Engagement Map Tab engagement-map-tab
Engagement Map is represented through a series of trigger, filter, and flow cards. Clicking on each card reveals additional information.
Trigger Overview: This card shows the number of triggers in your campaign. Clicking on it reveals a card for each trigger, as well as a slide-out panel with the following information:
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Campaign the trigger belongs to
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List of trigger names
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Edit Trigger
Trigger Detail: This card shows the trigger name. Clicking on it reveals a slide-out panel with the following information:
- Campaign the trigger belongs to
- List of constraints associated with the trigger
- Edit Trigger
Filter: Clicking on this card reveals a slide-out panel with the following information:
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Campaign the filter belongs to
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Estimated number of people who qualify for the filter
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List of filters and their respective constraints
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Edit Filter
Flow Steps: If a Flow Step includes choices, this card shows the name of the Flow Step. Clicking on it reveals a slide-out panel with the following information:
- Campaign the Flow Step belongs to
- List of choice conditions associated with the Flow Step
- Edit Flow Step
Flow Steps: If a Flow Step does not include any choices, this card shows the attributes associated with the Flow Step. Clicking on it reveals a slide-out panel with the following information:
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Campaign the Flow Step belongs to
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List of attributes associated with the Flow Step
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Edit Flow Step
Flow Step for Execute and Request Campaigns flow-step-for-execute-and-request-campaigns
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If the Execute or Request Campaign Flow Step does not include any choices, the card shows the name of the campaign. Clicking on the card reveals a slide-out panel with the following information:
- Campaign the Flow Step belongs to
- Edit Flow Step
- List of attributes associated with the Flow Step
- “View List” button, which opens a list of campaigns that use the specific Request/Execute Campaign
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If the Execute or Request Campaign Flow Step includes choices, clicking on the card will reveal a slide-out panel with the following information:
- Campaign the Flow Step belongs to
- List of choice conditions associated with the Flow Step
- Edit Flow Step
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If an Execute or Request Campaign includes choices, clicking on the flow card will expand to show all choices in individual cards. Clicking on the choice card expands the campaign associated with the specific choice as well as reveal a slide-out panel with the following information:
- Campaign the choice belongs to
- Edit choice
- List of choice conditions associated with the Flow Step
- View list, which opens a list of campaigns that use the specific Request/Execute Campaign
Visualizing a Nested Execute Campaign visualizing-a-nested-execute-campaign
Execute campaigns run in series with the parent campaign. People that qualify for an executable campaign complete all Flow Steps from the campaign and return to the primary campaign to continue through the Flow Steps of this campaign.
Below is an example of a Smart Campaign, “Campaign A,” which includes an execute campaign Flow Step. Think of “Campaign A” as your primary campaign.
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Clicking on the execute campaign flow card expands to show details of “Campaign B”.
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“Campaign B” includes a filter that splits the audience into two groups: qualified and not qualified.
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A qualified audience goes through the Flow Steps associated to “Campaign B.”
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All audiences (qualified and not qualified) return to “Campaign A” and move on to the next Flow Step.
You can click on the Execute Campaign Flow Step in “Campaign B” which will expand to show the choice cards and campaign associated with each choice.
Visualizing Request Campaign visualizing-request-campaign
Request campaigns run in parallel with the parent campaign. People that qualify for a request campaign complete all the Flow Steps from the campaign and then exit the campaign. Concurrently, the same set of people go through the Flow Steps from the primary campaign.
Here’s an example of a Smart Campaign, “Campaign A,” which includes a request campaign Flow Step. Think of “Campaign A” as your primary campaign.
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Clicking on the request campaign flow card expands to show the details of “Campaign B”
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“Campaign B” includes a filter that splits the audience into two groups: qualified and not qualified.
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Qualified audience goes through the Flow Steps associated to “Campaign B.”
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At the same time, all audience moves to the next Flow Steps in “Campaign A.”
You can dive deeper into your nested campaigns if any of the Flow Steps include another request campaign by clicking on the flow card to view the details of the campaign.
Here’s an example of a request campaign with choices.
Error Handling error-handling
Errors in Smart Lists and Flow Steps are highlighted via a red icon in the card. Additionally, a corresponding error message is reflected in the slide-out panel.
Warnings in Smart Lists and Flow Steps are highlighted via an orange icon in the card. Additionally, a corresponding warning message is reflected in the slide-out panel.
Below is an example of a warning in a Choice card which shows in the Execute Campaign flow step card, slide-out panel, and the Default choice card.
Errors in filter cards can include:
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An error in the Smart List which will result in a qualified audience not being shown
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An error in the filter logic
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An error in constraints (or lack thereof) in one or more filters
