Sheets <> Upflowy Integrations

Gmail <> Upflowy Integrations

Google Analytics <> Upflowy Integrations

Mailchimp <> Upflowy Integrations

Slack <> Upflowy Integrations

Help with managing your account and the settings page.

Settings / My Account

Advanced Capabilities

Frequently Asked Questions

Want the latest goss about the hottest app on the market? Look no further!

Release Updates

<p>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.</p><h2>Make a flow in under 5 minutes (Video)</h2><figure class="media"><div data-oembed-url="https://www.loom.com/share/4ea6273c6e7743f68c48ac2a35875554"><div style="position: relative; padding-bottom: 56.25%; height: 0;"><iframe src="https://www.loom.com/embed/4ea6273c6e7743f68c48ac2a35875554" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen="" style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div></div></figure><h2>More of a reader? Follow these steps to publish a flow within 5 minutes:</h2><p>⭐ <a href="https://help.upflowy.com/en/articles/6150607-upflowy-101-how-to-use-upflowy-in-5-minutes#h_9d8c704dbe"><u>First Steps</u></a></p><p>🎨 <a href="https://help.upflowy.com/en/articles/6150607-upflowy-101-how-to-use-upflowy-in-5-minutes#h_7bee52f34b"><u>Designing a flow to look like Upflowy</u></a></p><p>➕ <a href="https://help.upflowy.com/en/articles/6150607-upflowy-101-how-to-use-upflowy-in-5-minutes#h_1de2b39fd7"><u>Adding in steps</u></a></p><p>✏️ <a href="https://help.upflowy.com/en/articles/6150607-upflowy-101-how-to-use-upflowy-in-5-minutes#h_4278e57173"><u>Editing Steps</u></a></p><p>🚀 <a href="https://help.upflowy.com/en/articles/6150607-upflowy-101-how-to-use-upflowy-in-5-minutes#h_58837fb54e"><u>Publishing a flow!</u></a></p><h2>First steps:</h2><p>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.</p><p><i>Create New Flow:</i></p><p><img src="https://downloads.intercomcdn.com/i/o/498983792/c793f26216f8a31f94635222/Screen+Shot+2022-04-19+at+9.07.55+am.png" alt="In the "></p><p>You can select a template and click "Use this template", or select "Start from Scratch".</p><p><i>Select a Template:</i></p><p><img src="https://downloads.intercomcdn.com/i/o/498984299/2e47d8297d6810b59686b8f2/Screen+Shot+2022-04-19+at+9.09.33+am.png"></p><h2>🎨 Editing the design</h2><p>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.</p><p><img src="https://downloads.intercomcdn.com/i/o/498984942/15ae1ae1b4ccd732c0c87bb3/Screen+Shot+2022-04-19+at+9.11.43+am.png"></p><h3><strong>Three quick steps to creating</strong></h3><p>Changing Colour 2 to your main colour</p><p>Changing the primary and secondary font to your font</p><p>Adding in a logo</p><p>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:</p><p>Changing Colour 2 to #8f44dc</p><p>Changing the font to Montserrat</p><p>Adding in the Upflowy logo</p><p><i>Ta-daaaa!</i></p><h2>➕Adding in steps</h2><p>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!)</p><p><img src="https://downloads.intercomcdn.com/i/o/498987702/e627e3207cea57ab8c8c9c5d/Screen+Shot+2022-04-19+at+9.22.05+am.png"></p><p>You can also add in steps when you are editing a step:</p><p><img src="https://downloads.intercomcdn.com/i/o/498987928/d53f33fb7411c547a6829ea4/Screen+Shot+2022-04-19+at+9.22.59+am.png"></p><p>This way, you can create the experience that you're looking for.</p><p>&nbsp;</p><h2>✏️ Editing Steps</h2><p>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.</p><p>&nbsp;</p><p><img src="https://downloads.intercomcdn.com/i/o/498988492/94a9ca82492f92c45cf9c327/Screen+Shot+2022-04-19+at+9.25.07+am.png"></p><p>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.</p><p><img src="https://downloads.intercomcdn.com/i/o/498988915/f5781da35693ecbbb227fc87/Screen+Shot+2022-04-19+at+9.26.36+am.png"></p><h2>Publish your flow!</h2><p>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!</p>

Go to Upflowy

<script type="text/javascript" id="hs-script-loader" async defer src="//js.hs-scripts.com/20526282.js"></script>