How to create a Flow on Track Revenue?
A Flow is a predefined destination path used on a campaign. They are useful for creating default redirects defined by paths set up by the user. The paths can be defined using preferred criteria (i.e. by Country, carrier, operating system etc) for each individual campaign and are useful for redirecting traffic to different campaigns, landing pages, URLs or offers. Preset flows can be used across multiple campaigns once they are configured to simplify campaign setup. This feature eliminates the need to manually setup the Redirect tab where preset Flows can be used instead to redirect traffic across multiple campaigns.
1. CREATING A FLOW
- Under the Flows tab -> New/Edit
- Enter your flow name and select Save. This will prompt you to the New configuration Note that the status of Flows will be set as Inactive until your default path is defined in the following steps. You will be able to enable flows once this is complete.
Paths are set target destination(s) for traffic received in a campaign.
There are two different types of Rules:
Default Rules do not have any traffic-targeting options. This is always required in a Flow.
Custom Rules target a particular destination based on the criteria set.
- Now you will be prompt to setup the path for your default rule. Under Edit Flow Rules, select New Path
The Default Path settings consist of the following:
- Destination Type: Direct to Offer, Landing Page, URL or Campaign
Tip 1: If selecting a Landing Page Destination, remember to pair each Destination LP with a Destination Offer before proceeding.
Tip 2: You can have any number or of paths for each rule.
- Weight: A path’s weight value is used to set traffic distribution. This is useful when setting multiple paths. The default weight is 1 for each path and will be evenly distributed across multiple paths unless edited by the user. This value can be edited at any time to the preference of the user for each path selected.
- Destination: You can now add your Landers and Offers to your path. Select your Destination path and assign a weight. The weight will be set as 1 by default. Alternatively, you can enable Machine Learn (ML) to optimize traffic to your predefined destinations. This will automatically disable your preset weights and our system will auto optimize your flows. Please refer to our ML activated Flows article for more information regarding ML optimization for your Flows (Will be made available soon).
- Select Save and your default rule will be configured
- You may add another path for your default path by selecting repeating the steps above under “+ New path”
- You can now view your default path on the left panel as shown below:
You can manage your Default Rule and any additional Rules under this panel. Simply select the named paths under each Rule to edit.
- Now you will be ready to configure your additional Custom Rules which enable traffic to be filtered to a particular destination based on specific criteria and values. Remember that Default Rules do not have any traffic targeting options.
- Click on New Rule and a new window will be prompt you to set up your new rule.
- Continue to name your rule under the Rule Name
- Select your Criteria type to which you would like to target your traffic (i.e. Traffic, Country, Carrier, Platform & etc). Each Criterion will be viewed as a branch on the side Flows panel. Toggle between the Matching and Not Matching button to filter your results as needed.
For this example, the ‘Country’ Criteria has been selected and a new drop down will prompt your selection. Select your preferred countries and press the > button to add to the list.
Tip 1: Hold down the Ctrl key on your keyboard to select multiple items on the list using your mouse.
Tip 2: You can add any number of Criterion.
- Repeat the steps outlined above for creating any number of New Path(s) for this rule. Click Save to create your new rule which will now be populated with your previously created Default Rule as shown below.
- Once your Flow is created, you may toggle the status Active or Inactive under status. Setting the status to active will allow traffic to be handled for the Path and vice versa. You can view your Active and Inactive flows which are populated under the Flow ‘List’ tab on the left panel.
2. ADDING FLOWS TO YOUR CAMPAIGN
Once you have configured your Flow and set the status to Active, you can add your flow to your campaign(s). You will have two available methods of linking your Flows to your campaigns.
METHOD 1: UNDER CAMPAIGN MANAGEMENT
- Under the Campaign tab, create a new campaign or edit an existing campaign where you will be adding your newly created Flow.
- Under Campaign Configuration, you can now select Flow under your campaign type.
- Continue with your campaign setup and you can now select your newly created Flow under the Select Flow
- Once you are done with your campaign configuration, you can proceed to update and Save your campaign.
METHOD 2: UNDER FLOWS MANAGEMENT
- Under the Flow List tab, select the Flow you would like to add your campaign(s) with the Details You will see the number of campaigns with each Flow under the Associated Campaigns column.
- Under the Manage Associated Campaigns panel, you can now select your from your campaign list and link your flow to your campaigns.
Tip: You can select any number of campaigns to link with your Flow.
- Once your campaigns are added to your Associated Campaigns, Save your Flow and it will now be active.
3. FLOW CLONING - SPLIT TESTING
Flows are also unique as they offer the option of cloning existing Paths which are useful for split testing amongst numerous Paths within a Flow. This saves time when setting up multiple flows tested across campaigns.
- Navigate through the Flow List and select the Flow you’d like to clone.
- Once the Flow configuration has been opened, select Clone and a new window will prompt you with the cloned flow. Set a Name and configure the remaining settings for the new Patch based on your preferences.
- Make adjustments to your any Criteria and Landing Pages/Offers to your liking in your Path.
- Save your changes to your Flow.