7.2.23.4 How to set up our Campaign Builder for flow usage

Version

2.165.4

Challenge

How can you set up the Campaign Builder in a flow to seamlessly integrate with various processes and ensure consistent user experience for actions such as clicking "Next" or "Save"?


Solution

To be able to manage how the Campaign Builder works when it's used in a flow, we are working on controlling how customers can move through the flow. And we have made the following changes to the flow: the "Save" button now functions like the "Next" button.

Watch this short video to see how the Save button works as a Next button when you're making changes and leads you to the "Finish" button:

How to set up Campaign Builder flow usage

In setting up New Flow variable was added: Flow Actions. It has a default value of false.

  • To activate this option, set Flow Actions to true.

How flow buttons are behaving in Campaign Builder with Flow Actions activated/ deactivated:

  • when the Flow Actions are set to true: when pressing Save in the Campaign Builder, the flow goes to the Next screen

  • when the Flow Actions are set to false: when pressing Save in the Campaign Builder, the flow doesn't go to the Next screen

IMPORTANT: please remove or do not use the regular "Next" or "Finish" buttons when using the Campaign Builder on the same screen, because you can't control the buttons on the flow screen.