The Flow Builder can be found in the menu under Automation. For superuses, Automation is shown by default. The other users will only see this if they have the rights to do so.

All actions take place within one campaign within a MailPro environment. Combining multiple campaigns (for example, making a contact from the newsletter a member of another flow from another campaign) is not possible.

 

Create a new flow

Click on the Create flow button, after which you will go to the first step of creating an automation.

Give the flow a name and enter a description.

 

Group(s)

Under Group, select one or more groups that a contact must be in as a condition to enter this flow.

For example: in a welcome campaign, you choose each contact to end up in the Subscribers group. It is also possible to create a new group, which you will find in the Contacts menu.

Other examples: group with participants of a specific event, group with employees, group with all English-speaking customers. For the last option, language, you can also use filters per step in the flow builder. This way, you can include several languages in one flow.

 

Start flow

Various options are possible as a starting point for this flow.

Start flow: On a fixed date

The flow starts at a planned time. All contacts currently in the group are included in the flow. The group for this flow is therefore fixed.

Relevant starting point for: an invitation campaign or information in the run-up to an event.

 

Start flow: Periodical

If you select this starting point, the flow will start for the selected group every period. You choose the period yourself: specific day, specific month, every day, every month. For the last two options, leave the * (any) option selected in the dropdown menu.

Uncheck days of the week if you do not want the flow to start on those days, for example on the weekend.

Setting an additional filter is optional. You can also add this per flow step in the flow builder. No filters? You can set this via the menu Send > Filters.

Relevant starting point for: notification that the weekly offers are live on the website.

 

Start flow: As soon as a contact is added to the group

The flow starts as soon as the contact ends up in the group you selected earlier on this page. You can only select 1 group. For example, after you have imported this contact, or as soon as a contact has registered for an event.

Excluding one or more groups is not possible in this step. Then first choose a “net group” that includes everyone who meets the correct criteria. In the next step, you set a suitable filter for each flow step.

Relevant starting point for: welcome campaign, registration confirmation for an event, educational campaign.

 

Start flow: Based on a specific date in a database field

If you select this starting point, the flow will start if the date in the database field matches “today”. The frequency of matching is every day (this cannot be changed). You must select one, but can select multiple groups for which this flow applies.

No database fields available? You (or your superuser) can add this in the Setup > Campaign > Database fields menu. This field must be date type.

If desired, you can also start the flow before or after the date. For example, if you want to have a wish list drawn up prior to a birthday, or if you want to send an evaluation after completing a course.

Relevant starting point for: birthday campaign, customer relationship anniversary.

 

Start flow: When a contact matches filter

The flow starts when a contact meets the value(s) of a filter. This check is done daily at the set time. Important: a contact can only match a filter once. So the flow only starts for this contact when it meets the filter for the first time.

Relevant starting point for: confirmation for an event, white paper download.

 

Should a contact be able to start this flow multiple times?

This is the last choice of this page.

If On (blue): A contact can end up in this flow an infinite number of times, as long as it meets the Start flow criteria. Handy for a birthday campaign.

If Off (gray): A contact will end up in this flow a maximum of once. Handy for a one-time discount code after subscribing to the newsletter.

By finishing this step, you will be guided to the Flow Builder.

 

Next step: build the flow in the flowbuilder.