Adding Actions in Canvas

On the MoEngage Canvas, do the following:

1. 1. Click + to add the campaigns.
  2. Click one of the campaigns:
    arrow_drop_down Push
    
    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.
    
    arrow_drop_down Email
    
    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.
    arrow_drop_down Connector
    
    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.
    arrow_drop_down SMS
    
    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.
    arrow_drop_down WhatsApp
    
    When a user reaches this stage, an 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.
    arrow_drop_down Onsite Message
    
    When used in the flow, an onsite message will be shown to the user that reaches this stage of the flow when they satisfy the trigger conditions.
    
    arrow_drop_down In-App
    
    When a user reaches this stage, an in-app message is sent when the user satisfies the trigger condition within the configured schedule for the in-app message.
    
    You can personalize the in-app message using the user attribute, flow user event attributes, In-App trigger event attribute, and flow entry event attribute.
    
    arrow_drop_down Facebook
    
    When a user reaches this stage, the user will either be added or removed from the Facebook Audience, depending on the setup.
    
    arrow_drop_down Next Best Action
    
    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.
    
    arrow_drop_down Cards
    
    When used in the flow, a card will be shown to the user that reaches this flow stage as per the Cards settings.
    
    arrow_drop_down Google Ads Audience
    
    When a user reaches this stage, the user will either be added or removed from the Google Ads Audience, depending on the setup.
  3. 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 Paste Flow Stages

The MoEngage canvas allows you to copy-paste flow stages. 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-paste flow stages thus makes it easy for them to create their desired flows in a fast manner, thus saving time and effort.

To copy a stage, click on the copy icon by hovering over the flow to be copied as shown below.

When you click on the copy icon, the following message is displayed in the lower right corner of the canvas.

Click on the '+' icon to paste the flow.

Once 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'.

info

Note

The stage configuration also gets copied when a stage is copied, irrespective of the stage type.
Entry and exit stages cannot be copied. All other stages except the entry and exit stages can be copied.
Once a flow stage is copied, the copied stage remains in the clipboard until a new stage is copied or the user moves away from the flow canvas.

Next Steps