Send a message to another flow user

"Send message to a user" is an efficient way to send information gathered in a flow to a specific recipient. For example, a recipient may want to be alerted when a flow user has asked a question or escalated an incident. The flow will then send the necessary information to a pre-selected recipient or a user specified under an attribute (i.e if someone selected a user from the "Select a user" functionality).

 

How it works

1) Build out your flow

In the message builder, add all the parts you want to send to the current flow user at that time. In the example below the user has just finished a section of onboarding:


2) Add the 'send message to user' message part

Click to add the 'send message to user' part at the bottom of the parts list in the message builder:

 

3) Configure your recipient settings

Click 'Choose recipient' in the message part:

 

Then configure your settings:

 

To send to a specific user, for example someone in the onboarding team, simply type in a user's Flip ID. This can be found in the admin console, under users>user's profile. 

 

Send to user stored in user attribute will allow you to send a message to a user saved under a specific attribute. The best way to save a user under an attribute is to use the "Select a user" setting under a button option. Simply create a message in the flow which invites the flow user to select someone from the directory:

Then add a button and program the button settings like this:

 

With this set up, the flow user will be sent a message like below. When they click the "Select user" button, it will launch a directory of user in their app:

 

They can then choose a recipient, which will then be assigned as a value to the attribute. So in my example, the recipient selected from the directory will be saved under {{$onbaording_leader}}. If I wanted to send a message from the flow to the recipient, I would configure my settings like this:

 

4) Add text to your message part

Once you're happy with your recipient, add your own text to that message part that you wish to send to the set/specific recipient:

 

 

This message will now be sent when a flow user triggers it. The above example would look like this:

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