Adding Steps to an Engagement Flow

To add steps to an Engagement Flow:

1. On the Engagement Flow Details page, click Add Steps in the In Progress section.   
2. The Steps pop-up window appears, divided into two sections that can be configured as follows:
   • In the Step Config section, set the intervals for the steps to be activated.
     • Enter the Days/Hours/Minutes for this step. This would activate the Step to execute at the set Day/Hour/Minute.
        
     • Optionally, select either a specific time zone and the days of the week,
       This would activate the Step to execute at the set Time on the selected Day
       
       or select Days, Time, and the days of the week time frame zone. This would activate the Step to execute on the specified Day at the set Time on the selected Day.
       Note: When a specific time zone and days are chosen, the Hours and Minutes buttons are disabled.
                    
     • Send as Reply - sends the new messages to the receiver as a thread.
       Note: The Send as reply checkbox will be enabled from the second step, and a reply to the first step will be sent to the visitor's email.
        
     • You can write a note on it if you need to convey a message to the receiver about a specific issue, enter a message in the note field.   
     • Click Next.
       
       
   • In the Set Email Template section configure the email template to be delivered.
     
     • Select the Engagement Flow Email Template from the drop-down list.
        Note: The Engagement Email Flow Email Templates that are configured under the Setup > Email Templates > Engagement Flow are displayed here.
                
     • The Email Template message is displayed in the preview field.
       
       
     • Click Save.         
3. The Engagement Flow details page is displayed with the step that is created.           
4. Similarly, follow the above steps to add more steps to the engagement flow.
   
   

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Adding Visitors to an Engagement Flow