[3.0] Building Customer Journey Flows Using Presets
In Bucket 3.0, we've introduced an exciting feature called "Presets," which allows you to effortlessly create highly effective customer flows using pre-built templates tailored for various industries and goals. This knowledge base article will guide you through the process of building flows using presets in bucket 3.0.
Step #1: Accessing Presets
Login to your bucket 3.0 account.
Navigate to the Canvas section from the Apps in the top menu bar
Once in Canvas click “Create new”
Look for the "Presets" tab or option.
Step #2: Exploring Available Presets
Once you're in the Presets section, you'll find a range of pre-built Customer journey flows organized based on different stages of the customer journey, such as "attract," "enroll," or "deliver."
Take your time to explore the available presets and choose the one that best aligns with your industry and specific goals.
Each preset represents a specific customer flow designed to achieve a particular objective.
Step #3: Selecting a Preset
Drag and drop over the empty canvas the desired preset
The flow will be displayed, giving you an overview of the steps and components included.
Review the preset to ensure it meets your requirements and aligns with your brand.
Step #4: Customizing the Preset
Once you've selected a preset, you can start customizing it to make it unique and tailored to your needs.
Modify the names, and add/remove components as needed, for example, add or remove a traffic source such as Instagram
Step #5: Adding Additional Components
While presets offer a solid foundation for your flow, you might want to include additional components or customize certain sections further.
To add components sucha s Traffic, Pages, Forms, Questions, Broadcast, etc. simply drag and drop the element where you need it
Incorporate the new component by establishing connections
Step #6: Review and Start building
Once you've customized the preset and added any additional components, take a moment to review the entire flow.
Ensure that the flow is logical, coherent, and aligns with your intended customer journey.
Make any necessary adjustments or refinements before proceeding to the next step.
Once you're satisfied with the flow, click the "back" at the top-left corner
Finally, click templates and start your building process
Still have questions? Feel free to reach out via support@bucket.io
Mon thru Fri, from 8:00 to 17:00
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