About the Flow Canvas

Marketing Automation Flow Canvas

The Flow Canvas is where you will place, connect and organise the nodes of your marketing automation flow.

Continue reading below to find out more about everything you can do in the Canvas, or click an item on the left navigation to jump to a specific section of this article.

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Activity History

All Marketing Automation activities contain an Activity History log to make it easier for you to stay up to date with any changes made to your Marketing Automation flow.

Click an item below to expand.

View Activity History

How to view the Activity History log

To expand the Activity History, click on the Last saved timestamp under your flow's name.

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Activity History Contents

Activity History Contents

The Activity History contains a simplified version of all changes that make it easy to see which nodes or parts of the activity have been modified.

It also contains advanced, technical information useful for advanced APSIS One users and APSIS Support when troubleshooting your Marketing Automation activities whenever necessary. Expand Action Details below to learn more.

Here's a quick overview of the columns and their contents:

Date: The date the change was made.

Object: What was changed in your activity, whether it was a node, node connection or part of your Flow Settings.

Action: Whether the object was changed, updated, deleted, paused or activated.

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Action Details

About Action Details

When an object has been updated, you'll see a green arrow on the right. Click the arrow to expand.

These details are useful whenever troubleshooting your Marketing Automation flows, and are only intended for advanced users and APSIS Support agents. 

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Filters

About Filters

Filter the items in the Activity History log to make it easier to locate specific changes. Click on the Filters icon on the left to see all available filters.

You can filter by:

Object: What was changed in your activity, whether it was a node, node connection or part of your Flow Settings.

Action: Whether the object was changed, updated, deleted, paused or activated.

Date: The date the change was made.

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Listen Node

The listen node is the most important node 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. Take a look at this article for more information about Profile data.

Expand an item below to learn more about what you can do with the listen node:

Attributes

With the Listen node, you can bring Profiles into the flow by listening for their Attributes.

The node will bring Profiles into the flow whenever they match the Attribute you selected, but you may choose an exact timing for them to enter the flow. Read more about Attributes...

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To allow Profiles to enter the flow according to an Attribute, first choose an Attribute from the drop-down menu. The Listen node supports both default and custom Attributes.

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Depending on the type of Attribute, the configuration will vary. First name, last name, email address, country, etc. are good examples of text Attributes. Mobile and postcode are number Attributes, while date of birth is a date Attribute. If you would like to read more about Attributes, head over to this article.

Choose a type of Attribute below to read more:

Text

1. Choose a text Attribute from the drop-down menu.

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2. Choose a match type from the drop-down menu.

Equals: The value equals that which you input in the value field. For example, First Name equals "Johanna".

Not Equals: The value does not equal that which you input in the value field. For example, First Name ≠ Johanna.

Contains: The value contains that which you input in the value field. For example: Birthdate contains "1993".

Starts with: The value starts with that which you input in the value field. For example, Last Name starts with "J".

Ends with: The value ends with that which you input in the value field. For example, Last Name ends with "N".

Regex: This is used for regular expressions, which is a sequence of characters used to define a search pattern. However, using regular expressions is an advanced skill that requires background knowledge. Please refer to your development team, or consult a reference guide of your choice.

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3. Enter a value that the Attribute must match in order for Profiles to enter the flow.

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4. Under At, select a specific time to bring Profiles into the flow from the drop-down menu.

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5. Click Save.

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Number

1. Choose a number Attribute from the drop-down menu.

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2. Choose a match type from the drop-down menu.

Equals: The value equals that which you input in the value field. For example, First Name equals "Johanna".

Not Equals: The value does not equal that which you input in the value field. For example, First Name ≠ Johanna.

Contains: The value contains that which you input in the value field. For example: Birthdate contains "1993".

Starts with: The value starts with that which you input in the value field. For example, Last Name starts with "J".

Ends with: The value ends with that which you input in the value field. For example, Last Name ends with "N".

Regex: This is used for regular expressions, which is a sequence of characters used to define a search pattern. However, using regular expressions is an advanced skill that requires background knowledge. Please refer to your development team, or consult a reference guide of your choice.

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3. Enter a value that the Attribute must match in order for Profiles to enter the flow.

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3. Under At, select a specific time to bring Profiles into the flow from the drop-down menu.

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4. Click Save.

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Number with decimals

1. Choose a number with decimals Attribute from the drop-down menu.

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2. Choose a match type from the drop-down menu.

Equals: The value equals that which you input in the value field. For example, First Name equals "Johanna".

Not Equals: The value does not equal that which you input in the value field. For example, First Name ≠ Johanna.

Contains: The value contains that which you input in the value field. For example: Birthdate contains "1993".

Starts with: The value starts with that which you input in the value field. For example, Last Name starts with "J".

Ends with: The value ends with that which you input in the value field. For example, Last Name ends with "N".

Regex: This is used for regular expressions, which is a sequence of characters used to define a search pattern. However, using regular expressions is an advanced skill that requires background knowledge. Please refer to your development team, or consult a reference guide of your choice.

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3. Enter a value that the Attribute must match in order for Profiles to enter the flow.

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4. Under At, select a specific time to bring Profiles into the flow from the drop-down menu.

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5. Click Save.

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Date

1. Choose a date Attribute from the drop-down menu.

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2. Choose when to bring Profiles into the flow.

Select a number of days, weeks, months of years before or after the date Attribute for Profiles to enter the flow.

To bring Profiles into the flow the exact date in the Attribute, choose Today.

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3. Under At, select a specific time to bring Profiles into the flow from the drop-down menu.

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4. You now have two options:

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.

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5. Click Save.

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True/False

1. Choose a True/False Attribute from the drop-down menu.

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2. Choose Equals as Match type from the drop-down menu, then expand Value and choose one of the following:

True: the Profile's Attribute value is True. Profiles with True as a value will enter the flow. Those with False will not enter.

False: the Profile's Attribute value is False. Profiles with False as a value will enter the flow. Those with True will not enter.

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3. Under At, select a specific time to bring Profiles into the flow from the drop-down menu.

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5. Click Save.

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Tags

With the Listen node, you can bring Profiles into the flow by listening for Tags.

The node will bring Profiles into the flow according to a Tag, but you may choose an exact timing for them to enter the flow.

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To allow Profiles to enter the flow according to a Tag, you must first decide whether you want to bring Profiles into the flow based on whether they do or do not have a Tag.

The procedure for listening for Profiles Tagged and not Tagged is the same.

To bring the Profiles that contain a Tag into this flow, add a Tag under Profiles Tagged.

To bring the Profiles that do not contain a Tag into this flow, add a Tag under Profiles not Tagged.

 

1. Depending on whether you want the Profiles to match all or any of the following Tags, select an option from the drop-down menu. You may do this at any point while you edit the Listen node.

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2. Click on the drop-down menu to select a Tag previously created.

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3. To add multiple Tags, repeat the process above.

 

4. To create a new Tag, click Create new Tag on the drop-down menu.

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5. Enter the new Tag name.

To save the Tag, click Save. Otherwise, Cancel.

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6. To remove a Tag, click on the "x" icon on the Tag.

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Events

With the Listen node, you can bring Profiles into the flow by listening for Events.

The node will bring Profiles into the flow whenever they perform an action that matches the Event you selected, in real time. If you need a hand getting to know all the available Events and their corresponding Event data, take a look at this article.

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Listen for Events

1. Choose between the following Events to get started.

Website InteractionsChoose from a selection of Website Interactions such as Auto Collect, Conversion Events, and Order Events.

Response Data: Listen for Profiles as they interact with you Email tool and SMS tool activities, or as they move through your Marketing Automation flows.

Achievements: Connect your Listen node to an Achievement node, or create a new Achievement in the wizard.

Consent Timeline: Listen for Profiles who have previously given consent through Email, SMS, and Signup bar activities. 

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2. Click on the icon and expand the Event dropdown. 

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3. Expand the Event drop-down menu and select one from the list.  

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4. Expand the Activity name drop-down menu and select an activity from the list. You can choose up to 10 activities. Profiles who have a matching Event in at least one (1) of the activities will enter your flow.

Activities selected will show in the Activity drop-down, and can be selected and deselected with a click. If you only need to listen for a select number of activities, for example your last five Email activities, then manually selecting which activities to listen for is a quick way to increase the reach of your Marketing Automation flow. 

You can also listen for Events in any activities. This way, Profiles with a matching Event in any of the tool's activities will enter the Marketing Automation flow. Simply select Any from the Activity drop-down menu.

For example, to bring in Profiles that engaged in a specific link or CTA in any of your Email activities, then you can choose to listen for an Email Click in any of your activities. The Listen node will then listen for Email - Click Event from any and all of your previous Email activities listed in the drop-down menu. To narrow down the Profiles who enter, you can use the Match, Match Type, and Value to specify which link the Listen node will listen for. Profiles that have clicked on this link regardless of which activity will now enter your Marketing Automation flow. 

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5. Expand the Match drop-down menu to select a specific data point from the Event, like a specific URL or link title. Read more about Event data...

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If you pick a match, you must select a Match type as well (whether the Event data equals or contains a specific value, for example).

All URLs from links inserted into emails or SMS messages contain a unique link ID at the end. When specifying Profiles that clicked a link in your email, make sure to set up your condition to contain the original URL. For example: "Email - Click: url contains https://heartland.com/accessories/sunglasses".

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Enter a value for the Event data to match.

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6. Under Times, select how many times the Profile must have performed the Event in order to qualify.

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Tick the Within a time frame box to determine a time frame for the Event.

Enter a number under Amount, or click and drag the icon next to the input field, and select between minutes, hours, days, weeks, months or years.

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Ready? Click Save.

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Segments

With the Listen node, you can bring Profiles into the flow by listening for Segments.

The node will bring Profiles into the flow whenever they match the Segment you selected, but you may choose an exact timing for them to enter the flow.

If you edit a Segment after you've selected it on your node, the node will automatically use the latest version of the Segment. Read more about Segmentation...

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To allow Profiles to enter the flow according to a Segment, you must first decide whether you want to bring Profiles into the flow based on whether they do or do not match a Segment.

The procedure for both including and excluding Segments is the same.

To bring the Profiles that match a Segment into this flow, add an included Segment under Segment match.

To bring the Profiles that do not match a Segment into this flow, add an excluded Segment under Not a Segment match.

If you would like to learn more about how including and excluding Segments affects your activities, head over to Working with Segments.

 

1. Depending on whether you want the Profiles to match all or any of the following Segments, select an option from the drop-down menu. You may do this at any point while you edit the Listen node.

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2. Click Add included Segment to listen for Profiles who match, or Add excluded Segment to listen for Profiles who don't.

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3. Click on the Segment container and select a Segment from the list.

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4. To add another Segment, click Add included Segment or Add excluded Segment and repeat the steps described above.

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5. To remove a Segment, click on the "x" icon at the right end of the Segment container.

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6. Under At, select a specific time to bring Profiles into the flow from the drop-down menu.

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7. Click Save.

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Advanced

Advanced

Coming soon!

Expand the Advanced drop-down menu for additional options in your Listen node. These options are available when listening for Attributes, Tags and Events.

If you edit a Segment that has been used in the Advanced settings of your node, the node will continue to work with the version of the Segment from the moment you initially activated your flow. To use the latest version of the Segment(s) you edited, stop the Marketing Automation flow and activate it again.

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Here you can choose to include and exclude Segments as part of your Listen node settings. So, not only will the Listen node bring Profiles who qualify according to the Attribute, Tag or Event you selected, you can also narrow down those Profiles with Segmentation!

Depending on whether you want the Profiles to match all or any of the following Segments, select an option from the drop-down menu. Click Add included segment to bring Profiles who match, or Add excluded segment to bring Profiles who don't. Read more about Working with Segments...

Have in mind that this Segmentation will be applied on top of your Attribute, Tag or Event preferences, narrowing down the Profiles that enter your flow.

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Nodes in the Flow Canvas

Here's some practical information about working with Marketing Automation nodes in the Flow Canvas.

click an item below to expand:

Adding a Node

How to Add a Node

The listen node is always present in every Marketing Automation flow and it cannot be removed. So, if you want to add your first node, you will be adding it from the Listen node. The process is the same for all nodes.

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To add a new node, click the plus sign (+) on the bottom of any of the nodes, or on the connection between two nodes.

Choose between Channels, Actions or Integrations and select a node from the list.

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Editing a Node

How to Edit a Node

To edit a node, simply locate the node you wish to edit and click the Edit button.

Don't forget to save your changes!

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Deleting a Node

If you delete a node in a paused Marketing Automation flow, all Profiles currently present in the node will be removed from the flow. This will be reflected as an Event on those Profiles under Response Data. This cannot be undone.

Removed Profiles will still be shown as a part of the statistics in the Marketing Automation Report.

 

How to Delete a Node

To delete a node, you must locate the Delete button.

For most nodes, you will have to first click Edit.

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Then click Delete.

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But in the Email node, the Delete button is always on display.

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Connecting a Node

How to Connect a Node

To connect a node, click on the plus sign (+) of the first node and draw a line to the node you want to connect it with.

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Disconnecting a Node

How to Disconnect a Node

To disconnect a node, click the minus sign (-) on the line that connects the two nodes.

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Disconnected Nodes

About Disconnected Nodes

Make sure that all nodes are connected. If nodes are disconnected, Profiles will not move from one node to the other. Some nodes don't need to be connected to another, though, like the Email or Achievement node whenever placed at the end of the flow. Disconnected nodes count as incomplete nodes. See Incomplete Nodes below.

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To connect a node, click on the plus sign (+) of the first node and draw a line to the node you want to connect it with.

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Incomplete Nodes

About Incomplete Nodes in a Marketing Automation Flow

It's not possible to activate a flow that contains incomplete nodes. Disconnected nodes count as incomplete. Whenever you try to activate an incomplete flow, you will see the following warning:

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You may either complete or delete the incomplete nodes. To see the incomplete nodes, click Show nodes.

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By clicking on the arrows, you may toggle between all incomplete nodes, which will be highlighted in red.

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You may also delete the nodes you don't think are necessary in order to activate your flow. To learn more about how to delete a node, expand Deleting a Node above.

 

 

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