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Creating your Flow Campaign Templates.

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.


Info

See Flow for more information on how to follow-up website activity with an automated push, sms or email message.



Creating a New Flow Template 

Setting Up 
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create
create

  1. Click Target in the top menu bar.

  2. Select Flow Templates.

  3. Click New Template, or,
    To copy an existing action, click the Edit icon  to edit and create a similar template.




Creating a Push Template 

Properties
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push
push

  1. Select Push from the drop down for the Type of Flow Template.

  2. Type a Title (name) for your Push Flow Template.

  3. Select the appropriate Promotion Campaign from the drop down.

  4. Select a Course of Action for promo code management:

    1. Give existing promo code till not used: select this option to give the same promo code each time the visitor is targeted, until it the code is used.

    2. Give new promo code each time: select this option to issue a new promo code each time the visitor is targeted.

  5. Enter your mobile platform(s). You can create Push messages for both iOS and Android.

  6. Select message type Image if you want to insert an image in your Push message.

  7. Enter the Text that will appear in your message.

  8. Status
    colourYellow
    titleoptional
     Enter a 
    Target URL, if you want to include a destination link.

  9. Status
    colourYellow
    titleoptional
     Enter a tracking value for Campaign Tracking Parameters
     to measure the performance of your campaign. 


  10. Status
    colourYellow
    titleoptional
     Click on Open Testing Form to test your Push message.


  11. Click Save to add new Push Flow Template.







Creating an SMS Template 
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SMS

  1. Select SMS from the drop down for the Type of Flow Template.


  2. Type a Title (name) for your SMS Flow Template.

  3. Select the appropriate Promotion Campaign from the drop down.

  4. Enter the Text that will appear in your message.

  5. Status
    colourYellow
    titleoptional
     Enter a 
    Target URL, if you want to include a destination link.

  6. Status
    colourYellow
    titleoptional
     Enter a tracking value for Campaign Tracking Parameters
     to measure the performance of your campaign. 


  7. Click Save to add new SMS Flow Template.







Creating an Email Template 
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email

  1. Select Send Widget as Email from the drop down for the Type of Flow Template.


  2. Type a Title (name) for your Email Flow Template.

  3. Enter a Subject Line for your Email Campaign.

  4. Select your email campaign template from the drop down.

    Info

    Please contact RMC support for more information on how to create email campaign templates.


  5. Widget - select the recommendation widget that you want to include in the workflow. 

  6. Status
    colourYellow
    titleoptional
     Click on 
    Open Testing Form to test your email campaign. 


  7. Click Save to add new Email Flow Template.




Parent TopicPage: Targeting Actions