Managing multiple clients

(Manali Acharya) #1

Dear Flow-xo team,

I have multiple clients who have their respective landing pages (which will use the flow-xo bots). All clients run the same business (martial arts schools).

How do I manage a flow-xo account or bots or flows to manage these client accounts without their data over-lapping or the flows getting mixed up or me getting caught in a maze! :slight_smile:

What is the best practice that can be used? Also, kindly bear in mind, that since the business is the same, there could be similar flows.

Thanks,
Manali

(Sarah Palombo) #2

Hi Manali :wave:

You could create separate accounts for each one - Just to keep a nice segregation between the data

OR

In one Flow XO account, store each business’ flows in separate folders. This keeps all Flows which belong to one martial arts school together

Whenever you look at interactions or Analytics these metrics can be viewed on a flow by flow basis or drilled down by a particular bot.

You’d just need to name the Bots correctly that’s all so you’re confident which one you are viewing.

Hope that helps !

Sarah

(Manali Acharya) #3

Thank you Sarah, that sure helps!

I will try this setup for a few schools.