LogicFlow v2

1. Within LogicFlow v2, click Add logic flow, and complete as follows:

   

   Name	The name of the logic flow.
   Event	The type of event you want to use to trigger the logic flow.
   	Onboarding > Pre-authentication	This determines what action occurs prior to authentication. As the visitor is not online at this stage you can only use the splash page action node. In LogicFlow 1 this was known as 'Offline'.
   	Onboarding > Post authentication	This determines what action occurs immediately after authentication. You can choose to action an NPS survey, micro survey, redirect or webhook. In LogicFlow 1 this was known as 'Interstitial'.
   	Onboarding > Online	This determines what action occurs when the visitor is online, following any logic from the post authentication action. You can choose to action a splash page, redirect or NPS survey. In LogicFlow 1 this was known as 'Online'.
   Ownership level	Select which scope owns the logic flow. The action nodes display content at and above this scope.

2. Click Create, this opens a blank LogicFlow canvas with the Start node at the center.

   

3. Select the required decision node, this determines the criteria required to trigger an action. To see what options are available, refer to Decision Nodes.

   

4. Click and drag a connector line between the start node and decision node.

   

5. Within the decision node, click Select a logic type > Get started and choose which logic type to use:

   • True / False - Conditions must be true or false for the criteria defined to trigger the action.
   • If / Else - The action is triggered if the conditions are true, else perform another action.

   

6. Select ALL to match all of the conditions in the logic or select ANY to match any one of the conditions.

   

7. Choose the condition and the relation from the drop-down options, these differ based on the decision node. To see what options are available, refer to Decision nodes. Enter or search and select the required condition.

   

8. To add more conditions, click the Add + button and choose the required conditions.

   

9. On an 'If/Else' logic type you can add groups of criteria. Click New Group to add another group to trigger a different action for the other criteria within that decision node.

   

10. When you have added all of the required conditions, click the LogicFlow canvas.

11. To add an action node, click the Add + button and choose the required action. Action nodes determine what action is triggered when the conditions of the decision nodes are met. To see what options are available, refer to Action nodes.

    

12. Select the required content for your action nodes, for example, if you choose Splash page, select the splash page you want to open.

    

13. Add more action nodes as required and then click and drag a connector line between the decision and action.

    

14. When all decisions are linked to an action you must add an End node, click the Add button and choose the End node.

    

15. Click and drag the connector lines between the action nodes and the end node.

    

When you add all of the required nodes and the logic flow is complete, you must Validate the logic to check there are no issues and then to use the logic flow you must Publish it. If the logic flow is an Onboarding event, when it is published you must assign it to an access journey.

Each node has an action menu which you can use to edit, duplicate or delete the node. You can also edit the node by clicking anywhere on the node.

Validate logic checks for nodes which are incomplete, nodes with missing connections, any invalid logic and anything else that may prevent the logic flow from running. You can validate the logic at any time, click Validate logic.

A valid logic flow shows as Valid logic with no errors.

An invalid logic flow shows the number of errors, you can click on each error to take you directly to the invalid node. The error messages explain why the logic is invalid.

When the logic flow is valid, you can Publish the logic flow.

You must Validate the logic flow to ensure the logic is valid before you publish.

Within the logic flow, click Publish, on the prompt click Publish again.

If the logic flow is a pre-authentication, post authentication or online event, when it is published you must assign it to an access journey.

1. Click Onboarding > Access journeys > select the access journey you want to add the logic flow to.

2. Click Options and select LogicFlow v2.

   

3. Click the LogicFlow v2 tab, locate the logic flow you want to assign, click the ellipsis and click Assign.

   

4. Click Assign again.

   

You can only assign one logic flow for each event type, if you try to assign a logic flow for an event type which is already assigned the following message appears:

Click Assign to change the logic flow for the event or Cancel to keep the current logic flow.

To edit, duplicate or delete the logic flow, click the action menu and click one of the following options:

• View - To view and edit the nodes within the logic flow.
• Update details - To change the name or ownership level of the logic flow.
• Duplicate - To create a copy of the logic flow.
• Delete - To remove the logic flow.

Within LogicFlow v2, click Add group, enter the name of the group you want to add and click Create group.

This creates a folder in the logic flow list.

You can drag and drop existing logic flows into this folder or create new logic flows within the folder.

If you delete a group the logic flows within the group are not deleted, they are moved into the main logic flow list.

These nodes determine what criteria is required to trigger an action within the logic flow. Custom, personalized fields are not available in LogicFlow v2. The following nodes and options are available:

These nodes determine what action to perform when the criteria on the decision node is met. The content available within each action node is at and above the scope of the logic flow ownership. The following nodes are available: