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:

  1. Click + to add the campaigns.AddCampaignstoFlow.gif
  2. Click one of the campaigns:

    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.

    ActionsPush.gif

    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.

    Actions_Email.gif

    SMS

    When a user reaches this stage, an SMS is sent to the user as per the SMS settings.

    Actions_SMS.gif

    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.

    WhatsApp_Action.gif

    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.

    Actions_OnSite.gif

    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.

    Actions_InApp.gif

    Facebook
    When a user reaches this stage, the user will either be added or removed from the Facebook Audience, depending on the setup.
    Actions_Facebook.gif
  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  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

 

NOTE

  1. The configuration of the stage also gets copied when a stage is copied and this is 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

Was this article helpful?
2 out of 2 found this helpful