Add Actions to Flows

Select the channel you want to add to the flow.

Adding Actions in Canvas

On the MoEngage Canvas, do the following:

  • Click + to add the campaigns.AddCampaignstoFlow.gif
  • Click one of the campaigns:
    Push Email Connector SMS WhatsApp Onsite Message In-App Facebook Next Best Action Cards Google Ads Audience

    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.

    ActionsPush.gif

  • 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  CopyIcon.pngby hovering over the flow to be copied as shown below.

CopyAction.png

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

PasteOption.png

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

PasteAction.png

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'.

PastedFlow.png

info

Note

  1. The stage configuration also gets copied when a stage is copied, irrespective of the stage type.
  2. Entry and exit stages cannot be copied. All other stages except the entry and exit stages can be copied.
  3. 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

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