When you have chosen your baseline in the last chapter, it’s now time to build the flow itself. The first node in the flow (green) is the baseline that you chose in the last chapter. To change the settings of that node, press the content of the node or the pen-symbol in the right corner to access the settings of the node. Depending on what baseline you chose to start with, there are different options to choose from.
Once you have edited the settings of the baseline, it’s time to move on in the flow and add more logic. To do this, press the green + below where you will then see the other actions & decisions that you can choose from, which are as follows:
Send e-mail = sends out an e-mail to a person that entered the flow that could either be sent from APSIS Pro or APSIS Automation:
APSIS Pro = choose an e-mail based on a transactional project you have in Pro
APSIS Automation = create an e-mail using the Automation e-mail builder
Send SMS = create an SMS that gets send out from the flow (requires APSIS Pro, credits and that you have the mobile number inserted correctly in Pro)
Add to list = add the person to an existing list in APSIS Pro, or create a new one from within the flow (requires APSIS Pro)
Connection = Contact your salesperson for more information
Webhook = use a Webhook to POST/GET/PUT/DELETE data from within one of your own platforms. More information about the webhook is located here.
Assign = assign a person in the flow with a Relation (prospect, customer etc), Owner (a user in APSIS Lead) or an Achievement.
Start a flow = start the person in another flow that you have created.
Send notification = sends an internal notification to one or several email addresses with the information about what person X has done.
Remove from list = removes the person from a specific list in APSIS Pro
Update Subscriber = adds a value into a demographic data field of your choice in APSIS Pro
Timer = specify how long the flow should wait before moving a person in the flow on to the next node
Randomizer = split the flow up in 2,3 or 4 different rows to send different kind of content, send the person to different sales reps etc.
Multiple inputs = if you want to move a person from one side of the flow to the other, this node makes it possible for you to channel up to 4 outcomes into the same node, and then the flow will continue one way.
Alarm Clock = if you want to decide what time the flow is going to continue, add this node. If you enter a specific time, the flow will wait until that time has been fulfilled, and then move on. For example if you want to send all e-mails at 8AM (Swedish timezone applies).
Exist in List = do a check towards APSIS Pro to see if the person exists on a specific list and then based on yes/no take the decision to move on or do different things with the person (requires APSIS Pro).
Time Frame = a more advanced version of the Alarm Clock where you can select between what specific times the flow should run, and you can also select on what weekdays the flow should run.
Quick-select an achievement that you have already created and want to use
The flow you build can consist of an unlimited number of “nodes” after each other, and it’s also up to you to decide when a flow should end. All the nodes except for the starting baseline (green) can be moved around in the canvas so that you can get an easy and manageable overview of the flow itself.
Activate/Pause/Stop the flow
When you have built the flow and feel like you are ready to go, press the Play-symbol in the top menu and the flow is then activated. If you later on wish to do changes to the flow, specific nodes etc. you can press the Pause symbol in the top menu. If you do this, the flow will be paused and no new people can enter the flow, they will be instead be “stuck” in the baseline. People who are already in the flow will proceed as normal. Once you have done your changes to the nodes and presses play again, all the people that are waiting in the baseline will move on into the flow at once.
If you want to Stop the flow, meaning that all people in the flow will be stopped including the people in the flow, regardless of where they are in the flow. Statistics will still be in the flow but if you choose to activate a stopped flow again, it will start from a “blank page”. Please not that if you later decide to play a stopped flow, people who where in the flow before will be played again.
If you want to see statistics on a specific flow, there are three ways to get this.
Statistics on a node-level = on each node in the flow there is a small statistics-symbol in the top left corner. If you press this, you will see the following:
Started = how many people that have started in this specific node
Completed = how many people that have completed this specific node and have moved on to the next
Active = how many people that are still active in this specific node
Cancelled = how many people that have either bounced (wrong e-mail) or chosen to opt-out
Opens = how many people that have opened this specific e-mail (only applicable on Send Email node)
Click = how many people that have clicked in this specific e-mail (only applicable on Send Email node)
When you click on either of these numbers, you will be presented with a list of all the people that fulfilled the logic you looked into, and you can from there also export these in Excel.
Live statistics on a flow level = by pressing the statistics-button in the top menu (to the right of the Stop-button) you will get a flow-overview on how many people (and %) that are located where in the flow. This gives you a quick and easy overview of the flow so that you for example can see how many leads you have sent out to sales, where people drop of in the flow etc.
Statistics report on flow level = by pressing the Report tab in the top menu of the flow, you will be presented with a graphic report on how the flow has been doing over time. You can here change the date range that you want to look at, which will make the it possible to see the correct statistics that you want to see.
Override = when you create an Marketing Automation-flow, this flow will speak to all your other flows in the background. This way, you can for example control that flow A should not start if you are in flow B, or that you should drop of from flow B if you happen to enter flow A. This logic is controlled using the feature Override. To control this, you head over to the Override tab in the top bar. Once here, you will add an override by clicking on it and then choose what that should override the flow. Using Achievements (see Achievements-chapter) you can control that people with a certain achievement(s) will be over-written in the flow (e.g. will not start or will stop if they already are in the flow). You can add as many overrides as you want to to a specific flow, and you will also be presented with how many people that have been overwritten using your logic.