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Selecting the Flow

Updated on August 4, 2022

Finally, the marketer can select the Flow they want to use in their Outbound Campaign. The Flow determines the means in which the Outbound Campaign content (i.e. action) will be sent to the customers.

Pega Customer Decision Hub

In the current release, the Flow is also represented by the Action rule and is, therefore, coupled to the Action card. However, the Flow card displays flow-centric information and provides a different view to the marketer. The Flow card in the Outbound Campaign canvas displays the currently selected flow and its details. Initially, this card is empty as shown below:

Marketers can click anywhere in the card to launch the Configure Flow dialog. This dialog presents the twenty most recently updated actions in the system. The View more results link at the bottom of the list enables users to load the next twenty actions. Users can also utilize the search box to search for actions by name or description. The Refresh link refreshes the list of actions, retaining any search criteria that was previously entered.

Each flow is represented by a card in the list.

This card contains the following details about the action and its flow:

  1. Action name. Users can click the name to open the Action rule.
  2. Action description
  3. Channels utilized by this action. Each channel is represented by its icon. Supported channels include Email, SMS, Passbook, Push Notification, and File/Database.
  4. When the action was last updated
  5. Flow
  6. Draft status of the action – “Draft” icon appears if the action is in draft mode

Users can view the flow in more detail by clicking on the flow. This opens the flow in a modal window (as shown below). Clicking anywhere outside the modal closes the flow view.

Users can select a particular flow by clicking on the corresponding card. To complete the selection process, click the Add button to denote the selected Flow as the Outbound Campaign Flow. The Flow and Action cards are updated to reflect the selected action. The Delete link in the bottom right corner of the Flow card (in edit mode) allows the user to remove the selected action or flow. They can then select a different action or flow using the process outlined above.

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