Before you begin
In order to successfully create a Marketing Automation flow, you will need to have created a consent list in Audience. Moreover, a Section must also have been set up in Sections; this, however, is an admin user task to perform.
Continue reading this article for in-depth instructions on how to successfully create your first Birthday flow.
If you leave the wizard at any point, your flow will appear in the Drafts tab.
All changes will be saved automatically.
If you're after a guide on how to use the Flow Editor,
take a look at the Flow Editor section.
Create a Birthday Flow
1. Head over to the Marketing Automation tool. You can do so from the shortcut on the calendar page or from your Tools page.
2. Click Create a New Flow.
3. The conversation wizard will open. You'll see all of APSIS One's pre-defined Marketing Automation flows.
Click Birthday to proceed.
This is the very first step of the Conversation Wizard. All fields marked with an asterisk (*) are mandatory. Let's get started!
1. Enter the working name for your Marketing Automation flow. It's only for internal purposes.
2. Choose a Section to create your flow in. After you choose a Section for this activity, it cannot be changed.
3. Click Next.
Here's an overview of each step you must complete in order to get your Birthday flow going. The nodes in this template make for a simple set-up, but you are free to create a more complex setup to increase engagement with other Marketing Automation nodes.
1. Listen node
Start by setting up the Listen node.
The listen node is one of the most important nodes in your marketing automation flow.
It will listen for the Profiles in order to bring them into the flow. As Profiles join your Audience, perform any actions, enter a segment, etc., they may come into your flow depending on your settings.
In the Birthday flow template, it will be set by default to listen for the Date of Birth on the exact day.
However, you may edit the Listen node to bring Profiles in every year, or only on special birthdays:
Repeat every year: If you would like Profiles to enter this flow every year, select the Repeat every year button. This is a useful feature for birthdays, anniversaries, etc.
Only on Milestone birthdays (e.g. 40th, 50th): A Milestone birthday is a commonly celebrated decade. This is a good feature for flows that target Profiles on an important birthday, like turning 50 years old. If you would like Profiles to enter the flow once the date of this Attribute reaches a new decade (every 10 years from the date in the Attribute value), select the Only on Milestone birthdays button.
To change the listen node settings, click Edit. Read more about the listen node...
2. Email node
With the Email node, you'll send emails to Profiles who enter the node. Click Create a new email to create the email that will be sent.
If you would like some more information about the Email Editor, jump to this section.
Event Data Personalisation in Marketing Automation Emails
If you're creating an Email activity for an Email node in a Marketing Automation flow, you may notice a feature that's available only within that tool: Event data personalisation!
The inline text editor in the Text Element allows you to use Event data in your email, which in turn provides extra possibilities for personalised emails for those Profiles who enter your Marketing Automation flows. The Event data available here corresponds with the Event you chose in your Listen node.
These work just like Data tags above, simply expand the Event data drop-down in the inline text editor and select a data point from the Event in your Listen node. Read more about Profile data and discover all the possibilities.
3. End Flow node
The End Flow node signals an end to a specific path in a flow and assigns a value to each Profile that ends the flow.
Click Edit to see the node settings.
It is not mandatory to use the End Flow node at the end of your Marketing Automation flow.
Any flow without an End node still ends whenever Profiles reach the last node, however, the End flow node allows users to include information about the estimated profit or value that is assigned to each Profile upon completing the flow.
Enter a value under Edit estimated value and click Save.
To open, click Flow Settings in the Bottom bar.
In Flow settings you can adjust your preferences as to how many times Profiles enter your flow, excluding tags and set a specific time zone. Here's some information about Flow Settings. They're divided between General, Ecommerce, Consent and SMS settings.
Click Goals in the Bottom bar to add information about your Marketing Automation flow, and then click Save to keep your notes.
This feature can be useful for a lot of different cases:
- Remind all users in the account of what each Marketing Automation flow is meant to achieve.
- Write notes about any other existing Marketing Automation flows that this flow is connected to via a Change Flow node.
- Add information for other users about other APSIS One activities outside of the Marketing Automation tool that a flow is connected to, or depends on, like a Sign-up bar.
- Keep any details about the flow, like what use case or scenario it is meant to address, for easier troubleshooting by our APSIS Support agents.
Congratulations on creating your Birthday flow!
Now, let's have an overview of the flow. Check that all the nodes are correct.
Does everything look good? Click Activate.