1. User Guide
  2. Flows - Cross Channel Messaging
  3. Getting Started
  4. Create Flows
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:

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. Choose Flow Template
      2. Details and Goals
      3. When User will users enter the flow
      4. Who will enter the flow
arrow_drop_down Flow Templates

You can select from the available Flow Templates or choose to start with a blank canvas. Once the Flow Template is selected, do the following:

      1. Add Entry Conditions
      2. Define the Target Audience
      3. Add Conversion Goal (if any)

You can add new stages, review the campaigns, and modify them in the template as necessary. For more information about the various templates and their features, refer to Flow Templates.

FlowTemplates1.gif

Note:

  • You can add, delete or edit any element in the chosen template.
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.

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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.

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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.

Attribution

Exit on conversion

Turn on this toggle to forcefully exit users from the flow as soon as they convert with the primary conversion goal.

ExitOnConversion.png

Click NewGoal.png to add more goals.

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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.

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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:

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.
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Warning

When adding more than one filter, the filter conditions have to be unique in each of the filters.
Flow Schedule Settings
      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 to control when to stop new entries to the Flow. Select End Never for a never-ending flow and Ends on to specify the End date and End time for the flow.
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.

Screenshot_2023-01-31_at_1.04.00_PM.png

At Fixed Time

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

One Time Periodic

As soon as possible

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

CreateFlows_OneTime_ASAP.png

At specific date and time

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

  1. Select the time zone.
  2. 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.CreateFlows_At_Specified_Date_and_Time.png
  3. Type or use the up and down arrows to set the time.
  4. Click am or pm.

On flow exit

Select the following details to allow the user to enter the current flow on exiting an existing 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.
Flow Schedule Settings
      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 to control when to stop new entries to the Flow . Select End Never for a never-ending flow and Ends on to specify the End date and End time for the flow.

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.

Screenshot_2023-01-31_at_1.04.00_PM.png

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.

  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 on excluding 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.

arrow_drop_down 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:
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.

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