Bidirectional SFMC flow

Enterprise flows & surveys

Sophisticated, bidirectional flows
for customer data.

Pull context in securely, guide the experience, and push mapped outcomes back to Salesforce Marketing Cloud or downstream tools.

Context in

Outcomes back to SFMC

Compatibility

Built around the Salesforce-side objects and delivery behaviors campaign workflows already depend on.

Marketing Cloud
Data Extensions
Journeys
CloudPage handoff
Signed prefill
Insert / Upsert

One platform for capture, governance, and activation.

Capture richer answers, govern how context moves, and return outputs your team can use immediately.

Lead Capture Flow

98%

Single-question steps with keyboard navigation and mobile-first completion flows.

Salesforce
SFMC
Webhook

Survey Builder

85%

Image choices, conditional logic, and conversational UX that users appreciate.

Salesforce
SFMC
Webhook

Contact Flow

92%

Brand-first design with headers, footers, and visual customization.

Salesforce
SFMC
Webhook

Capture

Guide people through richer questions, visual choices, and step-based flows.

Response Tracker

Flow Opened

0s

First Question

3s

Email Captured

12s

All Fields Complete

28s

Submitting to SFMC

...

Govern

Keep context handoff, response tracking, and transport behavior inside controlled rules.

shield

Activate

Return mapped outputs to Salesforce structures, journeys, and downstream campaign logic.

Gamified Flows

Turn flows into reward experiences without losing operational control.

Configure reveal mechanics, prize inventory, discount codes, and post-submit reward moments from the same builder. The outcome resolves server-side first. The mechanic only reveals it.

Scratch to reveal

Scratch cards

Reveal a prize, entry, or no-win outcome directly inside the success surface.

Coating clearedPrize shown
61% revealedsingle-surface reveal

Spin to reveal

Spin wheels

Use configured slices, mapped prizes, and a more deliberate result reveal sequence.

Slice targetedWheel settling
84% revealedserver-resolved

3 of a kind

Slots and match states

Build campaign moments that land on the resolved outcome without faking the reward logic.

Reels matchedResult locked
73% revealedmatch-state handoff

Team Fit

Made for the teams that own the data after submit.

OK | Flows fits best where the flow is only the first step and downstream systems still need the response to arrive cleanly.

CRMLifecycleCampaign OpsInsight

CRM teams

Downstream owner

Use governed flows to enrich customer records without handing transport logic to every campaign build.

Identity-safe enrichment
Controlled field mapping

Lifecycle marketing

Downstream owner

Capture preferences and follow-up signals in flows that can feed journeys and audience updates immediately.

Journey-ready outputs
Preference capture

Campaign operations

Downstream owner

Duplicate, brand, and launch flow variants quickly without turning every campaign into a custom project.

Reusable setup
Faster launches

Customer insight teams

Downstream owner

Collect richer feedback and compare engagement, drop-off, and response quality across programs.

Drop-off visibility
Response trends

Flow

A clear path from audience context to Salesforce-ready data.

This is the movement layer: where context starts, how flows collect it, and where the output goes after submit.

Audience context

Data Extensions

Automations

OK

data collected

Salesforce-native flow

Audience context enters first, responses are collected in OK | Flows, and the output leaves in a mapped structure.

Secure prefill patterns

Signed context resolves cleanly server-side and stays constrained to the fields the form should receive.

Validation chain
SignedScopedReplay-safe
Encrypted payload
verified at submit
Signature verified
verified at submit
Replay protected
verified at submit
Token handoff
bound to context
Hidden mapping
bound to context

Global edge delivery

Flows served from edge locations worldwide for fast, reliable response collection.

world map

Salesforce activation outputs

After submit, one response can feed Data Extensions, journeys, audience updates, and follow-up logic.

Response payloadvalidated
ContactID
Preference
Metadata
Submitted at
Salesforce outputs
mapped and activation-ready
Data Extension
Journey trigger
Follow-up email
Audience update

Salesforce

Map responses into Marketing Cloud without rebuilding the delivery model each time.

Connection settings stay centralized. Each form controls mapping, metadata, and insert or upsert behavior at the point of delivery.

Delivery model

Map the response once. Deliver it with the operational behavior you need.

Per-form SFMC controls

Enable or disable delivery by form, isolate mappings, and keep business-unit level connection settings centralized.

Field mapping to Data Extensions

Map form answers and metadata into target Data Extension attributes with exact control over what lands where.

Insert and upsert modes

Choose whether forms create new records or update existing ones based on your operational schema.

Metadata that can travel with the response

form id
form slug
form name
response id
submit timestamp
raw answers

Insert mode

New row per response

Use when submissions should remain independent and historically traceable.

Upsert mode

Update based on a key

Use when the form should enrich or correct an existing customer record.

Operations

Operational features that make the platform usable at team scale.

The product also has to work for marketers and operators who manage many active flows at once, not only for the person building a single flow.

Flow organization

Use folders and structured lists to manage larger sets of flows without losing operational clarity.

Nested folders
Quick search
Bulk actions

5x

Faster setup

100+

Flows managed

Team

Ready

Reuse and duplication

Duplicate flows quickly to create campaign variants without rebuilding from scratch.

One-click copy
Template library

Brand governance

Keep headers, footers, widths, and surface styling consistent across live campaign variants.

Shared styling
Reusable defaults

Centralized configuration

Keep integration settings and delivery controls manageable across campaigns.

Global defaults
Audit logs

Built for scale

The platform stays manageable after the fifth flow, not only the first one.

100+ flows
Team collaboration

Use Cases

A product story grounded in real use cases.

Use cases make the value concrete: better segmentation, richer profiles, more usable feedback, and faster follow-up.

Audience entry

Preference capture

Collect declared preferences in a lower-friction flow and turn them into segmentation data teams can use immediately.

Faster segmentation
Audience entrybranded flowusable segment
Known contact

Enrichment flows

Fill profile gaps without sending people through a generic data-capture experience that feels disconnected from the campaign.

Richer profiles
Known contactguided capturericher profile
Campaign traffic

Survey programs

Run survey programs that generate more usable feedback and clearer performance signals than flat embedded flows.

Higher-quality feedback
Campaign trafficguided responsemeasurable insight
Submission

Triggered follow-up journeys

Turn flow submissions into follow-ups, audience updates, and downstream actions without rebuilding the activation layer each time.

Faster activation
Submissionmapped outputlive follow-up

Architecture

A delivery model technical teams can understand and trust.

Source context enters with rules already defined, OK | Flows governs the intake layer, and Salesforce receives a mapped payload ready for action.

Audience
Data Ext
Trigger
seg
schema
event

Source context

Audience, Data Extension, and automation inputs define what the flow should know before the first step renders.

Secure intake layer

OK | Flows receives the response, applies controlled metadata, and keeps transport logic in one governed runtime.

Data Extension
Follow-up email
Journey trigger

Salesforce writeback

The final payload returns to Marketing Cloud with the write behavior and downstream routing already defined.

FAQ

Questions teams usually ask before they adopt the workflow.

The important questions tend to be about transport, Salesforce behavior, partial responses, and operational control.

DeliverySecurityPartial responsesBranding
How does Salesforce delivery work?
Form responses are mapped in OK | Flows and delivered into Marketing Cloud using the delivery behavior configured for that form, including metadata and downstream-ready outputs.
Can I insert new rows or update existing ones?
Yes. Forms can be configured to insert new records or upsert against an existing key so the response either creates or enriches the target record.
Can I capture partial responses before submit?
Yes. The platform supports partial-response capture so teams can recover intent even when a user does not reach the final submit step.
How is prefill secured?
Prefill and identity context are handled through signed transport patterns, constrained hidden mapping, and server-side resolution instead of openly exposing raw values.
Can each form have different branding?
Yes. Headers, footers, themes, widths, and other visual controls can be adjusted per form while still keeping governance and operational defaults centralized.

Get started

Build your first Salesforce-ready flow.

Collect richer answers, govern transport, and return mapped outputs without rebuilding the workflow for every campaign.

Signed context handoff
Mapped DE delivery
Campaign-grade UX