Forum Discussion
Using Canvas for welcome flows
- 2 years ago
Hi deblock1376
Sounds like a big job! If you are using custom attributes for your lists and segments and would like to trigger a canvas from those, here is a way to do that.
I'm using our 'userType' attribute as an example but you can use any attribute you want.
When a user registers, have the attribute change to any value you choose e.g. a boolean such as from false to true, and then have the following as your trigger for the canvas:Alternatively, you could have the attribute update to a specific value such as 'registered' in which case your trigger would look like this:
From here, the canvas could continue on and send a welcome message or send only newsletters that are completed. For example, step 1 might be a welcome message and step 2 might trigger a separate campaign that sends a newsletter. This way you could slowly add to the canvas as new newsletters are completed and new users only get what has been completed to date.
I hope that helps but let us know if you need more help. 😊
Thanks, David! We ended up creating separate canvases for each newsletter so we can build specific flows for each. It is a lot of work, but once we get the groundwork in place we'll have Canvases that can be updated and added to.
- DavidO2 years agoStrategist II
Fantastic to hear. Grunt ground work can be important for future-proofing. I'm glad you've found a solution. 😊
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