Birthday flow

 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 Data Sections; this, however, is an admin user task to perform.

Click on the corresponding links to jump to the Admin Users or Audience article.


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.




Continue scrolling through this article to follow through every step.

Click on a step on the left side navigation to fast-forward.




This is the very first step of the Conversation Wizard. All fields marked with an asterisk (*) are mandatory. Let's get started!



Flow Details

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. Choose the Consent list and Topics that you would like to associate with this flow. After you choose a Consent list and Topics for this activity, they cannot be changed.



4. Click Next.




Flow Canvas

Here's an overview of each step you must complete in order to get your Birthday flow going.





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.

To change the listen node settings, click EditRead 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.




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.




Flow Settings

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.

To open, click Flow Settings in the Bottom bar.



Click on an item below to expand:



These settings will allow you to decide how many times profiles can enter the flow.

The entry limit for Profiles in this flow is set to 1 by default.



Since this is a Birthday flow, you only want to allow profiles to enter the flow once a year. We suggest you keep the default setting.


 Removed profiles from a paused flow

When activating a paused flow, you get the choice of removing the profiles from it. If you do, not only will they still be a part of the Report, but they will also be able to re-enter this Marketing Automation flow after you activate it again.

This means that, even if you limited the number of times profiles can enter the flow, those who were removed from the flow when reactivating will be allowed in once more.


Remove Tagged

Remove Tagged

It's possible to set up a rule that will remove from the flow all profiles that are tagged at any point in time. Regardless of where they are in the flow, or when they're tagged, if you set up this rule you may remove them from the flow.

Note that the profiles will not be removed immediately when they are tagged, but rather when they leave a node. This means that profiles will enter the Listen node and then be removed. They will also be a part of the statistics of the Listen node.

For example, if a profile is tagged while on a Timer node, the profile will remain in the Timer node according to its settings. If the profile is still tagged when it has completed the Timer node, it will be removed from the flow. If the profile is not tagged anymore by the time it completes the Timer node, it will remain in the flow.

Click on the drop-down menu to select an existing tag.



To create a new tag, click Create new tag



Enter the name for the tag and click Save.



Time Zone

Time Zone

You may adapt this marketing automation flow to a specific time zone. This is particularly useful whenever creating flows that will affect profiles who reside in other countries.

Select a time zone from the drop-down menu.



When ready, click Done.






Congratulations on creating your Birthday flow!

Now, let's have an overview of the flow. Check that all the nodes are correct.


Final step

Does everything look good? Click Activate.





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