Select the channel you want to add to the flow.
Adding Actions in Canvas
On the MoEngage Canvas, do the following:
- Click + and do one of the following to add the campaigns.
- Click the category that the channel belongs to.
Category Name Channels That Belongs to This Category Messaging Push, Email, SMS, WhatsApp, InApp, Onsite, and Cards Social and Ads Facebook and Google Ads Audience Others Connector and Next Best Action
info Information
The five frequently used stages are displayed under the Frequently Used section on the All stages tab. The list of available stages changes dynamically based on your workspace. Click the required stage to add it to the flow.
- Click the Actions tab.
- Search for the campaigns directly via the Search bar.
- Click the category that the channel belongs to.
Then, click one of the campaigns:
When a user reaches this stage, a push is sent to the user if the user has active devices. Marketers can configure messages for Android, iOS, and Web devices simultaneously.
Marketers can set the new push message (personalize-able on User attributes) or import the message from an existing campaign using the campaign ID of that campaign.
Supported Platform
The following platforms are supported for Push:
- Android
- iOS
- Web
When a user reaches this stage, an email is sent to the active email subscription of the user.
Marketers can create the email from scratch or use an existing email template.
When a user reaches this stage, the action defined in the Connector would be executed. For example, you could configure a connector to:
- send messages to any channel that is not directly supported on MoEngage.
- update user data in third-party systems or MoEngage. For example, if a user has performed a specific event, such as purchasing a premium subscription, you can use the connector campaign to update any user property associated with this event.
When a user reaches this stage, an SMS is sent to the user as per the SMS settings.
- For more information about planning to use SMS in your Flows, refer to Configured SMS Settings.
- For more information about personalizing your SMS message, refer to Personalization.
When a user reaches this stage, a WhatsApp is sent to the user, as per the WhatsApp settings. For more information about setting up and using WhatsApp in your Flows, refer to WhatsApp.
When the user reaches the OSM stage, they become eligible to receive the onsite message. The will see this OSM only when the user satisfies the OSM trigger criteria in the next session.
You can wait for users to interact with the action campaign using one of the below conditional stages:
- Has seen onsite message
- Has clicked onsite message
- Has closed onsite message
Scheduling Onsite messages
For Onsite action campaigns, you can schedule how long the campaign stays active. It can be based on when users reach the onsite stage or a specific time. If the campaign ends at 4:00 PM on Friday, the 13th of 2021, users reaching that stage after that time won't qualify and will move forward.
When will users see the Onsite messages?
To see an onsite message, users will have to satisfy the following:
- reach the Onsite stage
- execute the trigger condition within the OSM campaign's scheduled time
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Information The users will not see the Onsite message (even if they execute the trigger condition) in the following scenarios:
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Supported Platform
The following platforms are supported for Onsite Message:
- Web
- M-Web
- TV
When the user reaches the In-App stage, they become eligible to receive the InApp message. The will see this InApp only when the user satisfies the in-app trigger criteria in the next app session. You can wait for users to interact with the action campaign using one of the below conditional stages:
- Has seen mobile in-app message
- Has clicked mobile in-app message
- Has closed mobile in-app message
Scheduling In-App messages
For In-App action campaigns, you can schedule how long the campaign stays active. It can be based on when users reach a certain stage or set to end at a specific time. If the campaign ends at 4:00 PM on Friday, the 13th of 2021, users reaching that stage after that time won't qualify and will move forward.
When will users see the In-App messages?
To see an In-App message, users will have to satisfy the following:
- Reach the In-App stage
- execute the trigger condition within the In-App campaign's scheduled time
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Information The users will not see the In-App message (even if they execute the trigger condition) in the following scenarios:
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Supported Platform
The following platforms are supported for In-App:
- Android
- iOS
- TV
When a user reaches this stage, the user will either be added or removed from the Facebook Audience, depending on the setup.
When a user reaches this stage, a campaign is sent to the user based on the data available in their profile about their preferred channel and the best time to send the campaign to them (if the Best Time to Send is enabled). In case the Most Preferred Channel and Best Time to Send data are not available, the fallback channels configured in the Next Best Action stage are employed, and the campaign is sent at the default time. For more information, refer to Next Best Action.
When used in the flow, a card will be shown to the user that reaches this flow stage as per the Cards settings.
Supported Platform
The following platforms are supported for Cards:
- Android
- iOS
- TV
When a user reaches this stage, the user will either be added or removed from the Google Ads Audience, depending on the setup.
- Click the pen icon to edit the campaign. You can enter the needed information manually or Import information from an existing point campaign by clicking on the "Import data from another campaign" option.
OR
Click delete to delete the campaign from the flow.
Copy and Paste
The MoEngage canvas allows you to copy and paste flow stages and branches. Almost all of the flows created by marketers on MoEngage include multiple action campaigns on at least one channel. Although all the campaigns are different, most campaigns differ only slightly in content and most of the campaign configuration parameters remain the same. Allowing marketers to copy and paste flow branches and stages makes it easy for them to create their desired flows in a fast manner, thus saving time and effort.
- To copy a stage, hover over the stage to be copied and click the copy icon
as shown below:
When you click on the copy icon, the following message is displayed in the lower right corner of the canvas. - Hover over the place where you want to paste the stage and click on the '+' icon. You will see an app drawer where the name of the copied stage is displayed.
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Click the stage name to paste it.
After you paste the copied flow stage, it appears with the name 'Copy - <FlowStageName>' as shown below. In the example below, the name of the flow stage that has been copied is 'Push1'. Thus, the name of the copied flow would be 'Copy - Push1'.
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- To copy a branch, hover over the branch to be copied and click on the copy icon
When you click on the copy icon, the following message is displayed in the lower right corner of the canvas. - Hover over the place where you want to paste the branch and click on the '+' icon. You will see an app drawer where the name of the copied branch is displayed.
- Click the branch name to paste it.
After you paste a copied flow branch, the pasted stages have "Copy" as a prefix in their names. In the following example, the name of the Push stage that is copied as a part of Branch 1 is "Upcoming Sale". Thus, the name of the pasted stage is "Copy - Upcoming Sale".
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