Include "Snooze" / "Show later" option in a flow
This will cover how to create an option to snooze a flow through the use of custom buttons and tracked events.
This page has:
- Getting started
- Adding custom buttons
- Settings Updates
- Activating the events
- Targeting / Settings
1. Getting started
Core to setting this up is creating a decision point for the user. This is accomplished with a modals, slideouts, and tool tips at the start of the flow that includes the flow options. Everything else falls in line from there. Example:
2. Adding custom buttons
Each button on the first modal, slideout, or tool tip is a custom button.
The "Take the tour" button is set up like the image below.
- Action: Go to next step
- Track Event: [UniqueIdentifier_completed] ... the unique identifier should be related to the flow name so you can create a snooze button for multiple flows and be able to tell the events apart. We're calling it "completed" because this indicates that they at least started the tour and we are going to call that the same a completing it.
Optional: Dismiss forever button. Helpful if you want to let a user never see the flow again.
3. Settings Updates
Remove the "Skippable?" option. We need the user to be forced to use one of the custom buttons.
4. Activating the Events
The events you set up won't show up for targeting until they have been done at least once. Set the Trigger option in Settings to show "Only manually" and publish the flow. Once Published, grab the permalink.
From there you need to activate the flow a few times, and each time select a different option. That will make each of the events trigger. (note: might take a few minutes to make the round trip and show in the targeting options... patience young Padawan.)
5. Targeting / Settings
You can unpublish the flow.
Change the Trigger option back to "when user reaches page" and set to "show every time".
Then in Audience, and here's the fun part, use the Events to create this logic.
The flow will show until the user has clicked the "see tour" or "dismiss" button, as those will turn false when clicked and make the whole thing false forever. And if they click the snooze button instead, it turns that option false until enough time passes to be outside the "in the last X days" option, after which it turns true again and the flow will show if they haven't ever clicked "see tour" or "dismiss".
Dismiss forever note: if you don't have a dismiss forever option then the targeting is the same, just without that event logic. Then the only way to get the flow to go away forever is to click the "see tour" option.
"Completing" a flow. You don't need the "complete" event. If you don't have it, then you would set the targeting to show the flow if the second (or third or fourth...) step in the flow hasn't been completed/seen (depending on whether it's a tooltip or modal/slideout).