Flow Targeting Overview

To drive more impact with your flows, make sure the flow is targeted to the right people, in the right place, at the right time. User targeting for your flows starts on the settings page. From there, you can define where you want your flow to display, the audience who will see it, and what happens upon the flow's completion.

This article covers: 

This information is also available in video form in the user targeting webinar.


Flow triggering

This section defines what should start the flow, and how often it should be displayed.

Defining when to launch the flow

The first set of options configures when the flow should be displayed to a user who qualifies to see it.

Options
  • When the user reaches the page (default): when a user reaches the page, Appcues will evaluate whether to show them this flow.
  • When an event occurs: flow should display when a specific event is sent to Appcues, using a client-side track call.
  • Only manually: for displaying a flow based on permalink or in a Checklist. Note: This will override all other targeting (frequency, page, and audience).

Defining how often to display the flow

The frequency options control how often users who qualify for the flow will see it.

Options
  • Show once: Once the user has seen the flow, it will not show again.
  • Show every time: The flow will show every time the user qualifies, even if they have seen it already.


Page targeting

See the page targeting guide for more on this section.


Audience targeting

The audience section defines who will see your flow.


Who should see this content?

  • All users: show this flow to all users in your platform.
  • Users in a segment (recommended): specifically target one of the segments in your account. We recommend segments because they allow you to create a more focused message, and you're able to get a sense of what messages are being sent to what segments.
  • Specific users: Narrow your audience down by User Properties, Events, Flow history, and Segments. These are all available by dropdown, for example:

  • Show only to my team: show your flows to teammates in your Appcues account (useful for testing). A user must be logged into Appcues to see flows when this is selected.


Goals

The goals section is where  you can measure the success of your flows, based on what users accomplished after seeing it.

Choose how to measure your success

  • No Goal: will only track views and completion of a flow. 
  • Choose an existing goalsaved goals will appear in a drop-down list in your flow settings. 
  • Define a new goal: create a new goal to measure.  When a goal is created from this screen, it will automatically be linked to the flow, and the goal results will appear on the flow's analytics page.  Learn more about how goals work and how to create them.


Flow completion actions

What should we do when this Flow has completed?

  • Redirect to a different page: will redirect your users to a separate URL, either inside or outside of your app
    • To redirect to a separate domain, enter the entire URL (starting with http[s]://)
    • To redirect within the same environment, enter the address after the domain (ex: if the flow is set to my.appcues.com and you'd like to redirect to the profile page, instead of my.appcues.com/profile, you can enter /profile)
  • Trigger Appcues content: will launch a separate Appcues flow. You can use this feature to link multiple flows together. 
    • Any flows you link must all be published live in order to be seen together
    • If the flow you are triggering is set to appear on a different page, you can use Redirect to a different page and Trigger Appcues content together

Curious how user properties, events and targeting work? 

In this webinar, we'll walk you through user properties and events as well as how to target them. We'll also touch on segmenting, flow targeting and goals within the Appcues dashboard. 

Check it out below!