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Automate your cross channel engagement with Flows.

Use the Flow option to build and execute smart and engaging marketing campaigns. Flow allows you to continue any interaction on your website across channels with targeted push, sms, or email messages. With Flow, you will know who to target, when to target, what to target them with, how to target them and how to do it all from a single place.

Flow consists of conditions, actions and triggers to create and deliver automated customer journeys across channels.


See the Flow Templates page for more information on how to create Push, SMS and Email templates.



Setting Up 

  1. In the Title box type a Name for the Flow.


  2. Select Status:

    1. When Activated: the Targeting Action starts when the page that contains the targeted content is activated.

    2. When Deactivated: the Targeting Action ends when the page that contains the targeted content is deactivated.

  3. Type the page URL(s) where the pop-up will be shown. You can add multiple page URL's. Use comma (,) to separate multiple values. Type '*' to show pop-up on all pages across the entire site.

  4. Choose Flow from the drop down menu.




Properties 

  1. Rules are the checks that decide if the actions are undertaken on a segment of visitors. Select the first pre-defined targeting rule.

    You need to create Targeting Rules first to be able to connect Targeting Actions to the appropriate visitor segments.

  2. Enter the time delay in minutes for the flow to wait without execution until the next targeted action.

  3. OPTIONAL Enter a second Targeting Rule to further segment your audience.

  4. Final Action is the campaign element that will be sent once the conditions are met.

    1. Send Push: Targeted and personalised Push messages for both android and iOS.
    2. Send SMS: Targeted and personalised SMS's.
    3. Send Widget as Email: Triggered emails with personalised product recommendations. (Recommend module is required to be able to use this option).

  5. Select the "After Visit End" option to end the journey right there, unconditionally.

  6. OPTIONAL Select Set Tracking Parameter and add a Tracking Value to track and measure the results of your campaign.





Timing and Time Range 

  1. Define the time frame for the show Flow action:

    • Valid From – date and time from which the Flow will be applied.

    • Valid Through – date and time after which the Flow action will no longer be applied. 

  1. OPTIONAL Use Capping to apply delivery limitations to the pop-up. RMC supports the following limitations:

    • Limiting delivery by Visit: if set, RMC will not apply the Flow action more than the specified number of times (capping count) during a single visit. 

    • Limiting delivery by Visitor: if set, RMC will not apply the Flow action more than the specified number of times (capping count) to a given visitor, across all visits. 

    • Limiting delivery by the Hour / Week / Month: if set, RMC will not apply the Flow action more than the specified number of times (capping count) hourly, weekly or monthly.





Defining Target Audience 

  • To show the pop-up only to selected visitor segments you need to connect it to pre-defined Targeting Rules.

  • Choose the Targeting Rules to define your visitor segments.

  • An action can be connected to multiple Targeting Rules with AND or OR logical operators

You need to create Targeting Rules first to be able to connect Targeting Actions to the appropriate visitor segments.




Parent Page: Targeting Actions

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