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:

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

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:

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.

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.
2. Select the minutes or hours or days.
3. Select Before or After the time.

At fixed time

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

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 MON YYYY. For example, if the date is 16 September 2021 then type 16 SEP 2021.
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 the time zone.
Select the start 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.
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.
  
  Ensure that the end date is greater than the start date.

On flow exit

Select the following details when the user exits a 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.

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.

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 to exclude 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.

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.

Next Steps

Do one of the following:

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