Simple Flow Builder

A guided 6-step wizard to create retention flows without touching branching logic.

When to Use Simple Mode

• You want to get started quickly (under 5 minutes)
• Your retention strategy is straightforward: ask reason → show offer → confirm
• You don't need custom branching or conditional logic

The 6 Steps

Step 1: Survey

Configure the cancellation reason survey. Toggle email collection, set heading/subheading, and add 3-5 cancellation reasons. These can be reordered.

Step 2: Offer Mapping

For each cancellation reason, map it to one of your saved offers from the Offers Library. Customers who select that reason will see the mapped offer. You can also create new offers inline without leaving the builder.

Step 3: Feedback

Toggle an open-ended feedback field. Customize the heading, set it as required/optional, configure character limits, and optionally add a "Contact us" link.

Step 4: Confirmation

The final pre-cancellation screen. Customize the heading, body text, and the two buttons: "Keep my account" (stay) and "Confirm cancellation" (proceed).

Step 5: Design

Brand customization: font family, background color, text color, and button style (rounded, pill, or square). Includes a live preview.

Step 6: Publish

Review your flow summary, get the embed script, and publish. Once published, the flow is live at your embed URL.

Simple → Advanced Conversion

Flows built in Simple mode generate a full flow schema under the hood. If you outgrow the wizard, you can view the generated schema in the Advanced Builder for further customization.