(Beta version) Defining a Flow within a New Look


Voluum offers you a beta version of the Flow and Campaign forms. Now,

within a Voluum look&feel,

you can add the flow and campaign entity in a consistent and balanced way

. Currently, it is available for testing to selected customers.


A flow is a predefined set of campaign destination paths. Flows are unique because they make it possible to have a specific redirect mode for each individual path.

 Moreover, while setting up the campaign's destination you can either use the flow as a fixed set of destination paths or use the flow as a template where the set of the destination paths can be further edited.

In the flow you will find different types of paths that might be added:
  • Default paths: They do not have any traffic-targeting options. In other words, there are no rules applied to them. There is always at least one default path defined for the flow - Voluum adds the default path entity automatically, you only need to define the landers/offers for it. For the default paths, you can select only offers or both, landers and offers.  
  • Rule-based paths: They enable traffic to be targeted to a particular destination based on specific criteria and values set.


Voluum Note: Defining the flow means that you provide a predefined set of campaign destination paths. To add the path, you need to select at least one offer. Therefore, defining the flow requires having at least one active offer in Voluum.

 

   Adding an offer

         

 Setting up a lander 



In order to define the flow in the Voluum platform, perform the following steps:


1. Sign in to Voluum.

2. Go to Flows. The Flows view will show up.




3. Click the New flow button. The New flow form will show up.

4. Provide a unique name for your flow.


Voluum Info: The name of the flow in Voluum is based on the following pattern:

  {country_label or Global} - {your_unique_custom_name}

You need to keep in mind that the {country_label or Global} phrase is added automatically by Voluum while saving the flow entity.


5. If you want the flow to be geo-specific, select the Country from the drop-down menu. Otherwise, leave the Global option selected.


Voluum Note:


  • Keep in mind that the country selection does not determine the traffic source geo-location in any way. 
  • This option determines which landers and offers will be available to select from the drop-down menus within a path setup. If you select one country, for example United States, all the landers and offers with the United States and Global country label will being displayed during selection.  
  • If the flow is intended for multiple geos, leave the Global option selected.


6. If required, change the value of Default redirect mode. The Default redirect mode value will be valid for the global setup of the flow. However, it is possible to have a specific redirect mode for each individual path.


To read more about the redirect mode options available in Voluum, go to the Redirect Modes in the Flow Setup article.


7. You have now set the global settings of the flow. Next, you need to define the paths that you would like to distribute your traffic to in your campaign funnels.

8. Define flow's paths. You need to define at least one default path for the flow.





Add a Rule-based Path



Adding a rule-based path is optional. In the Rules-based paths section in the campaign's form, you can define the paths where the traffic is targeted within defined constraints. For example, you might want to display your offer only on mobile devices, therefore you need to define this restraint as a rule in Voluum. Voluum offers you a variety of conditions that might be applied to your flows, therefore to your campaign funnels.


The below steps show you how to add a simple rule where you set the time constraints, however, the process of adding the rule is the same for all available conditions.



I. Add a Rule


To add the rule, follow the steps:

1. Click the Add rule button in the Rule-based paths section in the Flow form.The rule's detailed form shows up on the right-hand side.

1a. Provide a rule name. The rule name does not need to be unique, however it is worth adding a self-explanatory name because the name will be displayed in the flow form.

1b. In the CONDITIONS section select one of the tabs to target the traffic to a particular destination based on the added criteria.


Voluum Info: The available conditions in Voluum are categorized into topics and listed under specific tabs.


To illustrate how easily and straightforward you can set the rule in Voluum, go through the below steps that explain how to display the offer(s) from Monday - Friday, Melbourne time (UTC + 10:00).

i. Go to the CONDITIONS section and select the Time tab.

ii. In the Day of week section turn on the Is not toggle.

iii. Select S for Sunday (the first one) and S for Saturday (the last one) options.

iv. Select the (UTC+10:00) Canberra, Melbourne, Sydney option from the Time zone drop-down menu.

v. The selected criteria has been added to the path that you are now going to define.



II. Provide Path Details


Once the rule has been added, you need to define the path that the rule will be applied to. Firstly, you need to provide basic information to define the path:

1. In the Rule-based paths section hover over the New path subsection in the Flow form and, once it is highlighted, click it. The pop-up window with path's details shows up.


Voluum Info: Every time you add a new path, the default path's name is set to New path.



1a. Provide a name in the Path name field. The path's name does not need to be unique, however it is highly recommended to provide the name that will be clear to you in a further setup, even more when you define more path entities.

1b. If required, change the value of the Redirect mode. This value will be applicable only for the selected path and will not override the global value in the flow setup.

1c. Next, you need to define which offers and / or landers should fulfill the added requirement before getting displayed for your target audience. You need to define at least one offer while adding the rule-based path.

  • Offers: At least one active offer is required to add a rule-based path, but, you might add up to 20 offers to one individual path in the flow. If you need to add more paths, just simply duplicate the created path and add the offers there.


    • Direct linking:

      When you select the checkbox, the path will only include offers – all landers will be excluded. It is used to switch a path’s setup to include / exclude landing pages.

  • Landers: Obviously, you might also select landers to distribute your traffic, however those landing pages need to be defined beforehand. In other words, it means that the landing pages with adequate links to the offers (called Click URLs/ Multi-offer click URLs in Voluum) need to be set before starting creating the campaign entity. At that moment, you can only add the lander entity to Voluum, meaning such pages exist and visitors should be redirected through them.

To add the offer (lander), hover over the Select offer (Select lander) section and select the entity from the drop-down menu.
 


III. Set Weights of the Path and Offer(s) / Lander(s)


A path’s weight value is used to set traffic distribution – by percentage – when a flow has more than one default path. When multiple paths are created, they are automatically assigned a default weight value of 100. A path’s weight value can be edited at any time to redistribute traffic at an optimal ratio. This is usually done once the performance of a path has been accurately measured following the campaign’s test period.



Moreover, the weight value of 100 is assigned automatically to new paths along with any landers/offers added. When any additional landers/offers are added to a path, the ratio (%) of traffic distribution is automatically updated.


For each path, lander, or offer you can manually change the weight value. A weight value can use any numerical value. For example, if there are two landers, each with a weight of 1, traffic will be distributed at a 50:50 ratio. In the same way the offers' weight will be applied.


To manually adjust the entity's weight, click the weight value and provide its value in the field.





Add a Default Path



Default paths do not have any traffic-targeting options. A single default path is always required in the flow. To make the setup consistent, the default path is added following the same pattern as for the rule-based path except the rule configuration.



I. Provide Path Details

You need to add at least one default path where all traffic that does not match any criteria will be redirected to. If you do not want to add the rule-based path, all traffic will be redirected along the default path(s).


At first, you need to provide basic information to define the path.

1. In the Default paths section hover over the New path subsection in the Flow form and, once it is highlighted, click it. The pop-up window with path's details shows up.


Voluum Info: Every time you add a new path, a default path's name is set to New path.



1a. Provide a name in the Path name field. The path's name does not need to be unique, however it is highly recommended to provide the name that will be clear in a further setup.

1b. If required, change the value of the Redirect mode. This value will be applicable only for the selected path and will not override the global value in the flow setup.

1c. Next, you need to add the offer (lander), hover over the Select offer (Select lander) section and select the entity from the drop-down menu.


Voluum Info:  

If you have only offers in your campaign funnel, select the Direct linking checkbox. This will exclude landing pages from the campaign funnel.

 

II. Set Weights of the Path and Offer(s) / Lander(s)


The weight concept works in exactly the same way as for the rule-based paths. The automatic values of weights are assigned every time when the entity (path, lander, offer) is added. 


To manually adjust the entity's weight, click the weight value and provide its value in the field.







9. Once all the rules and paths, that you need in the campaign funnel, have been added, click the Save button. You have now defined the flow in Voluum.

















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