Smart Flows
Show steps only to some clients
Show a page, an agreement, or any block only to clients whose choices or answers match.
One Smart Flow can fit every client. Show the hourly agreement only to clients who choose hourly work, or extra questions only when someone adds a second photographer. Clients see only what applies to them.
Add a condition to a step
- Open the Smart Flow in the builder and select the step.
- In Settings, under Show this step only if…, select Add a condition.
- Choose what to check: a Services block on an earlier page (a service is chosen or isn't chosen), or a Questionnaire question and the answer.
- To combine rules, select Add another rule, then choose All of these are true or Any of these is true.
- Select Save draft.
You're done when the step in the steps list reads the condition back, such as "Only if Second photographer is chosen".
For a block, select it on the page and use Show this block only if… the same way. A block can also check blocks placed above it on the same page. The first step can't have a condition.
Questionnaire comparisons
| Comparison | Use it for |
|---|---|
| is / isn't | A specific answer, such as "Outdoor" or "Yes" |
| includes | Part of a text answer, or one choice in a multi-select |
| is more than / is less than | Numbers, such as guest count or budget |
| is answered | Any answer at all |
Capitals and extra spaces don't matter.
What the client sees
- Hidden steps are left out of the step count and progress bar.
- When they change a choice, the page updates and tells them how many steps are left.
- Hidden pricing is never billed, and hidden agreements aren't sent for signature.
- Once they pay, earlier choices are fixed.
Good to know
- Use All paths in Preview to see every step and block, or Send yourself a test to walk one real path.
- Publishing stops you if a condition checks something that comes later, or a service or question that was removed.
- To put an answer inside a document, use merge fields instead.
- The Wedding Photography, Web Design, Legal Services and Catering templates include conditions you can learn from.