Startup Guide - Get Started with Your Flow Account

Start signing in by opening the login link - this link is emailed to you as soon as you register for a free trial. 

There are two ways you can log into Flow.

1. Log in through the Direct link: https://prod.flowapp.com/dashboard/login
2. Log in through the Website (not recommended): flowapp.com, then Click Sign In (See below).
   
3. To reset the password in case if you missed the invitation or unable to log in, https://prod.flowapp.com/dashboard/forget-password

On the Upper Right

1. Customize Your Profile

1. Customize the Account
2. Create and Manage Administrators
3. Create Registered Users (Only if you have Always-on Rooms)
4. Dashboard Settings (gear)
5. Create Events button (+)

The Rest

1. Rooms: Always-on Rooms (Only if you own)
2. Current Events: Events occurring within an hour
3. Recurring Events (Series/Funnels): Created Weekly and Monthly event series show up here
4. Past Events: Past event cards, reports (analytics and statistics), and replays are available here
5. Event Cards

2.1.1 What is an Event?

Types of Events

2.1.2What is a Webinar (Always-on) Room?

A webinar room is an always-on webinar session that never ends. It is a virtual webinar room you can enter and use to host sessions whenever you want. It provides a direct link for your attendees. In addition, you can create a set of registered accounts for your attendees and centrally manage them.

2.1.3 Event Card/Room Card Options

• Event/Room Summary: Where you can find event information, login links, host/presenter information, bulk registration/registration management options and replays.
• Edit the event
• Duplicate event
• Delete the event.

Upon logging into Flow, your first step should be updating your profile. This involves changing your password, uploading a profile photo, and crafting a bio that will appear in the webinar room via the BIOs storyboard item.

1. Find your profile at the upper right-hand corner in the Flow dashboard (you must sign in first) - You will see the initials of your name there
   
2. From the dropdown menu, click Profile
3. You can add/manage certain details here. You could also add a LinkedIn and X handles.

Important Note: You cannot change your First Name/Last Name/Email here. To change that, go to the Admin option. See Section 5 for more details.

1. Click the Profile Image
2. Click Account from the dropdown menu

From the Account page, you can, 

• Add/change account details such as name, address, country, etc.
• Add a logo
• Add a brand color to use when creating the event registration pages, event/guest logins, and for the webinar room itself (theme color)
• For Developers: You can find and provide the API key here
• Check the Storage you have used
• Enable certificate templates (More on Issuing Certificates)
• Disable sharing the events (event registration page) with social media.

1. Click the profile image at the upper right
2. Click Admins
3. Add the details of the new admin (just like you updated your profile details)
4. Once you Add the admin, be sure to enable the appropriate permissions
• If the person should create and manage events/rooms, enable Event Creation permission
• To let him manage Admins (super admin), enable User Management
  

To update the details of an Admin, including yours, click the Edit option, and then modify the First/Last names. 
To add an Admin to a Webinar Room (Always-on), click Add to Room. 
To resend an invitation to an admin who did not receive the invitation email, use the Resend Invitation option.

• Filter events by Room/Events
• Filter Past Events (by Name of the host, date, etc.)
• Past Event Actions
• Follow-up: Send event Follow-ups
• Summary: View information, login details, and Replays
• Duplicate: Duplicate the event with/without storyboard (media content)
• Delete: Deletes the report

• Analytics: Conversions, Source Tracking, Engagement Scores (customizable)
• Participant Attentive Patterns
• Geographic Location
• Participant Details: Table and CSV (with a vast number of details) - With Certificate Issuance options
• Survey Report
• Chat Report, Announcements
• Q&A Report.

Now that you have configured your Flow account and know where to create, manage, and view information. Let's create your first event next!