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Experiences and messages

Simon Walsh
  • Updated

Each time a flow triggers for an individual record, it creates an experience with an Active status.

An experience tracks the unique journey of a record (or recipient) as they progress through the nodes you have configured within a flow.

Once a record exits a flow or progresses through all of the configured nodes, the status of the experience is updated to Complete.

 

Quick links:

How to view experiences

How to view a single experience

How to view messages within your experience

 

How to view experiences

Experiences can be viewed by clicking on the Experiences tab of your Pendula app.

Alternatively, you can navigate to a flow via the Flows tab, in order to filter experiences to those relevant to a specific flow.

Screen_Shot_2021-06-28_at_3.34.07_pm.png

Let's take a closer look at an experience.

Field Purpose
EXP The unique identifier of an experience, eg.E-718. You can click on this number to navigate directly to the experience detail screen
Contact ID

The unique identifier of the recipient record going through an experience. This is determined by the recipient object selected on the related object of a flow.
Record ID

The unique identifier of the triggering record going through an experience. This is determined by the object selected on the related object of a flow.
Flow name The name given to the flow an experience is related to
Start date & time The date and time of when an experience first started
End date & time The date and time of when an experience completed
Status

The present status of an experience

Active: The contact is still progressing through the flow, meaning they have not completed it
Complete: The contact has completed the flow

Terminated: The flow has been terminated, meaning the contact will not progress any further

 

How to view a single experience

The experience details screen provides two different ways to view the actions taken within a flow.

  • The Experience flow path tab essentially mirrors the nodes you linked together within the flow builder, and therefore outlines the actions taken for the specific contact this experience is regarding

Screen_Shot_2021-06-28_at_3.28.43_pm.png

  • The Events tab provides an alternate view of the actions taken within the Flow in tabulated form rather than displaying them as nodes

Screen_Shot_2021-06-28_at_3.38.04_pm.png

 

How to view messages within your experience

A flow can consist of one or many outbound and inbound nodes, the contents of which are individually represented as messages.

  1. Under either the Experience flow path or Events tab of the experience details page, click on View Message for an outbound or inbound SMS node

  2. The Message details screen provides you with an overview of the type, status, direction, date & time and related flow along with a Message Preview containing the contents of the SMS sent to the contact

    Screen_Shot_2021-06-28_at_3.39.19_pm.png

You can also navigate directly to any messages by clicking on the Messages tab of your Pendula app.

Let's take a closer look at a message.

Field Purpose
Type The type of message sent
Status

The status of a message

 

Sent to Gateway: The message has just been sent, and is awaiting confirmation of success or failure
Failed: The message failed to send
Sent: The message was sent successfully
Direction

Whether a message was outbound (sent from Pendula) or inbound (an expected response sent from a contact)
Date & Time The date and time a message was created
Related flow The flow a message is related to

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