Meet the Visual Stream Builder

Streams is taking a giant leap forward with the new Visual Stream Builder!

Released in January 2019, Streams gives you the ability to measure a set of campaigns as a group and compare them either to a second set of campaigns or to a super control group.

Starting this version, building streams becomes easier, more intuitive, and much more powerful.

The new Visual Stream Builder allows you to:

Create interconnected campaign flows that use relations, conditions, and rules, with an intuitive drag-and-drop canvas.
Build many short flows of campaigns, such as welcome flows, seasonal strategies, and win-back flows, while leveraging Optimove’s AI-powered prioritization and exclusion framework to move customers between streams and maximize customer lifetime value.
Measure the uplift of any stream, and the individual campaigns inside each treatment.
Preview your stream’s flow before execution to get a better sense of the customer’s path through it.

In the future, the Visual Stream Builder will be combined with real-time campaigns allowing you to create flows consisting of both real-time and scheduled campaigns.

Read more on how to create a stream using the new Visual Stream Builder, or watch the video below.

> Video Transcript

Welcome to this overview of how to build a stream using the Visual Stream Builder.

To build your stream, start by navigating to the Manage Streams page. Then, click on “Create New Stream”.

Select the KPI you are trying to improve and set it as the Stream’s objective. There are two types of objectives you can choose from:

1. Lifecycle Stage Migration

2. KPI

You can either choose a custom goal based on one of the two objectives or pick one of Optibot’s recommendations.

For this example, let’s choose to improve our “Net Cash” KPI. Once you’ve selected the stream’s objective, the next step is to define the stream’s settings. Name your stream. Define a date range.

Name the individual treatment in your campaign – in our case, we’d like to see if our onboarding series influences net cash among users who received the flow versus users who haven't. Let’s call treatment A “Welcome Series” and treatment B “Control”.

Set a percentage of allocated customers for each treatment, we set 90% to treatment A and 10% to be our super control group.

Click “Create Stream”.

Now, let’s set the stream’s target group. Since we are building a welcome series, let’s choose our New customers.

The stream is automatically split in two, with traffic allocated as defined in the Settings phase. For us, that means 90%, and 10%.

Click and drag an arrow from the circles located to the right of each treatment to start a flow.

Click on the channel to open the campaign’s details just like in the campaign builder.

Finish setting up your campaign and include a test and control group for individual campaigns.

We recommend having a control group for every campaign within a Stream, so you can later analyze each individual campaign in parallel to the overall stream analysis, and click Apply.

Make sure you click “Save” when making changes – the canvas is not saved automatically.

You can set up the stream’s recurrence in the top bar by toggling the switch ON.

Keep editing the flow and add Flow Controls [show] or Split Points.

Make sure to have an “exit point” at the end of each flow.

Once ready, click activate.

To learn more about Streams creation and the Visual Stream Builder capabilities, we recommend reading through the Smart Orchestration category in the Optimove Academy.

Optimail

Improve Collaboration with Email Commenting

Collaborate with your team members and comment directly within the Visual Editor using the new commenting capability!

To comment and tag team members, just click the comment icon available in the lower right-end corner, directly below the selected block’s outline. Email notifications will be sent to tagged team members as well as for any new comment added to the thread.

Track and Trigger

Immediate Roll-Out of Template Changes

You no longer have to wait for the daily update to occur for your triggered email templates to be updated. From now on, changes made to a Triggered campaign’s template take place immediately.

QA Triggered Campaigns using “Campaign Triggered” Event

You can now QA your triggered campaign to make sure it triggers successfully using the newly added event “Campaign Triggered.”

Triggered Campaign Explorer

Improved Visual Representation of Occurrence Dates

The occurrence calendar Gannt has been updated, and now you can easily spot the days your triggered campaigns are scheduled for, as follows:

Today’s date – the entire column is highlighted in pink
Weekends – greyed out
Days that the triggered campaign is scheduled for – dark gray
Past days that the triggered campaign was scheduled for – light gray
Days that don’t have the triggered campaign scheduled for – white