Tidio, integrated with the WIX platform, offers an excellent solution for automating visitor interactions and answering their queries. In this article, we will provide a comprehensive guide to setting up and using Tidio flows on WIX. Whether you want to create flows from scratch or use ready-to-use templates, we'll cover the essential aspects to help you leverage the power of flows effectively.
In this article, you'll learn:
Creating flows
To create a flow for the Tidio widget on your WIX website - log in to your Tidio panel.
Once you're in the dashboard - click on the Flows icon on the left side menu bar. To create your very first flow - click on the blue Create from scratch or choose one from the ready-to-use templates.
Available nodes
If you decide to create your flow from scratch or adjust one of your templates, below, we will explain what each node allows you to do.
Triggers
A new workflow always has to start with a trigger – something the visitor needs to do to create this particular automation.
Once the starting point is specified, you can add and connect the actions placed right after the trigger. Since the grid shows the logical chain of events, the actions must be connected in chronological order. The line connecting them needs to be drawn from the action to the reaction that follows.
Actions
Actions allow you to build the flow by telling your flow what kind of action should be performed at the moment.
Conditions
Conditions have their internal settings, allowing you to specify if they should target the specific element, omit it, or work as a wild card.
Ready-to-use templates
Tidio also prepared many helpful templates for you. If you wish to use one of the templates, you can choose one from one of three available categories:
- Sales Flows
- Leads Flows
- Support Flows
When you find a template you'd like to use, you can test it out - just hover the mouse over the chosen flow and click on the Test it out button. When you decide to add the template to your flows list, click the Use template button.
Existing flows
To edit your existing flows, visit the Flows section on the left side of the Tidio admin panel. Look for the flows under the My Flows section, click on the three dots menu next to the flow you wish to adjust, and click on the Edit button to enter the editor.
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