How to create campaign flows, split tracks and merge them.
Karan Sharma
28 steps
46 seconds
Hubsell
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Navigate to your campaign flow creator
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Click here queue node
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Select your action type
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Once selected
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Click on "Create an action"
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To create a follow up, click on the new action.
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Click "Add follow up action"
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Select the delay and click on "Add new action"
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Select the criteria type
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E.g. Opens
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Choose condition, e.g. Opens: Yes
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Then select the action type. E.g. LinkedIn Connection Request.
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Click "Add follow up"
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To create a divergent track, click on the connector node (hexagonal).
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Click "add new action"
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Criteria cannot be changed since it's already selected for other track. But select the condition. In this case Opens: No.
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Click "No"
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Select action type. E.g. Email.
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Click "Add alternative action"
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Click here.
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If you want to merge two tracks based on some conditions, then hover over the action node and click and hold the + icon.
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Then drag and drop it on the node to which you want to connect it.
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Update the criteria.
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For example 'Accepts' of LinkedIn connection request.
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Select condition e.g. "Not Accepted"
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Click "Save"
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Here you can see how the track then connects to another track (shown with the dotted line).
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If you have any questions, just start a chat.