Create Flows

Overview

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

 

Prerequisites

Ensure that the channel settings are configured.

Navigation

On the MoEngage Dashboard, do one of the following:

Use the Create New button Use the Left Navigation
  1. On the left navigation, click Create New.
    Creation02.png
  2. Click Flows.

Next Step

Create the flow using the following:

  1. Details and Goals
  2. When User will users enter the flow
  3. Who will enter the flow

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.

 

FLOW NAMING GUIDELINES

  • Contain a minimum of five characters and a maximum of 20 characters.
  • 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.

Define the goals by selecting the following

Field Description
Goal Name

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

 

GOAL NAMING GUIDELINES

  • Contain a minimum of five characters and a maximum of.
  • Contain special characters 
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.

Track Goal for

Define the time duration in hours from which the goal is tracked after the user receives the campaign.

Next Steps

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

When will users enter the flow?

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

On Event Trigger

To define a condition, do the following:

If User Then enter the flow
  1. From the drop-down, select the action to define when will the user enter the flow.
    The filter is the primary filter condition.
  2. 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.

At fixed time

As soon as possible At a specific date and time Daily
Select the option to ensure the user enters the flow immediately.

On flow exit

Select the following details when the user exits a flow

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

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.

  1. 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.
  2. Click Add Filter to add another filter using one of the following
    • User Property
    • User Behaviour
    • Custom Segment
  3. Click Exclude Users to not include the users for the campaign.

    For more information to exclude users, refer to Preference Management.

  4. 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

  1. Click Global control to not send the campaign to all the users in the control group.
  2. Click the Campaign control group to not send the particular campaign to the control group.
  3. 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.

Canvas

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

Completion of Create Flow Wizard Skip to Canvas
  1. Double-click Enter to change the flow entry condition.
    DoubleclicktoopenEntryCondition.gif
  2. Click + to add the following to the flows:

Next Steps

Do one of the following:

    1. Click Publish to publish the flow.

    2. Click Save to save the flow as a draft.

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