How to create a thread

Pippa Updated by Pippa

Simple, high-performing data collection is essential to help you personalise your service. Let’s show you how to create a thread. 

Now you can start collecting data! This will allow you capture information about your users and save it against their contact profile. Once data is saved against your user profile, you can create more personalised automations.

Thread Screen

How to create a Thread:

  1. Step 1: Log in to your Turn.io account and navigate to the “Content” tab on the left-hand side.
  2. Step 2: Click on the “THREADS” tab top left. You'll only see this is your account has been activated for Threads Beta.
  3. Step 3: Click on the ADD THREAD button on the top right.
  4. Step 4: Give your Thread a TITLE and SELECT A LANGUAGE for your Thread. Click Save.
  5. Step 5: A TRIGGER card will open. Complete the details to specify what automation trigger will start your new thread. This works the same way as Automation Triggers it just looks a bit different. Click Save. You'll see your thread updates.
  6. Step 6: Next you'll need to add questions to your thread. Click on the ADD CONTENT button. Select from existing Thread content or select a content type to add a new piece of content.
    1. You can add the following content types:
    2. TEXT QUESTION: Complete the Text Question card and click ADD. You'll require a language, a title and a question. You can upload an attachment by clicking on the icons below the text field or add a label. If you want to save the user's reply to a contact field, you'll need to select the correct field from the Save to contact field dropdown.
      1. Don't have the all contact fields you need? You can create new contact fields in the Conversation view. Take note that only "Text" field types will be available in Threads to save information against.
    3. MULTIPLE CHOICE: Complete the Multiple Choice Question card and click ADD. You'll require a language, a title, a question and answer options. Threads will automatically add numbers to your answer options that the user needs to use to reply. You can upload an attachment by clicking on the icons below the text field or add a label. If you want to save the user's reply to a contact field, you'll need to select the correct field from the Save to contact field dropdown. You can also type a custom error message if a user replies with anything other than a number in the list of answer options: The default error message is: Please reply with a number (English).
    4. REPLY BUTTONS: Complete the button card and click ADD.You'll require a language, a title,Header (optional) - None, Text or Media. If you select Media you can upload an image etc.You’ll also require Message body, footer (optional) and Buttons.You can add up to 3 reply buttons per message. If you want to save the user's reply to a contact field, you'll need to select the correct field from the Save to contact field dropdown.
      As you complete these fields you will see a preview of your message on the right. This helps you design the user experience.
    5. THREAD MESSAGE: Complete the Thread Message card and click ADD. You'll require a language, a title and a message. You can upload an attachment by clicking on the icons below the text field or add a label.
  7. Step 7: Repeat Step 6 until you've added all the questions you want to your Thread. It's best practice to end your Thread with a Thread message so the user knows they are complete.
  8. Step 8: Review your thread by scrolling through the PREVIEW on the right-hand side.
  9. Step 8: Love your new Thread? Click on the PUBLISH button on the top right. Click Unpublish anytime you want to deactivate your Thread.

Congratulations! 🎉 You’ve just created your first thread. Now let's find out how to add Skip logic.

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Different thread card types

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