Builder Tab
The main page of a flow is within the Builder tab and is where you’ll land after completing the initial Campaign Flow set up.
The Builder is where you assemble the logic of the Flow. You can add an unlimited number of “Actions” in the builder to create the automation that will deliver the right message to the right recipient at the right time.
Use the guide below to learn more about each of the features on this page.
1 - Flow Name: This is the name given in the previous steps. This can be modified at any time using the pencil icon.
2 - Flow Set Up Details: Campaign Type, Integration and the Flow Id are found here.
Each flow has its own specific Id number.
3 - Tabs: These are the pages associated with the specific flow. Read on to learn more about each of the tabs.
4 - Campaign Flow Mode: Here you’ll see if the Campaign Flow is in draft mode or live mode.
Flows always start in draft mode.
A flow in draft mode is considered “inactive” and will not process or add any contacts through it until the draft is published and live.
A flow can only be edited when it is in draft mode.
5 - Save Revision: Use this to periodically save a flow as it is being built, or when a revision has been made to an existing flow.
6 - Publish Draft: Once a flow has been built, saved, and tested, click here to switch the flow to live mode.
7 - View Scale: Use the buttons to shrink or enlarge the screen view of a flow.
8 - Add an Action: Clicking the blue plus button here will bring up the available “Action” items in the far right section.
Flow Actions
Flows are a collection of actions listed in a specific order. A contact that enters the flow will “flow” through the list from the top to bottom. Use the guide below to better understand each Action that can be used in a flow.
When selecting or editing any Action, click “Save Action” to save it to the flow and continue building.
1 - Send Mail: Initially looks for all matching campaign drops in the account. Select a campaign to associate it with and begin the flow.
If the desired campaign is not listed, ensure that the campaign and the flow have the same integration type.
2 - Add To List: Allows for a contact to be added to another list in your account.
Example: Add a contact to a suppression list.
3 - Delay By Days: A time based mail delay, used to delay processing of the contact through the flow by the number of days selected - up to one year in advance.
Example: Wait 15 days before sending the next mailing in the flow.
4 - Wait For Event: Requires a prior Send Mail action in the flow. The contact will be delayed from flowing to the next step until the selected campaign event has occurred within the selected campaign drop.
Example: Wait for a pURL Completed event to occur before sending a thank you mailing.
5 - Split: The first step in the branching path. Splitting a flow allows a contact to flow down multiple paths simultaneously. Branches can be added and branch names are editable.
Example: Best used in conjunction with other actions, allowing for if/then continuation within the flow.
6 - Split By Distribution: Creates branching paths that allow contacts to flow down a path in a random split. Branches can be added and branch names are NOT editable.
Example: A/B Testing - contacts in the flow will randomly enter path A or B.
7 - Filter By Property: Filters by a selected field and matched “true” or “false” and will continue through the matched flow.
Example: Sending a specific campaign based on the recipient’s State or a custom field.
8 - Filter By Event: This Action is a combination of Wait for Event and Filter by Property. This action allows for a specific Event type, subsequently continuing the contact through one of the matching true or false branches.
Example: A “Return to Sender” event. True moves the contact into a suppression list. False moves the contact into a second mailing.
9 - Goal: Used to control contact moving through the flow. If a contact reaches this action, it will be removed from the flow and reported as a goal within the Performance tab. This step can be used on its own or in addition to the Goal Enrollment, found on the Enrollment tab.
Example: After an event of “Delivered”, the contact is sent through a random split distribution. Path 1 has reached the goal (the contact will be removed from the flow). Path 2 will continue on with a second mailing sent out.
10 - Send Webhook: Dynamically push data about the contact (not campaigns) to an outside API source. Users can either add data line by line, or by clicking “Advanced” specify a full custom JSON body. Data about the contact can be added to these sends out by adding text like %firstname% or %varfield1% to be replaced with the contact’s version of the property.
Example: Sending Contact information to a custom field within a CRM or Automation Tool.
Important Note: This is not the same as, nor replaces Campaign Webhook functionality.
