How to build and activate a Flow

The Flow module in Videoreach is what is used in Videoreach to simulate an interaction with your Patients/Members. A flow is made up of different sequential steps. Each step contains a:

• Video

• Informational or Question text

• Responses (Only needed for Question text)

Using a combination of steps, you can simulate an interaction with your Patients/Members at the right time and the right moment.

Here is how you build and activate a Flow:

1. Login to your Videoreach account by going to videoreach.run and clicking on login.

2. Once inside Videoreach, click on the Flow menubar item on the top right.

3. Scan through the list of Flows or search for a flow name to ensure you haven’t created the flow before.

4. If not found, click on the Add a Flow button on the top right.

5. Provide the following details about the flow you are about to create:
   1. Flow Name: It is recommended you name the flow something that is easily found and describes what the flow is about.

   2. Tags: This is not required.

   3. Language: To indicate what language the flow is in.

6. At this point, you can either just save the name of the flow by clicking on Done, I’ll add steps later and come back to add these steps.

7. OR, what we recommend is click on Continue to add steps.

8. You will see a confirmation message indicating that the Flow has been created.

9. Click on Add a step text.

10. Enter a step name in the text box and hit ENTER. It is recommended that you enter a step name that provides some kind of sequential order and a descriptor to each step.

11. Click on Add a Video and upload a video from the video library. View this article to understand how to upload videos into your video library.

12. Click on Add Text
    • You can either add an Information only step. In this case, the Patient/Member will not be asked any questions but just shown the text and the video.

    • Or, you can pick a step that requires the Patient/Member to provide a response. In this case, you have to type the question text for the Patient/Member. And, then you can select what type of response(s) you want from the Patient: Single Select or Multi-select.

13. Repeat #10-12 for each of the steps you want to add.

14. Click on Save and Exit.

15. You will be back on the Flow lists view and notice that your Flow is in Draft status. Each new flow first goes to draft status.

16. Hover over the flow you just created and click on the 3 vertical dots to the right. You can eiher:
    1. Preview the flow

    2. Add more steps if you want by clicking on edit steps

17. Once the flow is ready, click on the 3 vertical dots in the flow list view to Activate it.

18. Once activated, the flow can NOT be edited.

19. That’s it!! :) You just successfully created and activated a flow.