Flow Management Guide

Flow Management Guide

Master the art of flow configuration and optimization. Learn how to build sophisticated lead processing pipelines that enforce your business rules, manage vendor relationships, and maximize ROI.

🎯 Core Flow Management

[Working with Flow Steps](./working-with-steps.md)

Learn how to add, configure, and organize steps in your flow.

• Time: 15 minutes
• Level: Intermediate
• Tags: intermediate, how-to, flows

[Acceptance Criteria Mastery](./acceptance-criteria.md)

Set up rules that ensure you only process leads that meet your standards.

• Time: 20 minutes
• Level: Intermediate
• Tags: intermediate, how-to, business-logic, rules-focused

[Volume Caps Configuration](./volume-caps.md)

Control lead flow with daily, monthly, and conditional volume limits.

• Time: 15 minutes
• Level: Intermediate
• Tags: intermediate, how-to, business-logic

[Pricing Strategies](./pricing-strategies.md)

Configure dynamic pricing rules for different lead types and sources.

• Time: 20 minutes
• Level: Intermediate
• Tags: intermediate, how-to, pricing-focused, financial-management

🔀 Advanced Routing

[Filter Steps and Routing](./filter-routing.md)

Create branching logic to route leads to different destinations.

• Time: 25 minutes
• Level: Advanced
• Tags: advanced, how-to, flows, distribution

[Multi-Buyer Distribution](./multi-buyer-distribution.md)

Distribute leads to multiple buyers with priority and exclusivity rules.

• Time: 30 minutes
• Level: Advanced
• Tags: advanced, how-to, distribution, buyer-focused

[Service Area Routing](./service-area-routing.md)

Route leads based on geographic and demographic criteria.

• Time: 20 minutes
• Level: Intermediate
• Tags: intermediate, how-to, distribution

[Buyer Step and Connection Management](./buyer-step-connections.md)

Master buyer configuration and invite-to-connect system.

• Time: 35 minutes
• Level: Advanced
• Tags: advanced, how-to, buyer-focused, security

[Volume Caps Advanced Configuration](./volume-caps-advanced.md)

Sophisticated volume control beyond basic daily limits.

• Time: 40 minutes
• Level: Advanced
• Tags: advanced, how-to, business-logic, performance-optimization

[Day Parting Strategies](./day-parting-strategies.md)

Optimize distribution and pricing based on time patterns.

• Time: 35 minutes
• Level: Advanced
• Tags: advanced, how-to, business-logic, financial-management

[Advanced Delivery Patterns](./advanced-delivery-patterns.md)

Round-robin, weighted distribution, and pixel tracking.

• Time: 40 minutes
• Level: Advanced
• Tags: advanced, how-to, distribution, performance-optimization

[Step Components Guide](./step-components-guide.md)

Deep dive into all step components and configurations.

• Time: 35 minutes
• Level: Advanced
• Tags: advanced, conceptual, flows, technical

🛠️ Flow Optimization

[Disabling and Testing Steps](./disabling-steps.md)

Temporarily disable steps for testing and debugging.

• Time: 10 minutes
• Level: Intermediate
• Tags: intermediate, how-to, troubleshooting

[Flow Performance Optimization](./performance-optimization.md)

Speed up your flows and reduce processing time.

• Time: 25 minutes
• Level: Advanced
• Tags: advanced, best-practices, performance-optimization

[Using Templates](./using-templates.md)

Accelerate flow creation with reusable templates.

• Time: 20 minutes
• Level: Intermediate
• Tags: intermediate, how-to, flows

[Hours of Operation and Scheduling](./hours-of-operation.md)

Control when flows accept leads and manage schedules.

• Time: 25 minutes
• Level: Intermediate
• Tags: intermediate, how-to, business-logic

📊 By Use Case

For Lead Buyers

• Start with Acceptance Criteria to enforce quality
• Configure Volume Caps to control spend
• Master Multi-Buyer Distribution for complex scenarios

For Lead Sellers

• Focus on Working with Steps for delivery
• Learn Filter Routing for buyer requirements
• Understand Pricing Strategies for revenue optimization

For Flow Optimization

• Begin with Performance Optimization
• Use Disabling Steps for testing
• Implement Service Area Routing for efficiency

💡 Pro Tips

Start with Simple Flows: Master basic linear flows before attempting complex routing. You can always add sophistication later.

Test Incrementally: Add one step at a time and test. It's easier to identify issues in simple configurations.

Use Clear Naming: "California Solar Buyer - Priority" beats "Destination 1" every time.

Monitor Performance: Check your flow's average processing time regularly. Under 500ms is good, under 300ms is great.

🎯 Common Patterns

The Quality Gate Pattern

1. Acceptance Criteria (basic validation)
2. Enhancement (phone/email verification)
3. Filter (quality score threshold)
4. Destination (only quality leads delivered)

The Multi-Tier Distribution Pattern

1. Filter: Premium leads (score > 80)
   → Premium Buyer (exclusive)
2. Filter: Standard leads (score 60-80)
   → Standard Buyer Pool
3. All others → Backup Buyer

The Compliance-First Pattern

1. TrustedForm validation
2. Suppression list check
3. State compliance filter
4. Then normal distribution

📚 Related Documentation

• Flow Reference - Technical flow details
• Rules Reference - Rule syntax and operators
• Events Guide - Monitoring flow performance

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🎯 Master Your Flows: Great flow management is the difference between chaotic lead handling and a smooth, profitable operation. These guides will help you build flows that work as hard as you do!