What is a Flow?

A Flow is a saved view of the analyses and filter settings you applied to the Flow Model in the Explorer. These filter settings include step filters, Journey duration, conversion funnels, and metric summaries. You can create multiple Flows from the same Flow Model. All changes to Flow Models propagate to related Flows. Saving your work as a Flow enables users who do not have knowledge of SPL to interact with and Explore the data.

Flow feature reference

The following sections describe features unique to Flows and introduce the Step Manager and Flow Overview dashboard.

Filter Sets

After you save your work as a Flow, you can save a filter set, which is a collection of filters you applied to your Flow.

Notifications

In SBF, you can create Notifications for your Filter Sets. Receive a Notification when the number, or, percentage of Journeys in your Filter Set meets your defined trigger conditions. You can create up to two Notifications per Filter Set. In the Notifications tab, you can view the Journeys that triggered the Notification, and see the associated Filter set and Flow. Enable email Notifications to receive an update when a change in Journeys triggers a Notification in your Filter Set. For access to Notifications, upgrade to 1.1.x.

Step Manager

Use the Step Manager in the Flow editor to remove steps from the Flow. If you disable a step in the Step Manager, it removes the step from view in the Flowchart. It does not remove all Journeys that contain the step. The following image shows the Flow Step Manager for a Flow from the fictitious Buttercup Games dataset.

In the step manager, you can add a custom numeric value to a Step as an Attribute. For example, suppose you want to track an estimated cost related to a Journey. After you enter a value, you can view the summary statistics on your custom Journey numeric values in the metrics tab. You can rename the Custom Numeric Value column.

Categorize steps to create new Lanes

In the Step Manager, you can categorize steps by lanes. The following image shows an example from the fictitious Buttercup Games dataset.

Flow Overview dashboard

Launch the Flow Overview dashboard to view metrics and distributions for your Flow.The Flow Overview dashboard auto refreshes at the frequency you select.