Program flows describe the sequence of events that consumers visit within a given program. When you launched your Extole program, you were shown a flow diagram depicting a typical consumer experience. Now, you can see that same flow diagram from within the My.Extole UI. Flow diagrams act as refreshers on how your program works and as intros to your program for team members who are less familiar with it. In this article, we’ll explain the differences between a program and a campaign flow, what you can do on the flow diagram pages, and how to access your flow diagram pages.
Program vs. Campaign Flow Diagrams
In the vast majority of cases, a program flow diagram and the flow diagrams for the campaigns in that program will be identical. A program flow diagram is a summation of all the steps that occur in any of the campaigns within a given program. A campaign flow diagram looks exclusively at the steps that occur in a given campaign.
Your program flow diagram may look different from one or more of your campaign flow diagrams if you are A/B testing the presence or absence of a step. For example, if Campaign A has an email capture step and Campaign B does not, the program flow diagram will display the email capture step, and will thus look different from Campaign B’s flow diagram.
View Program Page
Actions
Your View Program page is a great place to navigate to program sub-pages and take action on your program itself. From your View Program page, you can:
Rename your program if you haven't launched yet
Make your program the default program
Run a Burst or a Test within your program
Go to your Program Dashboard by clicking Stats, or go to the Programs page by clicking Programs
Manage your campaigns by clicking Manage in the Campaigns table
Edit the creatives of your campaigns by clicking Edit Creatives in the Campaigns table
Preview the assets of your campaigns by clicking Preview in the Campaigns table
Go to your Campaign Dashboards by clicking Stats in the Campaigns table
Access
There are a couple different places you can access your View Program page:
From the Programs page (read more about the Programs page here)
From your Program Dashboard (read more about your new Program Dashboard here)
Manage Campaign Page
Actions
Your Manage Campaign page serves as a way to navigate other campaign-specific resources. From your Manage Campaign page, you can:
View the specific data associated with a given event (e.g. partner_conversion_id on the Friend Converted event)
Run a Burst or a Test within your program
Go to your Campaign Dashboard by clicking Stats, or go to the Programs page by clicking Programs
Edit the creatives of your campaign by clicking Edit Creatives
Change the state of your campaign (Go Live, Stop, Pause) using the dropdown menu
Duplicate your campaign using the dropdown menu
Preview the assets of your campaign using the dropdown menu
Access
Your Manage Campaign page is accessible from the following areas of the app:
From the Programs page (read more about the Programs page here)
From your Program Dashboard in the Campaigns table (read more about your new Program Dashboard here)
From your View Program page in the Campaigns table
From your Campaign Dashboard (read more about your new Campaign Dashboard here)
Conclusion
Seeing the events your consumers visit when participating in your programs is a great way to understand everything that needs to happen for an entire program journey to be complete. Knowing all the necessary actions that your consumers need to take beginning with advocacy and ending with an outcome (such as an account opening or a purchase) helps you understand the places where copy, creatives, and incentives should be optimized.
If these pages are not enabled for your account and you'd like them to be, please contact your CSM.