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:
        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.

        ActionsPush.gif

        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.

        Actions_Email.gif

        arrow_drop_down SMS

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

        Actions_SMS.gif

        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.

        WhatsApp_Action.gif

        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.

        Actions_OnSite.gif

        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.

        Actions_InApp.gif

        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.
        Actions_Facebook.gif
        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.

        NBAStageAction.gif

        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.

        AddCardsinFlows.gif

        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.

        GoogleAdsAudience.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

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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