Step 6: Publish Your Flow

You may have noticed that the Flow Designer saved your work. This is a draft version that will auto save any time a chance is made on the canvas. When you have finished designing your flow, it must be published and made active before it can be used.

  1. Click on Publish in the upper right corner of the Flow Designer to make the Publish window appear.
  2. Enter the required details.
    1. Flow Name: The name defaults to the one entered when creating the flow, but you can edit it here.
    2. Make Active: This tells CxEngage whether this version should be the active one or not. Click to toggle the status indicator to green for active (default) or gray for inactive.
    3. Version name: Enter a short description of this flow version. The Flow Manager will automatically assign a sequential numerical version number such as v1 and v2. This version name is free form entry and will differentiate between the versions. For example, "Starting version", "Added new actions"
  3. Click Submit to save your flow and to return to the Flow Management window.

If there is a problem with the designed flow, it will not publish. Check your flow objects for things like missing configuration details or an incomplete connection.

Next Section: 

Step 7: Map the Flow to an Assigned Contact Number

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