Creating a New Flow Template Setting Up
Setting Up Anchor create create
| create | |
| create |
- Click Target in the top menu bar.
- Select Flow Templates.
- Click New Template, or,
To copy an existing action, click the Edit icon
to edit and create a similar template.
Creating a Push Template Properties
PropertiesAnchor push push
| push | |
| push |
- Select Push from the drop down for the Type of Flow Template.
- Type a Title (name) for your Push Flow Template.
- Select the appropriate Promotion Campaign from the drop down.
- Select a Course of Action for promo code management:
- Give existing promo code till not used: select this option to give the same promo code each time the visitor is targeted, until it the code is used.
- Give new promo code each time: select this option to issue a new promo code each time the visitor is targeted.
- Give existing promo code till not used: select this option to give the same promo code each time the visitor is targeted, until it the code is used.
- Enter your mobile platform(s). You can create Push messages for both iOS and Android.
- Select message type Image if you want to insert an image in your Push message.
- Enter the Text that will appear in your message.
Enter a Target URL, if you want to include a destination link.Status colour Yellow title optional
Enter a tracking value for Campaign Tracking Parameters to measure the performance of your campaign.Status colour Yellow title optional
Click on Open Testing Form to test your Push message.Status colour Yellow title optional - Click Save to add new Push Flow Template.
Creating an SMS Template Anchor SMS SMS
| SMS | |
| SMS |
Select SMS from the drop down for the Type of Flow Template.
- Type a Title (name) for your SMS Flow Template.
- Select the appropriate Promotion Campaign from the drop down.
- Enter the Text that will appear in your message.
Enter a Target URL, if you want to include a destination link.Status colour Yellow title optional
Enter a tracking value for Campaign Tracking Parameters to measure the performance of your campaign.Status colour Yellow title optional - Click Save to add new SMS Flow Template.
Creating an Email Template Anchor email email
Select Send Widget as Email from the drop down for the Type of Flow Template.
- Type a Title (name) for your Email Flow Template.
- Enter a Subject Line for your Email Campaign.
Select your email campaign template from the drop down.
Info Please contact RMC support for more information on how to create email campaign templates.
- Widget - select the recommendation widget that you want to include in the workflow.
Click on Open Testing Form to test your email campaign.Status colour Yellow title optional - Click Save to add new Email Flow Template.
Parent TopicPage: Targeting Actions