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Flows Checklist

This article contains quick checklist to launch a successful Flows

Kirupa avatar
Written by Kirupa
Updated yesterday

Flows allow you to tailor the user journey based on user insights, enabling deeply personalized experiences that drive higher engagement and conversion. Here is a checklist to help you launch a successful Purchasely “Flows” feature — from planning to post-launch optimization.

Prelaunch 🧭

1. SDK Requirements

  • Confirm the Purchasely SDK version meets minimum requirements
    - Flows requireSDK ≥ 5.5.0 is recommended for all Flow event tracking and attributes.

  • Make sure you use display() method while prefetching a Flow

2. Screen Preparation

  • Design all Screens needed for the Flow and make sure you publish them before using it in a Flow
    - Screens must be in Published state to appear in Flow Composer

  • Your screen should contain atleast one button with an action: open another screen or open a placement only then Flows screens can be connected. The end screen of your Flows need not have the same condition.

3. Quiz screen configuration

3.1 Configure your Quiz screen to collect user insights

Create a dedicated Quiz Screen that uses the Quiz component and CTA for Quiz

3.2 Linking Quiz Screen to the Quiz Model

While creating the screen, link the Quiz component to the data model you have already created in Quizzes.

If you haven’t created one already, you can create it instantly in the Screen Composer

3.3 Quiz answer set up

Make sure to save the user responses to Insight attributes.

Choose validate on selection(for yes/no), allow multiple answer submission while creating your Quiz.

3.4 CTA for Quiz

Make sure your Quiz screen has the Quiz CTA only then it can function and collect the answers submitted by the users.

Flows Composing 🎼

4. Connecting screens and configuring display mode

To create Flows, drag and drop the screens screens you want.

Customize the display mode and connect the screens as you want.

5. Conditional transition

If your Flows have paths that dynamically directs specific audiences, while making connection, select the audiences intended to see the following screens.

Launch 🚀

6. Launch your Flows

Add your Flows to the Placement to make it live. You can add Flows to your Campaign, A/B test and as well.

Tracking Metrics 📈

7. Flows chart

Once your Flows are live, you can see its performance from the dashboard in the Flows section

9. Quizzes

To know the performance of the Quiz answers in the Quizzes section.

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