Event Flow Single Dialog Workspace

Use this workspace to create and work with event flows.

The Event flow tab displays an event flow number and description and summary information about the events assigned to the flow. The Events sub-tab displays a line for each event that is assigned to the flow. Use the Selection Criteria island to limit the number of lines that the sub-tab displays.

See the introduction to the Contact Management module for conceptual information about event flows.

When you create a flow, you must select an event flow type that contains template information for the new flow. You can change most of the information for the individual flow, but information such as the event flow status type is common to all flows of the selected type.

The events that you assign to an event flow are normal events that you create in the Events workspace, but you can also create them by adding lines to the Events sub-tab in this workspace.

You can automatically create event flows as part of a campaign. This happens when you use the Create Initial Events action in the Campaigns workspace. Using this action creates one or more events in each event flow, depending on the event plan that you select for the campaign. Event flows that you assign to campaigns function in the same ways that independent event flows do; however, you can use actions on all event flows that belong to a particular campaign in the Campaigns workspace.

You can assign a status to each event flow. Maconomy updates the status when an event that you selected as the next status-changing event closes. The Event flow tab shows information about the next status-changing event, when it is expected to take place, and who is responsible for it.