Core Docs - Engagement - Create a Flow

Rock Version: v20.0
Last Modified: 2026-05-01 1:39 PM

To create a Flow, navigate to People > Communication Flows and press the ti ti-plus button in the top right.

For Recurring flow types, you’ll need to set up a recurring schedule (that makes sense, right?).

Click the Edit Schedule button, and you will see the pop-up below.

Here you can:

This makes it easy to create a rhythm for your messages, whether that is weekly follow-ups, monthly reminders or a custom pattern.

Best Practices for Recurring Flows:
Recurring flows are powerful because each scheduled send counts as a new instance. This means results are tracked per occurrence, giving you a clear view of how each cycle performs.
Be mindful when scheduling frequent messages. If recipients have already completed your Conversion Goal or engaged with your communications, they may receive messages they no longer need. Too many unnecessary messages could increase the chance they click Unsubscribe. Always make sure your schedule aligns with your purpose and your audience’s needs.  
Most importantly, your Data Views should be solid, targeting the right audience, those people who will benefit from your communications.  

When your schedule is ready, select OK in the Schedule Builder.

To create a Goal, click Next.

Set a Goal

“If you did not enable goal tracking during flows creation, you can skip this section.”

Conversion Goals

Conversion goals measure whether your flow is accomplishing its purpose. Think of them as success markers tied to real actions recipients take.

Each Conversion Type connects directly to a Rock feature. For example, you might set a goal for 10% of recipients to complete the Starting Point class within 30 days.

Note that the flow will only count recipients who have not already completed that goal.

People, Not Activity
Conversion goals are always about people, not actions. One person can only complete a goal once. For example, if someone fills out the same pledge form multiple times, only one conversion is counted. While flows can help meet organizational goals, the real aim is serving people, not checking boxes.

Select Next when you're ready to continue with message creation.

Set Message Flow

In this step you’ll design the sequence of communications that make up your flow. For each message you can decide what kind it is, when it is sent, and what content it includes.

Best Practices for Message Flow
Think carefully about when someone should exit a flow. If a recipient has already engaged with your content or completed the goal, continuing to send them messages may feel unnecessary. In many cases, you simply want them to see your main point, not to receive a string of extra communications.
Exiting on conversion can also be helpful. For example, if a recipient registers for your event after the first email, they don’t need further reminders. Use this option wisely to avoid over-messaging and to ensure every communication adds value.

Create Email

Communication Flow Templates
Email templates inside Communication Flows differ from system-wide Communication Templates. When you save a Communication Flow with an email, Rock saves that email as a template for future Flow use.
Only Communication Flows templates appear in the dropdown under Styles in the Email Builder.

Create SMS Message

Create Push Notification

When you’re satisfied with your flow, click Save.