Beambox has introduced a new Flow section within the Interactions module to make creating automated email triggers more visual, intuitive, and easier to manage. The new interface features a drag-and-drop canvas with connected nodes arranged in a mind map-style layout, providing a clear view of the entire automation sequence. Users can easily navigate the board by zooming in or out using the scroll wheel or trackpad pinch gesture. Additionally, the Flow view and Trigger view are fully synchronized, ensuring that any changes made in one view are automatically reflected in the other.
Previously, configuring automated email triggers required manual setup of filters and conditions, which could become complex and difficult to manage. Visualizing the email sequence was challenging, especially when working with multiple filters and conditions, which made it harder to understand the overall flow and maintain existing automations.
The new Flow interface simplifies the process by allowing users to visually build their trigger flows using drag-and-drop filter nodes. Nodes can be connected sequentially to define the order in which filters are applied, with each node refining the results from the previous one. Users can quickly clone or delete nodes using the three-dot menu and connect all nodes to the End Node to complete the trigger flow. Any modifications made in the Flow view are automatically synchronized with the Trigger view, providing a seamless and consistent experience when managing automated email campaigns.
How the Flow Interface Works
Sidebar Filters
Filters are grouped into categories for easy selection:
Text
Number
Date
Birthday
Gender
Location
Login Method
Form
Review rating
Custom Duration
Text Filter
Fields: Full Name, Email, Phone, Country, Number field, Custom guest fields
Conditions: Has any value, Is, Is not, Starts with, etc.
2. Number Filter
Fields: Visits, Loyalty Score, Age, Emails Received/Opened/Clicked, SMS Received
Conditions: >, <, = etc.
3. Date Filter
Fields: First Visit, Last Visit
Conditions: More than X days ago, Exactly X days ago, etc.
4. Birthday Filter
Conditions: Has any value, More than X days ago, etc.
5. Gender Filter
Options: Male, Female
6. Location Filter
Select from predefined locations
7. Login Method Filter
Options: Facebook, Google, Discord, etc.
8. Form Filter
Filter guests based on submitted forms
9. Review Rating Filter
Options: 1–5 stars
10. Custom Duration Filter
Start and End date/time selection
11. Continuously Sent
Options: Yes / No
Yes: Trigger repeats continuously
No: Trigger fires only once
12. SMS Filter
Options: Subscribed / Unsubscribed
Using Nodes and Connectors
Add a node: Drag filter from sidebar to board
Connect nodes: Click and drag connectors to link nodes
End Node: Required for applying the trigger
Node options: Clone / Delete via three-dot menu
Order matters: Each node filters results from the previous node
Applying Filters
Click Apply on the sidebar after building the flow
Filtered guest results appear on both Flow and Trigger views
Adding/removing filters on either side synchronizes automatically
Tip: Use zoom in/out or trackpad gestures for large flows
Efficiency and Benefits
The new Flow interface provides greater visual clarity by allowing users to easily see and understand the sequence of their automated email triggers. By applying filters sequentially, the system helps reduce errors and ensures that each condition is evaluated accurately. The drag-and-drop experience eliminates much of the repetitive manual setup, making it faster and easier to create and maintain trigger flows. Additionally, the Flow interface is designed to scale with your needs, enabling you to manage complex automations with multiple filters and conditions while maintaining a clear and organized view of the entire process.
Summary
The new Flow interface introduces a more intuitive alternative to the traditional linear filter configuration by representing filters as connected nodes that are automatically synchronized with the Trigger view. Users can build trigger flows using a variety of sidebar filters, including Text, Number, Date, Birthday, Gender, Location, Login Method, Form, Rating, Duration, Continuously Sent, and SMS filters. Individual nodes can be cloned, deleted, and connected to the End Node to complete the automation flow. Any filters applied or modified are reflected in both the Flow and Trigger views, ensuring consistency across the experience. Overall, the new interface enables users to build, visualize, and manage automated email triggers more efficiently and with greater clarity.