Adding a block
👉 To add more elements to your strategy, you can click on the plus icon.
Once clicked, the right pane opens up with the list of options.
- Add If/Else Branch
- Add Time Delay
- Send Email
- Send SMS
- Send Offer
- Send Survey
👉 You can add multiple blocks one after the another or in between by clicking on the plus icon.
👉 Adding an if/else branch block
Adding a branch creates two distinct customizable parallel paths in your strategy. You can use branching to reach out to your customers in different ways. If the branching condition holds true, eligible customers follow the Yes path, and the rest of the customers follow the No path. Do mention the time within which you wish the event should happen.
👉 You can add blocks on the Yes and No path as per your flow.
Adding Time Delay block
👉 Adding a delay creates a waiting period between the previous block and the next block. You can set a delay of days, hours, minutes, or any combination of these. If blocks are back to back without delay, then they occur sequentially without any wait if they qualify.
Adding Send Email block
👉 Send an Email to engage with your customers. You can choose from existing email templates or create a new one.
👉 To send an email, you need to input the Email Subject and choose the Email template. You can choose from pre-created templates by clicking on Attach template or create a new one from scratch by clicking on Create new template button
👉Click on Save to attach the template. You can review the template by clicking on the template name and edit it again if required.
Adding Send SMS block
👉 Send SMS to engage with your customers. You can choose from existing email templates or create a new one.
Adding Send Offer block
👉 Increase your sales, gather attention and enhance customer engagement by sending offers. You can choose from existing offer templates
👉 To send offers, you just need to choose from the pre-created offers in the Offers screen. The offers which are in Draft status and have email or SMS templates attached will be visible here. You can browse through the list of offers and click on View summary to refer to it.
👉 In one click you can attach an offer and add it to your campaign.
👉 Editing and Creating an offer will be coming soon
Adding Send Survey block
👉 Understand how your brand is perceived by customers. Send a survey to know what is going well and gather insights on how you can improve based on the feedback.
To send a survey, you need to mention:
- Survey Email Subject
- Survey Template. You can browse through the list of pre-created templates.
End of a Campaign flow
👉 The end flag marks the end of the strategy. This signifies that last step and further this, no processing is involved
Edit a block
👉 To edit a block, click on the edit button in the three dots menu. The right pane will open up where you can change the configuration
Clone a block
👉 To clone a block, click on the clone button in the three dots menu. The canvas will show you the valid places to clone. Choose a place by clicking on it and the block will be cloned. If you wish to cancel the operation, you can click on the cancel button on the right top.
Moving a block
👉 To move a block, click on the move button in the three dots menu. The canvas will show you the valid places to move. Choose a place by clicking on it and the block will be moved to that place. If you wish to cancel the operation, you can click on the Cancel button on the right top.
Deleting a block
👉 To delete a block, click on the delete button in the three dots menu.
Deleting branching block - You can delete:
- Delete the condition block along with the Yes path block. The No path block gets appended to the parent of the condition block
- Delete the condition block along with the No path block. The Yes path block gets appended to the parent of the condition block
- Delete condition block along with all child blocks
Deleting other blocks -
- Delete this - This will delete only the specific block and rest of the blocks below get appended to the parent of deleted block
- Delete this and all after this - This will delete the selected block and all other child block attached below the selected block
👉 Adding a note - You can add a note for your own reference by clicking on add note button in the three dots menu. After typing your note, click on save.
👉A block that has notes attached will be shown. The note is only for your reference and is not shared with customers.