The 'Action' element in Custom Flows will allow you to choose how to engage the customer in the path.
In Custom Flows you will find 5 types of action:
Sending an email
Displaying a pop-up
Assigning a tag to a customer
Removin tag assigned to customer
Sending aWhatsApp message
Let's now go through each of these actions.
Action - send an e-mail
With this action, you can engage the customer by sending them an email message of their choice.
1. Click on the plus icon
2. Click on action element
3. Select an email design from the list
Only creations saved directly in Custom Flows will be visible in this list. You can manage this list under Custom Flows -> Emails design.
If you want to use a particular message you send in a standard automation scenario or in a marketing campaign, copy the message design and then paste it into Custom Flows.
How do you copy a message? Click here for instructions.
4. Or create a new design by clicking the button
Action - display a pop-up
It is also possible to display a pop-up on a selected page within Custom Flows.
1. Click on the plus icon
2. Click on the action element
3. Select a pop-up design from the list
Analogous to the send message action - only pop-up creations saved directly in Custom Flows will be visible in this list. You can manage this list under Custom Flows -> Pop-up design.
For pop-ups, it is currently not possible to copy the creative used in the Onsite -> Custom Pop-up section.
4. Or prepare a new design by clicking the button
Action - assign a tag to the customer
With this action will allow you to tag users with selected tags and therefore segment your audience groups.
1. Click on plus icon
2. Click on action element
3. Select a tag from the list
If you do not see the tag you are interested in in the list, make sure that the tag exists in the system. You can check this under CRM -> Tagged. You can also create a tag manually there.
Action - removing tag from customer
With this action will allow you to removing tag from users.
1. Click on plus icon
2. Click on action element
3. After choosing removing tag, select this tag from the list
Action - send a WhatsApp message
With this action, you can engage the customer by sending them aW hatsApp message of their choice.
1. Click on the plus icon
2. Click on action element
3. Select a WhatsApp template
Only creations saved directly in Custom Flows will be visible in this list. You can manage this list under Custom Flows -> WhatsApp design.
Do you need additional help?
If you have any additional questions about working with Custom Flows in edrone, please contact us at hello@edrone.me.