Creating Flows
Our Flows help you set up sophisticated visitor journeys that always pitch either the right question, or a perfectly personalized offer or opt-in.
If you’re used to traditional form tools, this new functionality is going to completely reshape the way you think about generating leads – even if it’s as simple as “stop showing opt-in forms when email subscribers are back on our site” (revolutionary, isn’t it?!)
What is a Flow?
If you’re used to more traditional form / lead generation tools, you’re used to:
- Creating a new form
- Designing the form
- Entering in content for the form
- Setting display trigger rules (i.e. show only on the home page)
- Setting submission rules (i.e. add a particular tag to the new contact)
RightMessage is a very different kind of “form tool” (if you can even call us that!) We’ve completely separated “what you’re offered” (like an opt-in form or ad) from “where you see it” (like a popup or sticky bar.)
Our Flow builder allows you to create sophisticated visitor journeys, where you can ask questions, make routing decisions, and pitch offers – fully backed by our advanced Segmentation Engine.
This means that things that would be pretty much impossible with existing form tools are easy with RightMessage (for example, only showing a particular popup if the visitor is both a known contact and tagged as a “Customer”.)
How Flows work
On every page view, we run every single Flow you’ve published. Visitors start at the top of each Flow, and work their way down.
If the journey leads to a question we don’t know the answer to yet, RightMessage will populate your Flow's widgets with a “Choose one-of-many” question selector.
Should the journey lead to an offer, your Flow's widgets will display a personalized offer, which can either be a lead generation / opt-in form, or a call-to-action that leads someone to a particular page.
If the journey leads someone to nothing (for example, you have nothing to offer or ask of someone who’s a returning customer), then nothing is shown to the visitor.
Each Flow has its own set of widgets. Additionally, widgets will never conflict – two exit popups, triggered from two different Flows, can’t show at once. So it’s important to make sure that you intentionally design your Flows to not conflict, otherwise a particular offer or question you’re expecting to show might stay suppressed.
We recommend most customers create a Flow (titled “Sitewide”) that drives a holistic customer journey across your entire website. For most, this is sufficient. However, sometimes you might want to create a separate Flow to target a particular product sales page (i.e. “Why are you interested in this product?”) – in those cases, just make sure that you’re ensuring your “Sitewide” flow doesn’t try to offer or ask anything on those pages that have their own Flows.
How to create a new Flow
To create a new Flow click on Flows in the RightMessage navigation. Then click + New to add a new Flow.
When you create your new Flow, you’ll enter our Flow Editor.
On the right is our journey editor, where you’ll be able to map out who gets offered or asked what, and when:
And on the left, you’ll see a list of things that you can use to build out your Flow:
On the "Widgets" tab, you can see all the widgets that house this particular Flow.
On the “Settings” tab, you can rename, duplicate or delete this Flow and also change the Metrics date range.
