Create Flows

Overview

MoEngage Flows is a series of Cross-channel (across the channels viz. Email, Push, SMS, etc.) Lifecycle campaigns are to be sent to your customers based on their actions/in-actions on your app/website.

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Prerequisites

Ensure that the channel settings are configured.

arrow_drop_down Navigation

On the MoEngage Dashboard, do one of the following:

On the left navigation, click Create New.
Click Flows.

On the left navigation, click Engage.
Click Flows.
On the top right hand, click Create Flow.

Next Step

Create the flow using the following:

Details and Goals
When User will users enter the flow
Who will enter the flow

arrow_drop_down Details and Goals

Flow Details

Fill in the following flow details:

Field

Description

Flow Name

Type the name of the flow to manage and identify the flow.

info	Flow Naming Guidelines Contain a minimum of 5 characters and a maximum of 256 characters. Can contain special characters.

Flow Tags

Select from the drop-down defined tags to provide clarity to tags.

For more information, refer to Tags in MoEngage.

Conversion Goals

Define the conversion to track conversion for the flow. The conversion goal configured for the flow is treated as the conversion goal of all the campaigns part of the flow.

info	Information You can add five conversion goals for a single flow. For more information, refer to Add multiple goals to flows. You can publish the flow without any goals.

Define the goals by selecting the following

Field	Description
Goal Name	Type the name of the goal to manage and identify the goal.
Event Name	Select from the drop-down the defined events based on which the goal is tracked. For more information, refer to Events and Attributes.
Attribute	Select from the drop-down the defined attributes, conditions, and values to filter or drill down the goal being tracked. For more information, refer to Events and Attributes.
The track above goal for	Set an attribution window that is the Time period for which conversion goals are tracked after an impression or clicks based on the attribution type.
Exit on conversion	Turn on this toggle to forcefully exit users from the flow as soon as they convert with the primary conversion goal.

Click to add more goals.

info	Information You can change the Goal, tags, and other settings at any point in time before publishing the Flow by clicking the "settings" button. For more information, refer to Flow Settings.

Next Steps

Click Next to navigate to the When will users enter the flow step.

arrow_drop_down When will users enter the flow?

Select one of the following to define when the will user enter the flow.

On Event Trigger

To define a condition, do the following:

From the drop-down, select the action to define when will the user enter the flow.
The filter is the primary filter condition.
Do one of the following:
1. Click Attribute to add attributes to the filter.
2. Click ADD FILTER to add another filter to filter along with the primary filter.

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Warning

When adding more than one filter, the filter conditions have to be unique in each of the filters.

Select Immediately to allow the user to enter the flow within the next 30 to 60 seconds.
You can allow the user into the flow with only the If condition.
Select With Delay and provide the following details:
1. Type the value of the time. The entered value can range between 2 mins and 60 days (both inclusive)
2. Select the minutes or hours or days.

Flow Schedule Settings

1. 1. Select Start -> As soon as possible to schedule the Flow asap.
  2. Select Start -> At a specific date and time to schedule the Flow at a specific date and time. You can choose the time to send the campaigns associated with the flow by selecting a Start date and Send time.
  3. You can choose the end time for the flow by selecting the End option. Select End Never for a never-ending flow and Ends on to specify the End date and End time for the flow. This applies to both the Flow Schedule types.

Limit User Entry Setting

You can limit the number of times a user enters the flow by turning on the Limit user entry into this flow toggle and specifying the number of times a user can enter the flow in the field below. Note: You can limit the user entry for up to one year.

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At Fixed Time

To schedule the flow at a fixed time, do the following:

As soon as possible

Select the option to ensure the user enters the flow immediately.

At specific date and time

Follow these steps to allow the user to enter the flow at the specified time and date:

Select the time zone.
Select the date from the calendar or type the date in DD MMM YYYY. For example, if the date is 10 August 2022 then type 10 AUG 2022.
Type or use the up and down arrows to set the time.
Click am or pm.

Follow these steps to allow the user to enter the flow at a particular frequency of time:

Select daily, a specific date and time, days of week, days of month.

Send Daily

Select the time zone.
Select the start date from the calendar or type the date in DD MON YYYY. For example, if the date is 26 July 2022 then type 26 JUL 2022.
Type or use the up and down arrows to set the start time in hours and minutes.
Click am or pm.
Use Repeat Every to select the frequency of days on which the user is allowed to enter the flow.
Do one of the following to define the End time and date at which the user will exit the flow:
1. Click Never to ensure the user is always in the flow.
2. Click On and select the end date from the calendar or type the date in DD MON YYYY. For example, if the date is 16 September 2021 then type 16 SEP 2021.
  
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  Ensure that the end date is greater than the start date.

Send Weekly

Select the time zone.
Select the start date from the calendar or type the date in DD MON YYYY. For example, if the date is 26 July 2022 then type 26 JUL 2022.
Type or use the up and down arrows to set the start time in hours and minutes.
Click am or pm.
Select the frequency at which the user is allowed to enter the flow. Select the days of the week on which the user is allowed to enter the flow every week in 'Repeat on' and the number of weeks for which the user will be allowed to enter the flow in Repeat every. For example, choosing Monday and Friday in the 'Repeat on' section, and 3 in the 'Repeat every' section means that the campaigns will be sent on Monday and Friday of every week for the next three weeks.
Do one of the following to define the End time and date at which the user will exit the flow:
1. Click Never to ensure the user is always in the flow.
2. Click On and select the end date from the calendar or type the date in DD MON YYYY. For example, if the date is 26 July 2022 then type 26 JUL 2022.
  
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  Ensure that the end date is greater than the start date.

Send Monthly

Select the time zone.
Select the start date from the calendar or type the date in DD MON YYYY. For example, if the date is 26 July 2022 then type 26 JUL 2022.
Type or use the up and down arrows to set the start time in hours and minutes.
Click am or pm.
Select the frequency at which the user is allowed to enter the flow using 'Repeat on' and 'Repeat every'.
- Days of month: Select the days of the month on which the user is allowed to enter the flow in Repeat every. Select the number of months for which the user will be allowed to enter the flow on the selected date of a month. For example, choosing '7' in the calendar in the 'Repeat on' section and '3' months in 'Repeat every' means that the user will be allowed to enter the flow on the seventh of every month for the next three months. Note: Multiple days can be selected in a month.
- Days of week: Select the days of the week on which the user is allowed to enter the flow in Repeat every. Select the number of months for which the user is allowed to enter the flow on the selected date of a month. With this feature, users can be allowed to enter the flow on the first Mondays of every month or second Tuesdays and Wednesdays of every month and so on.
Do one of the following to define the End time and date at which the user will exit the flow:
1. Click Never to ensure the user is always in the flow.
2. Click On and select the end date from the calendar or type the date in DD MON YYYY. For example, if the date is 26 July 2022 then type 26 JUL 2022.
  
  info
  Ensure that the end date is greater than the start date.

On flow exit

Select the following details to allow the user to enter the current flow on exiting an existing flow

From the drop-down, select the flow from which the user exits the flow.
Click From Exit drop-down to add exit attributes to the filter.
The filter is the primary filter condition.
Click Exit Filter to add another filter as an OR filter to the Exit filter.
Click ADD FILTER to add another filter to filter along with the primary filter condition.

Select Immediately to allow the user to enter the flow within the next 30 to 60 seconds.
You can allow the user into the flow with only the If condition.
Select With Delay and provide the following details to define the delay after flow exit:
1. Type the value of the time.
2. Select minutes or hours, or days.

Flow Schedule Settings

1. 1. Select Start -> As soon as possible to schedule the Flow asap.
  2. Select Start -> At a specific date and time to schedule the Flow at a specific date and time. You can choose the time to send the campaigns associated with the flow by selecting a Start date and Send time.
  3. You can choose the end time for the flow by selecting the End option. Select End Never for a never-ending flow and Ends on to specify the End date and End time for the flow. This applies to both the Flow Schedule types.

Limit User Entry Setting

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Next Steps

Click Next to navigate to Who will enter the flow step.
OR
Click Previous to navigate to the When will users enter the flow step.

arrow_drop_down Who will enter the flow

Audience

Select the Target Audience or the target segment for the campaign. You can use multiple filters to create the target audience.

Choose one of the following:
All Users Filter users by

Send the push to all the users of the app. When you use this option you cannot add multiple filters.
Send the push to users based on one of the following options:
- User Property - This allows you to target the users, based on user property such as first seen, last seen, city, and so on.
- User Behaviour - This allows you to target the users, based on the behavior of the user or event such as app/site opened, viewed product, and so on.
- Custom Segment - This allows you to target a pre-created custom segment. For more information about creating a custom segment, refer to Custom Segments.
Click Add Filter to add another filter using one of the following
- User Property
- User Behaviour
- Custom Segment
Click Exclude Users to not include the users for the campaign.

For more information on excluding users, refer to Preference Management.
Click Show Count to display the total number of users to whom this campaign is sent.

Click Reset Filter to reset the segmentation filters.

Control Group

You can enable the control groups to which you want to send the campaign. For more information about control groups, refer to Control Group.

In the Enable Control Group section

Click Global control to not send the campaign to all the users in the control group.
Click the Campaign control group to not send the particular campaign to the control group.
Type the percentage of users entering the flow as part of the control group.

Next Steps

Click Next to open the flow in the Canvas.
OR
Click Previous to go to the When will users enter the flow step.

arrow_drop_down Canvas

Use the canvas at any step to create flows. Open the canvas using one of the following methods:

Double-click Enter to change the flow entry condition.
Click + to add the following to the flows:

Click Skip to Canvas to open the MoEngage Canvas.

arrow_drop_down Next Steps

Do one of the following:

1. Click Publish to publish the flow.
2. Click Save to save the flow as a draft.