Creating, changing and publishing the Flow
In this article, we will explain how to create, change, publish and delete the Flow.
Creating the flow
To create a new flow, in Webpower go to the ‘’automation’’ tab and select > create flow. A flow can only be created in an existing campaign. A new flow is always made in an existing flow. In order to create a new flow, a number of settings are compulsory.
- Give the flow a name
- Select the group (or groups) that you wish to use in the flow
- Determine when you wish to have the flow started. Choose from three options. To read more about the differences between the various options, look at this article on the knowledge base.
Inserting content into the flow
You can insert content (emails and SMS) in the flow in 2 different ways. You can insert an existing email or SMS, but you can also create new content in the flow. You cannot complete the email there. You are only asked a name and language for creating the email. The actual editing of the email is done using the regular content editor of the content tab.
Changing the flow
You can change your flow using the automation tab in the overview screen. This is only possible if the flows haven’t been published yet, or by pausing the active flow and republish the flow after the changes. Be aware: pausing the Flow has consequences, we describe them below.To change the flow, double-click on the desired flow (or click once and then select change). You can change almost everything within the flow: from the basic settings to the modification of a single action. It is not possible to change the starting point of the flow. If you want to change this, you will need to create a new flow.
Checking the flow
Webpower checks various aspects of the flow in order to prevent errors. The most important checks are:
- Have the steps been linked to each other?
- Have all the steps been ”filled” with emails, filters, etc.?
- Does the flow not end with several links to the same steps.
Publishing the flow
Before you can publish the flow you will first have to close it. You will then get to the overview page at the automation tab. Click once on the desired flow and select ‘’publish’’. You then get to a new page in which the flow is checked for the last time. If an error has been found, you will not be able to publish the flow until this has been resolved. If there are no errors, you will see the overview page. This lists:
- The moment / the criteria on which the Flow starts
- The set groups
- The emails, SMS messages and filters that have been set in the flow
Check one more time to see whether everything is correct and then select ‘’Continue’’. The last thing you have to do is agree to Webpower’s anti-spam policy. Click on Publish Flow to publish the flow.
Unpublishing/Pausing the flow
- If the flow is paused, Webpower does not monitor the opens and clicks that come in at that moment. They can, however, be found in the statistics. Follow-up actions are only carried out if a contact opens or clicks after the flow has been published once more.
- The “wait x number of days” step of the contact is paused. If you publish the flow again, your contact still waits for the number of remaining days. Say that you have set a wait of 3 days: the moment that you pause the flow, 1 day has passed. If you then publish the flow again 2 weeks later, you will have to wait another 2 days before the action is carried out.
- When a paused flow is published again after the relevant date in a “wait until date” step, this results in Webpower skipping the flow action on that date.
- Statistics regarding emails already sent continue to arrive.
Deleting the flow
You can only delete a flow if it has not been published. If you want to delete a published flow, you first have to unpublish it and then delete it. You can delete by clicking once on the desired flow and then clicking on ‘’delete flow’’. When a flow is deleted you will lose all the statistics from this flow. All the contacts, content and filters from the flow, however, are not deleted. These remain available within the Webpower platform; only the flow is deleted. Of course, the follow-up actions within this flow will no longer be carried out for the contacts that had been in the flow. The contact will therefore no longer receive mails from this flow.