The Marketing Automation Canvas
In this Article
Navigate the Marketing Automation Canvas
Use the bar in the bottom of the canvas to activate, stop and pause the flow, find general settings for the flow, save it as a template, check node stats or note down your goals by using the bottom menu bar.
Activate, Pause and Stop
Activate
When you're done building the flow, activate it by clicking the green Activate button.
If you have nodes left unfinished or an email without an unsubscribe link we'll let you know which nodes need your attention.
Click Show Nodes to find out which ones.
Stop & Pause
Click the Stop button to stop the flow.
Choose between Stop or Pause.
By choosing Stop you will stop the flow completely and no new Profiles will enter the flow. Profiles already in the Flow will stop where they are and continue once you click activate. Use Stop if you need to change the Consent Settings.
By choosing Pause you will pause the flow meaning the Listen Node will continue to bring profiles into the flow but will keep them there until you hit activate again. Use Pause if you need to make design changes to an email or edit the flow path.
Flow Settings
In the General Flow Settings decide how many times a profile can enter the flow and if it should be within i timeframe, if profiles with a certain tag should be removed from the flow and set the Time Zone to match the time zone the flow operates in.
Save as Template
Easily save your Flow as a Template and use it another time. Give your Template a name and a description.
Goals
Note down the Goal of the Flow or any other details that help you and your teammates work together, like;
Remind all users in the account of what the overall goal of the flow is.
Note down what other activities the flow is connected to, like a form, another flow or a custom data source.
It also helps our Support Team troubleshoot if something goes wrong.
Node Stats
Once you have activated the flow, find the Node Stats tab in the bottom menu.
By clicking it, you can see the status of the profiles that are or have been in the node.
In the node: This is the number of the profiles in this Marketing Automation flow that are currently in this node.
Completed the node: This is the number of the profiles in this Marketing Automation flow that have completed this node, and moved onto the next one.
Left the flow: This is the number of the profiles in this Marketing Automation flow that left the flow while being in this specific node.
Click in the node or any of the options above to open the node. From here you can go to the full Email Report.
Move around in the Canvas
Move around the Canvas like it's a map. Use you mouse to roam free, or zoom in and out by using the +/- buttons in the top right corner. Return to the listen node by clicking the reset view button.
Working with Marketing Automation Nodes
Add and Delete a Node
The Listen Node is always present in every Marketing Automation flow and it cannot be removed. Create the journey from there, The process is the same for all nodes.
To add a new node, choose one from the left side menu. Simply, drag and drop the one you want into the Canvas. Once it's there connect it to
If you delete a node in a paused Marketing Automation flow, all Profiles currently present in the node will be removed from the flow. This will be reflected as an Event on those Profiles under Response Data. This cannot be undone.
Removed Profiles will still be shown as a part of the statistics in the Marketing Automation Report.
To delete a node, simply drag it out of the canvas and into the right menu
Customising Node Title
You can change the title of a node. This is a way to ease navigation in the MA flow when working with particularly complex flows, where the same node type appears several times. Or when working in different languages. Customised titles are visible in all user accounts.
How to Customise Node Title
To change the node title, open the node and go to settings. Click on the title to make the field editable and type in the new title. Erase the customised title to return to default generated text.
Not Reflected in Audience
Note that the customised title is not reflected in audience. When looking in exports and event data, use the Node ID to identify the node.
Disconnected and Incomplete Nodes
Make sure that all nodes are connected. If nodes are disconnected, Profiles will not move from one node to the other and it will not be possible to activate the flow.
It's not possible to activate a flow that contains incomplete nodes. Disconnected nodes count as incomplete. Whenever you try to activate an incomplete flow, you will see the following warning:
You may either complete or delete the incomplete nodes. To see the incomplete nodes, click Show nodes.
By clicking on the arrows, you may toggle between all incomplete nodes, which will be highlighted in red.
You may also delete the nodes you don't think are necessary in order to activate your flow. To learn more about how to delete a node, expand Deleting a Node above.