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Edit Each Type Of Step For Flows

By design, Nucleus Flows showcases individual steps rather than every single field available to enter information. This is based on the premise that when you only show one step at a time you achieve a higher completion rate of submissions.

Nucleus currently provides 8 different types of steps that are created to capture unique pieces of information. Depending on what type of Flow you're building, you may only use one or two steps total. Other Flows might require a number of steps. (Perhaps even multiple of the same kind of step!)

Whatever kind of Flow you're aiming to create, knowing exactly what each type of step is capable of will help expedite the process. So let's dig in!

To begin, click the Nucleus logo in the top left corner and select Flows from the dropdown menu. Click here for a quick link. Then select a specific Flow to Manage.

In this guide, we'll cover the following topics. Click on any one to jump ahead.

Tips For Building Your flow

While there's no one-size fits all approach to building a Flow (since each type of Flow is unique in the type of information it's trying to capture), there are some helpful tips to keep in mind when building your Flows.

When Possible, Keep It Simple

This one's pretty simple: The shorter the Flow, the higher the chances of someone completing it. The longer the Flow, the higher the chances of someone bailing halfway through filling out their information.

Obviously, some Flows by nature will require lots of information, and therefore will require many steps, some of which might be quite complex. But when possible, keep it short and keep it simple 😎

Keep Optional Steps At A Minimum

In the same train of thought as keeping it simple, try to minimize the amount of skippable or optional steps in your Flows. The questions you ask should apply to the majority - if not, all - of the people filling out the Flow. Obviously, there are exceptions to this. But after building your Flow, if you realize a large percentage of it contains optional steps, try to figure out what can be cut out, and what's actually necessary to ask for your Flow to serve its intended purpose.

Capture Contact Info Later

Most forms begin with collecting someone’s personal information; however, when creating a Flow, we recommend starting with the step that’s most pertinent to the information you wish to collect and capture a person’s contact info later on in the Flow. Sometimes the first step will still end up being the Smart Contact step, but we recommend limiting this to only where it makes sense.

Ask Questions Like A Conversation

Conversations are built upon the basic blocks of questions and answers/comments. While building your Flow, imagine yourself having a conversation with someone in real life where you're trying to obtain various pieces of information from them. Then, using a more personable tone, try using questions when naming or labelling your steps (or parts of steps).

"Required" Versus "Optional" Steps

Most steps allow you to choose whether a step is required or optional. While we recommend that most steps should always be required (as per our tips above), it might make sense for some steps you create to be optional.

To do this, while editing a step, select No (show step with a "Skip & Continue" option). This means the step will still appear in the Flow, but if someone clicks on Skip & Continue, they will not fill out any of the information that particular step asks for.

You'll notice another option below labelled Use Conditional Logic (ask a yes/no question first). This option allows someone to bypass the step or requires them to fill it out depending on their yes/no answer.

Answering "Yes" will showcase the step in question. Answering "No" will bypass the step. This is helpful when there is important information to collect from someone if it applies to them. (e.g. Not everyone has food allergies, but in cases that you do, it's important to list those out.)

Let's check out how this works. When you select Use Conditional Logic, you'll see a number of fields appear below.

Let's take the allergies example from above. You can ask, "Do you have any food allergies?" and add a description of possible common allergies someone might have.

Below this, there is some greyed out text. If you don't enter your own text here, whatever is "greyed" out will be what appears in the Flow. This applies for the "Yes" and "No" options, and the Summary Prefix Label.

Once you're done editing your Conditional Logic, you can edit the actual step itself. Here's an example of adding Conditional Logic to an Information Step:

And here's what it looks like when filling out the Flow:

Only selecting the "Yes" option will reveal the step to fill out. Otherwise, selecting the "No" option will completely bypass the step.

Summary Prefix Labels

Nucleus Flows presents steps for people to complete one at a time. This helps them feel less overwhelmed when coming to a Flow instead of seeing all the steps they need to fill out and deciding to abandon ship 🏃‍♂️

As people complete each step, each step is truncated to save on space and to give people an overview of what they've already completed.

Each truncated step presents a preview of what information was included. Here's an example:

Each step begins with the Summary Prefix Label and then a preview of what was entered. Each step's Summary Prefix Label is customizable to help make the summary of the Flow make the most sense.

The Smart Contact Step

Probably one of the most important steps you'll use as you create your Flows, the Smart Contact Step allows you to capture contact information from the person completing the Flow. The Flow submission will belong to whoever has entered their information into the Smart Contact Step.

A couple of notes about this before showcasing the step itself:

  • As described above, unless it makes sense to place earlier in the Flow, we recommend adding the Smart Contact Step later in the Flow after you've already captured other pieces of information.
  • You can only have one Smart Contact Step added to a Flow. This is because only one person can own a submission. If you need to collect other people's information in the same Flow, you can use the Additional Contact Step. (Click here to learn about that step.)
  • The Smart Contact Step is designed to place ownership of the submission to the person whose contact information is entered in this step. In order to do this, Nucleus will check the database to see if that person's email address has already been used to create a person record with their own login credentials. If they don't, Nucleus will ask them to create a password in order to finalize the completion of their login information. In most cases, having this framework enabled is beneficial. But sometimes you may create a Flow where you want to utilize the Smart Contact Step without prompting people to create a person record in your Nucleus database. For that, you can enable Guest Mode. (Click here to learn about that.)
  • The Smart Contact Step is the only step that is always required. All other steps, you can make optional and allow people skip in the middle of the Flow.
  • If you have enabled the PCO (Planning Center) integration in your Nucleus account, any name and email address entered in this step will either create a new person record in your PCO account or update the person record associated with that name and email address if other contact information is entered (like a phone number or physical address). Click here to learn more about the Planning Center integration.

Now with that out of the way, let's explore the Smart Contact Step. To add this step, while building your Flow, hover over the Smart Contact and click Add.

By default, Nucleus will name this step, "What contact info should we use?". We recommend keeping this, or something similar to this, though you are free to rename this whatever you'd like.

After clicking Save Changes, you can now click the Edit button.

Note: To add other steps to your Flow, click the + Add New button below the steps you've already created to view the Steps Selector.

There are several pieces of information you can ask someone to provide with the Smart Contact Step:

  • Name
  • Email
  • Phone Number
  • Physical Address
  • Birthday
  • Gender

By default, the Smart Contact Step will always require the Name and Email fields, but everything else is up to you to toggle on.

Click the Customize button to manage each field's label, description, and any other specific options for that particular field.

For instance, while customizing the Name field, you'll notice we already provide you with the label, "What's your name?" Feel free to adjust this question to be whatever you'd like.

You also have the option to add a description to this field. While providing a name is pretty self-explanatory, other fields in other steps might benefit from providing a description.

Lastly, for this particular field, you can toggle on whether a middle name is required or not.

Once you're happy with your edits, click Save Changes.

For easy maneuvering in your Dashboard, you can click the Next or Previous button to quickly manage other fields for this step.

Once you're happy with how all your fields are set up, you can click Back To Step.

Scrolling down, you'll notice you have the option to override the default label for the entire Smart Contact Step itself. While we recommend keeping the stock label and description, click the toggle button to edit these. Then save your changes.

And that's it! If you're adding more steps to your Flow, scroll back to the top and click Back To Flow.

Wondering what this step looks like in a Flow? Here's an example:

Notice the option to sign in? This option allows people to sign into The Launcher (which powers the Flow) and then pulls any data they have saved in their personal Nucleus account. Being signed in creates a faster and more friendly experience when completing Flows because it can automatically input information (like their name and email address, or even saved payment methods!) based on what's saved in the Nucleus database.

Note: This option only shows up for the Smart Contact Step. It does not show up for the Additional Contact Step.

The Text Entry Step

This is another common step you'll likely use as you build your Flows. The Text Entry Step allows people to fill in custom information where a pre-selected option might not make sense.

To add this step, while building your Flow, hover over Text Entry and click Add.

Next, give your step a label. This will also be what shows up in the actual Flow. If you can't think of a good question to ask here, don't worry! You can always change this later.

Once you're done with that, click Save Changes. Then click Edit to begin customizing this step.

Note: To add other steps to your Flow, click the + Add New button below the steps you've already created to view the Steps Selector.

Note: To review the options for Is this step required? click here.

You'll notice right away that the label you gave the Step is the same label here. These are linked, so any changes you make to the label here will also show up in the list of steps for your Flow. Feel free to change this if you'd like.

You can also add an optional description to help prompt people in the direction you want them to take when they answer your question.

Below this, you'll see the Summary Prefix Label. If you don't enter your own text here, whatever is "greyed" out will be what appears for this particular step's Summary Prefix label. Feel free to change this to something short (within 21 characters) that makes more sense than the default text.

Note: To review what a Summary Prefix Label is, click here.

Lastly, you can choose whether this Text Entry Step encourages a short or long response.

Note: Even if you choose Short, someone can write a longer response. It just won't appear as a large textbox for them to type.

Once you're happy with your edits, click Save Changes.

And that's it! If you're adding more steps to your Flow, scroll back to the top and click Back To Flow.

Wondering what this step looks like in a Flow? Here's an example:

The File Upload Step

While it's often enough to collect information from a keyboard and a few clicks, sometimes it's necessary to have someone upload information as an image, PDF, or some other file in order to submit all the required information. (This step is incredibly helpful if you require someone's signature on a signed waiver for instance.)

To add this step, while building your Flow, hover over File Upload and click Add.

Next, give your step a label. This will also be what shows up in the actual Flow. If you can't think of a good question to ask here, don't worry! You can always change this later.

Once you're done with that, click Save Changes. Then click Edit to begin customizing this step.

Note: To add other steps to your Flow, click the + Add New button below the steps you've already created to view the Steps Selector.

Note: To review the options for Is this step required? click here.

You'll notice right away that the label you gave the Step is the same label here. These are linked, so any changes you make to the label here will also show up in the list of steps for your Flow. Feel free to change this if you'd like.

You can also add an optional description to help prompt people in the direction you want them to take when they answer your question.

The File Upload Step allows for various file types to be uploaded, but if you want to only allow particular file types to be uploaded, check off which ones you want to allow.

You can also click the toggle button if you want to allow multiple files to be uploaded.

Once you're happy with your edits, click Save Changes.

And that's it! If you're adding more steps to your Flow, scroll back to the top and click Back To Flow.

Wondering what this step looks like in a Flow? Here's an example:

The Date & Time Step

For moments when you need someone to select a specific date, time, or both, using the Date & Time Step is a great option! This can be helpful for creating a Plan A Visit Flow, or could also help if you have multiple iterations of the same event that people can choose to attend. But whatever the context, the Date & Time Step has several options to set up, so let's dive in.

To add this step, while building your Flow, hover over Date & Time and click Add.

Next, give your step a label. This will also be what shows up in the actual Flow. If you can't think of a good question to ask here, don't worry! You can always change this later.

Once you're done with that, click Save Changes. Then click Edit to begin customizing this step.

Note: To add other steps to your Flow, click the + Add New button below the steps you've already created to view the Steps Selector.

Note: To review the options for Is this step required? click here.

You'll notice right away that the label you gave the Step is the same label here. These are linked, so any changes you make to the label here will also show up in the list of steps for your Flow. Feel free to change this if you'd like.

You can also add an optional description to help prompt people in the direction you want them to take when they answer your question.

Below this, you'll see the Summary Prefix Label. If you don't enter your own text here, whatever is "greyed" out will be what appears for this particular step's Summary Prefix label. Feel free to change this to something short (within 21 characters) that makes more sense than the default text.

Note: To review what a Summary Prefix Label is, click here.

Next, you can choose whether you wish to present date and time options, or just one type of option. Depending on what is selected here will determine the options presented below.

For date options, you can limit date selections by showing only future or past dates, or you can set it to display both future and past dates.

Additionally, you can toggle the option to only display specific days of the week. (This is helpful if you have recurring events on specific days of the week.) Simply click the toggle switch and then check off each day of the week you want to display dates for.

For selecting time options, you can choose between 15 minute or 30 minute increments.

Once you're happy with your edits, click Save Changes.

And that's it! If you're adding more steps to your Flow, scroll back to the top and click Back To Flow.

Wondering what this step looks like in a Flow? Here's an example:

The Multiple Choice Step

Contrary to the Text Entry Step that gives people free rein on their response, the Multiple Choice Step is a great opportunity to establish a list of pre-selected choices. You can restrict someone to only select one option from the list of items, or you can allow for multiple selections.

Additionally, you can set up a quantity limit if you're creating a list of items that you only have so many of each item that can be selected. For instance, if you're holding a potluck, you might not want 37 salads showing up because no one else knew how many other people were binging salads. (Or perhaps you do, and that's not for us to judge 😂). Setting up a quantity limit allows people to see how many more of each item can be selected until it can no longer be chosen.

Because setting up Quantity Limits is an advanced feature, we won't explore this here. But if you're interested in learning more about this, click here.

With all that mentioned, let's take a look at how to create a simple Multiple Choice Step.

To add this step, while building your Flow, hover over Multiple Choice and click Add.

Next, give your step a label. This will also be what shows up in the actual Flow. If you can't think of a good question to ask here, don't worry! You can always change this later.

Once you're done with that, click Save Changes. Then click Edit to begin customizing this step.

Note: To add other steps to your Flow, click the + Add New button below the steps you've already created to view the Steps Selector.

Note: To review the options for Is this step required? click here.

You'll notice right away that the label you gave the Step is the same label here. These are linked, so any changes you make to the label here will also show up in the list of steps for your Flow. Feel free to change this if you'd like.

You can also add an optional description to help prompt people in the direction you want them to take when they answer your question.

Below this, you'll see the Summary Prefix Label. If you don't enter your own text here, whatever is "greyed" out will be what appears for this particular step's Summary Prefix label. Feel free to change this to something short (within 21 characters) that makes more sense than the default text.

Note: To review what a Summary Prefix Label is, click here.

Now it's time for the exciting part: adding all your items to your Multiple Choice Step! Click the + Add New button to begin.

Give the item a label and click the Save Changes button.

To add multiple items, continue this process by clicking the + Add New button below.

Once you have all your items, you may wish to reorder them. To do this, click and hold the two lines on the right side of the item. Then drag it up or down, and let go of the cursor once you have it in your desired spot.

Next, you can enable a few other settings for your Multiple Choice Step below.

First, under Enable Custom Options, you can choose whether you wish to allow people to type in their own item(s). For instance, if you're hosting a potluck and someone wants to bring something that isn't an item in the list, you could provide them with the ability to add their own item.

Below that, under Selection Of Items, you can choose whether people can only choose one item in the list or multiple items.

Lastly, under Enable Quantity Choice Per Item, you can allow people to choose multiple of the same item.

Depending on what options you enable here will determine what your step will look like.

For instance, here's what it looks like if you only allow people to choose one option, but also have the ability to add their own option.

But here's what it looks like when you allow for multiple items to be selected, and with Quantity Choice Per Item enabled:

As you can see, there are a lot of options for this particular step, so be sure to become familiar with them to know which settings you should enable and which ones you should leave toggled off.

Once you're happy with your edits, click Save Changes.

And that's it! If you're adding more steps to your Flow, scroll back to the top and click Back To Flow.

The Information Step

While Flows are typically used to capture information from someone, sometimes it's helpful to provide additional information somewhere along the way, whether that's at the beginning, somewhere in the middle, or at the end of your Flow.

You can provide just a little bit of text, or even add long-form text or an external URL that someone must read/click on in order to continue in the Flow. (This is helpful in contexts where important information is necessary for someone to understand and consent to before submitting the Flow.)

Note: Because Flows are designed to capture information, we recommend using this step sparingly and only when needed.

To add this step, while building your Flow, hover over Information and click Add.

Next, give your step a label. While in other cases, this is the title that shows up in the actual Flow, in this instance, this is more so just for admin organizational purposes. (You can always change this later too.)

Once you're done with that, click Save Changes. Then click Edit to begin customizing this step.

Note: To add other steps to your Flow, click the + Add New button below the steps you've already created to view the Steps Selector.

Note: To review the options for Is this step required? click here.

You'll notice right away that the label you gave your Step is already listed as the Info Name. Now it's time to add a Headline and Body (Summary) text for your Info Step. (These are the texts that someone will see in the Flow.)

If you only need to provide a short snippet of information, you may only need to add text to the Body (Summary) section in 350 characters or less.

Below this, you can choose whether to include additional information or not, and whether you want to include a button that someone must click to indicate that they agree with what they've just read in order to continue on in the Flow.

Below is what this looks like if you choose no additional text while requiring agreement:

Now let's see what it looks like to add additional information. Let's start with Long Text (View In-Flow). Selecting this, you have a few additional fields to fill:

  • The Call-To-Action Label. This label will appear below the Body (Summary). If you choose not to change this, it will say "Start Reading". Feel free to add your own label.
  • The Headline.
  • The Long-Form Text Content.

Depending on whether you have Require Viewing and Require Agreement enabled will determine how this step looks and functions. But below is an example of what it looks like to have both enabled.

First, you encounter the summary text with the "Start Reading" action below. The "Agree & Continue" action is not yet clickable.

Then, you encounter the additional information.

Once you click "Done Reading" you then have the ability to click the "Agree & Continue" action.

But let's say you want someone to view information on another website first before moving on.

First, select the URL (External Link) option. Here you have two fields to fill:

  • The Call-To-Action Label. This label will appear below the Body (Summary). If you choose not to change this, it will say "View Linked Info". Feel free to add your own label.
  • The actual URL. Make sure to include the appropriate http:// or https:// here.

Depending on whether you have Require Viewing and Require Agreement enabled will determine how this step looks and functions, though a little less so when selecting the URL option.

If you don't select either option, you can choose to skip viewing the URL. But if you enable just one of those options, you need to click the button to view the linked info.

Here's what it looks like when Require Viewing is selected. The "Continue" button is greyed out until you click on "View Linked Info". Clicking that will open a new tab to whatever URL you added. To get back to the Flow, simply go back to the original tab in your browser.

Back in your Dashboard, once you're happy with your edits, click Save Changes.

And that's it! If you're adding more steps to your Flow, scroll back to the top and click Back To Flow.

The Payment Step (Requires Nucleus Giving)

The Payment Step is a great opportunity to allow people to securely pay for events, services, merchandise, or resources for small groups without having to collect payment outside of the rest of the Flow you're building.

A couple of notes about this before showcasing the step itself:

  • The Payment Step is powered by Nucleus Giving, as it utilizes the same processing account as your church's Nucleus Giving account and backbone of the Nucleus GivingFlow. If you do not have an active processing account with Nucleus Giving, this option will be greyed out. Reach out to Customer Success team to inquire about Nucleus Giving if you're interested! hello@nucleus.church
  • Outside of the typical tracking of submissions from a Flow (outline here), the Payment Step also adds further tracking needs (like reviewing transactions and reconciling your church's bank statements). This article specifically reviews how to add the Payment Step to a Flow. To learn more about how to manage submissions with a Payment Step added, click here.

Now with that out of the way, let's explore the Payment Step. To add this step, while building your Flow, hover over Payment and click Add.

Next, give your step a label. This will also be what shows up in the actual Flow. If you can't think of a good question to ask here, don't worry! You can always change this later.

Once you're done with that, click Save Changes. Then click Setup to begin customizing this step.

Note: To add other steps to your Flow, click the + Add New button below the steps you've already created to view the Steps Selector.

Note: To review the options for Is this step required? click here.

You'll notice right away that the label you gave the Step is the same label here. These are linked, so any changes you make to the label here will also show up in the list of steps for your Flow. Feel free to change this if you'd like.

You can also add an optional description to help prompt people in the direction you want them to take when they answer your question.

Below this, you'll see the Summary Prefix Label. If you don't enter your own text here, whatever is "greyed" out will be what appears for this particular step's Summary Prefix label. Feel free to change this to something short (within 21 characters) that makes more sense than the default text.

Note: To review what a Summary Prefix Label is, click here.

Now you can begin customizing how your payment step will function. You can choose between three ways someone can select the amount they will pay:

  • Fixed Amount: This shows as a single, fixed amount owed.
  • List of Amounts: This allows you to show several different fixed amounts someone can select to pay.
  • Open Entry: This allows someone to enter their own custom amount to pay.

Depending on which option you select will display a different setting below.

For Fixed Amount, simply enter the predetermined amount that is owed.

This is an example of what this looks like:

For List of Amounts, you can add multiple options someone can choose from. Simply click the + Add New button.

Then, begin adding an amount and a description for that amount.

Click + Add Another to add more options people can select from. (To remove a selection, simply click the X beside an option.)

Here's an example of what this type of Payment Step looks like:

For Open Entry, enter an amount that will already be entered into the payment amount field.

While going through the Payment Step, someone will be able to edit this amount. This is what that looks like:

Back to the Dashboard, you can also select how people can make payments:

  • Credit Card: Allows someone to manually enter their credit card information. OR they can sign into The Launcher and pull a saved payment method directly into the Payment Step.
  • Bank Account: Allows someone to manually enter their bank account information to make the transaction via ACH. (US only.) OR they can directly link their bank account via Plaid using their online banking credentials. OR they can sign into The Launcher and pull a saved payment method directly into the Payment Step.
  • Cash: Allows someone to physically provide their payment in cash. An admin can then manually mark their submission as paid.
  • Check: Allows someone to physically provide their payment with a check. An admin can then manually mark their submission as paid.
  • Other: Allows someone to provide their payment in another form that doesn't fit the above four options. (Etransfers for Canadian accounts is a good example of this.) An admin can then manually mark their submission as paid.

You can select as many or as few options here as you'd like.

Below this, you can select which fund you want all payments to be deposited to.

Lastly, you can choose to enable a Memo Field or not. This can be helpful especially when taking in payments other than via credit card or bank account.

Once you're happy with your edits, click Save Changes.

And that's it! If you're adding more steps to your Flow, scroll back to the top and click Back To Flow.

The Additional Contact Step

The Additional Contact Step is a fantastic step to use when you have multiple people's information to collect (such as children, a spouse, emergency contact, etc.) in a single Flow.

The Additional Contact Step is very similar to the Smart Contact Step both in how you set it up, and how it functions within the Flow itself.

This also includes the functionality of the PCO (Planning Center) integration. If you have this enabled in your Nucleus account, any name and email address entered in this step will either create a new person record in your PCO account or update the person record associated with that name and email address if other contact information is entered (like a phone number, physical address, gender, or birthdate). Click here to learn more about the Planning Center integration.

However, there are some key differences on the backend that are important to denote:

  • While the Smart Contact Step connects the submission to whosever name and email address is entered there, the Additional Contact Step is a fantastic way to collect other people's information without linking the submission to multiple people's personal My Nucleus accounts.
  • The Additional Contact Step doesn't create a personal My Nucleus account for any email address that's entered there.
  • You can allow for multiple entries in a single Additional Contact Step, so you only need to add one Additional Contact Step per instance in a Flow where you need to collect other people's contact information.

Note: Because you can enable Guest Mode on a Flow, if you're only collecting one person's contact information but you don't want Nucleus to create a person record for them, we recommend using the Smart Contact Step, not the Additional Contact Step.

Now with that out of the way, let's explore the Additional Contact Step. To add this step, while building your Flow, hover over Additional Contact and click Add.

Next, give your step a label. This will also be what shows up in the actual Flow. If you can't think of a good question to ask here, don't worry! You can always change this later.

Once you're done with that, click Save Changes. Then click Edit to begin customizing this step.

Note: To add other steps to your Flow, click the + Add New button below the steps you've already created to view the Steps Selector.

Note: To review the options for Is this step required? click here.

You'll notice right away that the label you gave the Step is the same label here. These are linked, so any changes you make to the label here will also show up in the list of steps for your Flow. Feel free to change this if you'd like.

You can also add an optional description below to help prompt people in the direction you want them to take when they answer your question.

But above this, you can type in a description of the person type you're trying to capture contact information for.

Scrolling down, you now have the choice of which pieces of information you wish to request. Because the Smart Contact Step always asks for a name and email address, these two fields are already enabled. But unlike the Smart Contact Step, there are no required fields that you need to enable for the Additional Contact Step.

To choose which fields you want information for, simply click the toggle switch on/off for each item.

You'll notice another option below where you can add custom fields. This is something unique to the Additional Contact Step. Click the + Add Custom Info button to create a custom field of information.

Give your item a label and click Save Changes.

Once you have all your fields added here, it's time to edit/setup each one. Before you do that, though, make sure to click the main Save Changes button at the bottom. Then click Edit on any of the predetermined fields.

Any of the predetermined fields will already have a Label written for you, though you are welcome to customize them if you'd like. Feel free to also add a Description (typically helpful for any custom fields you create), adjust their Summary Prefix Label.

Note: To review what a Summary Prefix Label is, click here.

For the Name field, there is a toggle you can enable if you also want someone to include their middle name.

But for all other fields, this toggle allows you to choose whether that field is required or optional.

To easily go between all your fields, click the Previous/Next buttons at the top. When you're ready to go back to editing your overall Additional Contact Step, click Back To Step.

For any custom fields you add, you need to click the Setup button.

Once in a custom field, add a Label in the form of a question. Then if you want, you can add a Description and edit the Summary Prefix Label.

Note: To review what a Summary Prefix Label is, click here.

Below this, you can choose the suggested text length. (This determines whether a small text box or large text box shows up here in the Flow.)

Lastly, choose whether to make this step optional and click the Save Changes button once you're done.

Clicking on the Back to Step button, now you can choose whether to allow for multiple entries or not at the bottom of the page. This is perfect for when there could be multiple people that need to be added here (such as kids).

Lastly, click the Save Changes button.

And that's it! If you're adding more steps to your Flow, scroll back to the top and click Back To Flow.

What Next?

As you can see, there are several steps you can use in any combination and any amount, allowing you to create as unique of a Flow as you can think of!

There are several other settings and features you can enable and adjust for each individual Flow, so when you're ready, take a look at some of these other guides to make sure your Flows are set up with the best options.

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