Targeting by Flow
This article will cover targeting users based on their interactions (or lack thereof) with Appcues flows. Common uses include:
- Ordering multiple flows to show sequentially
- Showing a flow each time a user qualifies until they complete the flow
- Spacing the time between showing multiple flows
- Using flow targeting in lieu of event targeting
Flow targeting is available in the Settings of a flow:
Within the Audience section:
Ordering multiple flows to show sequentially
You may want your users to complete a set of flows in a particular order, most commonly for new user onboarding. For example, let's show a "Welcome" flow, "Add Tasks" flow, and an "Invite Users" flow in that order.
We can set up the second and third flow to show after the previous flow has shown. In the "Add Tasks" flow we target for the "Welcome" flow having been seen.
And similarly in the "Invite Users" flow we'd target on the "Add Tasks" flow having been seen.
Showing a flow each time a user qualifies until they complete the flow
You can make sure a user sees a flow until they actually complete it. For example, if we have a "Welcome to the demo app!" I can target within that flow to have the flow show if a user has not completed it:
And set the flow to "Show every time":
This way the flow will show every time until "has not completed" is no longer true, ie. the user completed the flow.
Note: this currently only works for Hotspot and Tooltips where we track whether the flow has been completed rather than simply seen.
Spacing the time between showing multiple flows
It's good practice to make sure your users aren't seeing too many flows. You can set a flow to show a set number of days after another flow was shown:
Using flow targeting in lieu of event targeting
If you don't yet have event targeting set up, you can create a workaround with flow targeting. For example, you can trigger a flow based on whether a user has "Invited a Teammate", which in this case is completing the "Invite" flow:
A few things to note...
Modals: any interaction is considered "completed".
Hotspots/tooltips: the user must view all before being considered "completed".
Our flow targeting asks you to specify which steps in the flow you'd like to target on. For instance if your flow is 2 modals followed by 3 tooltips, you can only target on the completion of `Flow 1, Step 2 (Tooltips)` or 'Flow 1, Step 1 (Modals).'
If `Flow 2` is targeted to users who 'completed' `Flow 1, Step 2 (Tooltips)`, only users who saw all the tips should be eligible for `Flow 2.`
We'd recommend targeting users who have completed `Flow 1, Step 1 (Modal)` instead of the tooltips to ensure they see the following flow.