The Visual Stream Builder consists of three main components:

The top bar
The right panel
The canvas

This article covers each element in the Streams Visual Builder and its functionality.

Top Bar

The top bar displays the final settings set for the stream (e.g., recurrence, frequency), and provides options to save and activate your stream.

Save Button

Edits to the canvas are not saved automatically. Save your canvas regularly to make sure you don’t lose any changes.

Activate Button

Click on the Activate button when you are ready to run your Stream. Upon activation, Optimove will create Target Groups and campaigns according to the flow set in the Visual Stream Builder. Please note: after activation, editing is limited to only these specific fields.

Right Panel

In the right-hand panel, you can find all the tools you need to build your Stream.

Campaign Building Blocks: all the components you need to build your campaigns, e.g., execution channels, flow control, and splits
Stream Settings: name your Stream, set up your Stream objective, define the analysis range, and outline reoccurrences
Notes and Tags: Log campaign information for cross-functional collaborations and leave tags to easily find campaigns in Mission Control
Activation Checklist: check all settings and rules are set up and valid in order to activate your Stream

Campaign Building Blocks

There are three main component categories: Channels, Flow Controls, and Split elements.

Channels

Every campaign execution channel that is available on your site will appear as a channel. To use a channel in your Stream, drag and drop the channel from the left bar into the canvas or select the channel from the end of an arrow.

You can always add an additional channel under the same channel element to turn your campaign into a Multi-Channel campaign.

Flow Control

Flow control is used to elaborate the campaign flow rules and add delays or exit rules.

Wait Until Date

This Flow Control is mandatory to set up a specific date on which the next campaign will be executed or to set a follow-up campaign on the same day.

Ensure that there is a "Wait Until Day" rule added between your flow's campaigns so that the next one will take place on the defined date.

|| Please note:

The days added in the 'waiting period' are not added to a campaign's Duration.

For example, if the campaign's duration is 2 days and the waiting period added is 1 day, the next campaign will be executed after 1 day.

Exit

The endpoint of your stream flow. Each stream must end with an Exit point.

Split Elements

Split elements allow you to create decision points in your Streams. You can split your Streams based on customer response, attributes, and events.

Split by Response

Split your Streams based on whether a customer performed a required action.

You have two options when using response splits:

a) Based on the Stream's objective

If you choose “Lifecycle Stage Migration” as your Stream objective, the KPI of each campaign included in the Stream will be, by default, the site’s predefined KPI.
If you choose “KPI” as your Stream objective, the KPI of each campaign included in the Stream will be, by default, the KPI that was defined as the objective.

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b) Based on Engagement Activity

You can also personalize journeys based on how a customer has responded to a campaign, such as “Email opened,” “Link in an email was clicked,” and "Push opened." This is now available for ALL channels (not just native).

If you want to target customers who interacted with campaigns from third-party execution channels, you need to report the campaign metrics to Optimove via API. Read here to learn how.

But be aware that due to iOS 15 Privacy Changes, Email opens have become less reliable, and Optimove suggests that users split responses based on 'revenue gained' / another KPI or 'link clicked' instead.

Split by Attribute

You can split your stream based on customer attributes. For example: split based on whether the customer’s last activity was two days ago.

Each Split has “Yes” and “No” options. Based on the split action you determine, Optimove will automatically allocate customers to the “no” option (for example, customers who didn’t make an activity two days ago), so you will not need to define it manually.

Merge Flows

You merge two or more components (splits, campaigns, and/or flow controls) within a treatment back into a single flow control, split element, or campaign.S

Stream Settings

Define your stream’s objective, analysis range, and recurrences. This option is available only when the Stream’s status is set to “draft.”

When the Stream’s status is “Scheduled”, only the analysis range can be modified.

When the Stream’s status is “Running”, only the end date can be modified.

Stream Recurrence

Set the recurrence of your Stream to configure when the campaign flow should start (every day, every Monday, every first of the month).

By default, your Stream recurrence is set to "OFF". To define a recurrence for your Stream, toggle to "ON". Turning the recurrence “ON” will enable Optimove’s Control Group Optimization for individual campaigns.

You can define a Frequency Cap for your Stream to limit the number of times a customer may enter a Stream. Once defined, a relevant Campaign History criterion will be added to the Stream's Target Group.

Notes and Tags

Leave comments, notes, or any information you need your colleagues to know when you create and monitor their Streams, helping improve cross-functional communication.

Additionally, add Tags to categorize your campaigns. Once a tag has been added, you can use the “Tag” filter in Mission Control to easily find specific campaigns.

Activation Checklist

The checklist helps you make sure your flow is valid and notifies you if any changes are required. You will only be able to active a Stream once all validation issues are resolved.

Canvas

The canvas is where you plan your entire Stream by dragging and dropping Channels, Flow Controls, and Split Elements; add or edit Target Groups; and get a full view of the strategy you've laid out.

Target Group

Set the Stream’s Target Group by selecting "Select Reference Group/Criteria"

Treatments

The Stream is automatically split into two treatments, with traffic allocation set as defined in the settings phase (in our example, 90% and 10%).

To define your treatments, click on the treatments component in the Canvas. Then you can:

a) Name your treatments

b) Set a percentage of allocated customers for each treatment

Delete Items

Hover over an item to delete it.

Exit Criteria

Click “Exit Criteria” to define a Target Group to be used for the automatic removal of customers who answer its criteria. These customers will be removed from the entire Stream flow.

For example:

Upon saving your Stream, the Exit Criteria Target Group will be created under the Stream folder, on the Target Group page. All of the customers who fall into the exit criteria Target Group will be removed from the Stream, and default criteria will be added to the Stream’s Target Group.

|| Note:

In order to merge components, all components must be on the same day of the Stream.
For example, you cannot merge a campaign ending on day 3 with a campaign ending on day 5. In this scenario, you would need to add a 2-day wait step after the campaign on day 3 before you merge the two components.
When merging components, circular references are not supported.
For example, you cannot merge a campaign at the end of the flow with a campaign that took place earlier.