Build your first flow

Signicat Mint is a visual, no-code platform you can use to build workflows for nearly any use case. In this tutorial you will create a two-step flow that sends an email, based on the contact information you submit in a web form.

In particular, you will:

• Create a flow.
• Add two steps: Form and Send email.
• Save and publish your flow.
• Run a user journey.

You'll learn how steps and user journeys work and ready yourself to build more complex flows.

Prerequisites

If you don't have an account already, sign up for a free Signicat account by completing the following initial preparations:

1. Sign up to the Signicat Dashboard and register your profile. For more details, see the Get started with Signicat guide.
2. In the Dashboard, make sure you have set up an organisation and an account.
3. Additionally, to use this product, you must set up a domain.

Accounts: Test in sandbox, go live in production

We recommend you create a sandbox account to test our services before going live. Sandbox and production accounts must be set up separately.

To use Mint, you don't need to know how to code, use the command line, or install any software.

Create a new flow

You create flows in the Mint Builder UI, a visual editor with an infinite canvas where you can drag-and-drop components and connect services to build flows.

To create a new flow, do the following:

1. In the Signicat Dashboard, navigate to Products > Signicat Mint.
2. From the Mint sidebar, select Builder.
3. Select Blank.
4. Rename the flow to "Hello, World!".
5. Select Create flow.

Success!

You have just created your first flow. Now, let's add a step.

Add a Form step

Use the Form step to build a web form that your end-users can interact with. In the Form step, you'll define an email field, which you can later use as input to another step.

To add a Form step, do the following:

1. In the Builder UI, select the plus icon (+). Then, select Step.
2. From the left-side "Steps" menu, select Form in the Signicat category.
3. From the left-side "Form elements", select Inputs > Email.

In the next step, you'll use the email field as an input to the Send email step.

Add a Send email step

The Send email step sends an email message to the address you provide. You can configure values you obtain from previous steps, such as the Form step, as input.

To add an Email step, do the following:

1. In the Builder UI, select the plus icon (+) below the Form step. Then, select Step.
2. From the left-side "Steps" menu, select Send email in the Communication category.
3. Click the text box under "To*". From the dropdown menu, select Form.Email, then select the plus icon + on the right of the box.
4. In the "Subject*" text box, type "Hello, World!".
5. In the "Body*" text box, type "My first steps with Mint.".

Save your flow

When you add a step, save your flow to prevent losing any progress you made.

To save a flow, do the following:

1. On the right-side of the top navigation bar, select Save.

You are now ready to publish your flow and share it with your end-users.

Publish your flow

When you publish a flow, Mint generates a public URL where you can run a web-rendered version of the flow - the user journey. You can then share the flow URL with your end-users. Note that with Mint you can also build flows that run in the background, without user journey.

To publish a flow, do the following:

1. On the right-side of the top navigation bar, select Publish. The flow URL is automatically copied in your clipboard.
2. To copy the URL again, select the More Options icon (more_vert), then Copy workflow URL.

Congratulations! You have just published your first flow. Now, let's run a user journey that simulates what your end-users see.

Hello, World!

Run a user journey

When you publish a flow, you can navigate to the URL of your flow in the browser.

To run a user journey, do the following:

1. Open a tab on your browser and paste the flow URL.
2. Select Get started.
3. Enter your email address.
4. Select Submit.
5. Open you email.

You should see an email from Signicat with subject "Hello, World!".

Success!

You have just built your first flow and completed a user journey.

Next steps

With Signicat Mint, you can view and manage the outcome of any user journey in the Mint Journeys:

Mint Journeys

Monitor, analyse and access reports of user journeys

To continue your journey with Mint, follow one of our tutorials or learn more about steps:

Use case: Mobile provider onboarding

Simulate a basic end-user onboarding use case

Steps

Learn about the building blocks of your flows