Flow steps overview

This article explains how to use the flow steps overview in Tarvent Journeys.

What we'll cover

1. Concepts
2. What is included
3. How to use it
4. Journey notes
5. FAQ
6. Need help?

1 Concepts

What this step does
The Flows overview step performs an action or controls flow inside a journey.

Step settings
Configure the step in the right-side editor, and click Save after making changes.

Contact criteria
Many steps support Apply to which contacts so the step only runs for contacts who match selected criteria.

Note: After adding a step to the map, click it to open the step editor on the right and configure the settings.

2 What is included

This overview page is a starting point for understanding the related journey features and how they work together.

• Key concepts for Flows
• Setup guidance and common patterns
• FAQ and troubleshooting tips

3 How to use it

Here are the steps:

1. Open the journey and go to the relevant area in the left panel.
2. Review the available options and how they affect the journey.
3. Configure one test example in a draft journey.
4. Save the changes, and confirm the behavior before using it in production.

4 Journey notes

• Flow steps control timing and routing. They are used to hold contacts, split paths, rejoin paths, and move contacts to another point in the journey.
• For engagement-based routing, a standard Wait step works, but a Wait until step usually gives better timing because Tarvent rechecks criteria about every 15 minutes.
• Use clear names for flow steps so the journey map is easy to scan when you come back later or hand it to someone else.

5 FAQ

6 Need help?

If you need help with setup or troubleshooting, contact support. We are happy to help.