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Sugar Market was formerly known as Salesfusion.

Designing Nurtures

Overview

This page provides guidance on using the Nurture Builder 2.0 designer, which is in Step 3 of the Nurture Builder wizard, where you design your nurture flow. 

Note: Before you begin designing your nurture, please note that all emails need to be created inline from Nurture Builder 2.0 via Email Builder; you cannot select an existing email from Nurture Builder 2.0. 

Nurture Builder Designer

There are three components to the Nurture Builder Designer:

  • Element tray: Contains the actions that define the nurture flow.
  • Canvas: Design area where you drag elements from the tray and set criteria for each element.
  • Map: Provides a thumbnail view of the nurture and allows you to navigate the canvas.

SM UG Nurtures20 designer

Working with Elements

Elements represent the actions and conditions in your nurture flow. Whether starting with a blank theme or an existing nurture design, you build your nurture flow with the following three steps:

Element Tray

Available elements are displayed in the element tray at the left of the designer. Click the X at the top right to minimize the tray and display more canvas space. Click the four-square icon to expand the tray.

SM UG Nurtures20 closetray

Adding an Element to the Nurture Design

The Start element appears on the canvas when you first visit the nurture Build phase. Begin your design by dragging an element from the tray to the desired location on the canvas. Repeat with other elements, as needed.

SM UG Nurtures20 add

Displaying Element Labels

By default, element labels are hidden to maximize available canvas space. If you prefer to see labels, click the Toggle Labels icon at the top right of the canvas:

SM UG Nurtures20 labels

Longer labels are truncated on elements to preserve canvas space. Mouse over the element label on the canvas to display the full label.

Configuring Elements

Mouse over the three-dot icon on the element and then click the settings gear icon to define the element settings. Click OK when complete. The element label now includes the identifying information. 

SM UG Nurtures20 configure (1)

Connecting Elements

Mouse over the element to display the connector icon, and then drag your mouse to the element to which it should be connected. An arrow is displayed on the canvas when the connection is made. To delete the connection, mouse over the connector line until the trash icon displays.

Note: If the icon is not visible, the element label may be obscuring the icon. Drag the elements away from each other further until the icon is displayed.

SM UG Nurtures20 connect

For conditional elements, mouse over the element to display the connector icon and then choose the checkmark icon for a Yes condition, or the X icon for a No condition before connecting to an element. Once connected, a green line identifies Yes conditions and a red line identifies No conditions.

SM UG Nurtures20 conditional

Reorganizing Elements

You can drag elements around the canvas at any point during the design process, or use the auto-arrange feature to let Sugar Market organize the elements for you. To access this feature, click the Organize icon in the designer toolbar.

SM UG Nurtures20 organize

Copying Elements

To copy a configured element to reuse later, mouse over the element to display the three-dot icon and then click the copy icon. The configured element and its settings are copied to the Clipboard Elements section of the element tray and can be dragged to the canvas. 

Note: The latest copied element overrides any existing Clipboard Elements.

SM UG Nurtures20 copied

To copy multiple elements, ensure you are in Drag Mode, draw a bounding box around the elements, and then click the copy icon at the top of the canvas. The copied elements are made available in the Clipboard Elements section of the element tray.

SM UG Nurtures20 copymulti

Copying Send Email Elements

Copying a Send Email element will prompt you to either duplicate the element or create a linked copy of the element. You can make changes to a duplicated element without making the same changes in the original element. When you make changes to a linked copy of an element, those changes are also made to the original element and any other occurrences of the element in the nurture.  

When you initiate a copy of a Send Email element, the following dialog displays:
SM UG NB20 copysendemail

To create a duplicated copy of the element, click the Copy New button. To create a linked copy of the element, click the Create Linked button. Duplicated elements have a unique campaign ID, while linked copies carry the same ID as the originating campaign. Copied Send Email element labels include an additional field to identify whether the copied element is linked or not.
SM UG NB20 linkedemail

Deleting Elements

To delete a single element from the design, mouse over the element to display the three-dot icon and then click the delete icon. Click the Delete button in the confirmation dialog.

SM UG Nurtures20 deleteelement

To delete multiple elements, drag a bounding box around the elements, or select one and then hold the Shift key while selecting others, and then click the Copy icon at the top of the canvas:

SM UG Nurtures20 deletemultis

Deleting Elements in Published Nurtures

If you delete an element in a published nurture where recipients are currently flowing through, you will be prompted with the option to add those contacts to another step in the nurture. The following confirmation message displays when you delete a step, prompting you to select the step where the contacts are to be moved:

SM UG NB20 deletepubelement

If you choose "Yes" when deleting an element, then select a step where the contacts are to be moved. If the desired step does not yet exist in your workflow, then click the Cancel button and add the step to your flow before you delete the existing element. If you choose "No", then any contacts currently flowing through the step are removed from the nurture.

Note: While you can select multiple elements to delete at once, you can only move the contacts flowing through those steps to one step. To move the contacts to separate steps, delete the elements individually.

Deleting Connections

To delete a connection between elements, mouse over the connector line and then click the trash can icon. Click the Delete button in the confirmation dialog.

SM UG Nurtures20 deleteconnect

Flow Design Requirements

The following requirements must be met for the nurture design to pass the validation check. 

  • All elements must be connected.
  • All element settings must be configured with valid Sugar Market components (e.g. emails, pages, forms).
  • All conditional elements must be connected to action elements with a Yes and No path.
  • A Pause cannot be a terminal step.

Note that the flow does not have to be linear, but the designer will prevent you from setting up infinite loops

Nurture Builder Designer Elements

The action and conditional elements you use to build your nurture flow are defined below.

Action Elements

The following elements define the nurture steps.

Icon 

Element Name

Description

SM UG Nurtures start

Start

Every nurture begins with the Start element, which is automatically added to the canvas when you create a new nurture. You cannot configure or delete the Start element, and it can only be connected to one element. After the nurture is published, the start triggers the first step within five minutes.

Send Email

Send Email

Send designated email to nurture recipients using Email Builder 2.0. Note that emails must be created inline while designing the campaign.

Pause

Pause

Add a delay between the previous and next steps.

Add To List

Add to List

Add nurture recipients to the designated list.

Remove from List

Remove from List

Remove nurture recipients from the designated list.

Update Contact or lead in CRM

Update Contact or Lead in Sugar Market

Update an existing Contact or Lead record in Sugar Market based on the information obtained through the nurture1. While there is a limit of five fields to identify in the Contacts/Lead record, you can add multiple instances of this element to your nurture design to use more than five fields. Custom fields are allowed in this element.

Alert User

Alert User

Send an email notification to a designated Sugar Market user, identifying the information obtained through the nurture. You must have an Alert Email Template set up before you can use this element. Merge tags are not allowed in the subject line.

Alert Role or Group

Alert Role

Send an email notification to a designated Sugar Market role, identifying the information obtained through the nurture.  You must have an Alert Email Template set up before you can use this element. Merge tags are not allowed in the subject line.

Alert Contact Owner

Alert Contact Owner

Send an email notification to the Sugar Market owner assigned to the Contact record, identifying the information obtained through the nurture. You must have an Alert Email Template set up before you can use this element. Merge tags are not allowed in the subject line.

PUSH TO CRM

Push to CRM

Send the updated record to the external CRM. There is no configuration required for this element, it automatically connects to your external CRM.

Assign Task in CRM

Create Task in CRM

Add a Task record in the external CRM based on the information obtained through the nurture1Custom fields are allowed in this element.

Assign Opportunity in CRM

Create Opportunity in CRM

Add an Opportunity record in the external CRM1Custom fields are allowed in this element.

Push to Another Nurture

Jump to Another Nurture

Link to another nurture campaign. Only published nurtures are available for jump steps. You can define a specific step to jump to within that nurture. This element, along with End Nurture, is a valid terminal step for conditional elements.

Note: While there is no specific element for jumping to a step within the current nurture, you can accomplish jumps within a nurture by simply connecting elements. Please refer to the Using Jump Steps in Nurture Builder 2.0 article for more information.

This functionality has changed from the legacy nurture builder, which requires you to first create a record-specific template that you then reference in the flow designer.

Conditional Elements

The following elements define specific conditions of the nurture steps. Sugar Market checks conditional elements every four hours, with the exception of the Email Delivered element, which is checked every ten minutes.

Icon

Element Name

Description

Email Delivered

Email Delivered

Evaluate when linked email is delivered to nurture recipients. Sugar Market checks this step approximately every ten minutes.

Email Open

Email Opened

Evaluate when linked email is opened by nurture recipients. If the email is opened within the defined time period, then the recipient flows through to the Yes condition. If the email is not opened within the defined period, then the recipient flows through to the No condition.

Link Click

Link Click

Evaluate when nurture recipient clicks a link in the designated campaign email. If the link is clicked within the defined time period, then the recipient flows through to the Yes condition. If the link is not clicked within the defined period, then the recipient flows through to the No condition. To identify a specific link within the email, enable the "Specific link in specified campaign" option, and then select the link.

Web Activity Sessions

Web Activity Sessions

Evaluate when nurture recipients' number of web activity sessions meets a minimum number during a specified time period. Web tracking code must be in place on the designated website.

Web Page Hits

Web Page Hits

Evaluate when nurture recipients' number of visits to your web page meets a minimum number during a specified time period. Your page needs to have the Sugar Market tracking code embedded for hits to be recorded. 

Form Completion

Form Completion

Evaluate whether nurture recipients complete your form. When your form is embedded in more than one page, select the specific page when you configure this element.

Landing Page Question Answer

Form Question Answer

Evaluate the answer nurture recipients submitted to a question on your Sugar Market form.

Eval Field Value

Evaluate Field Value

Evaluate when a Sugar Market contact, lead, account, or opportunity field matches a designated value.

List Checker

List Checker

Evaluate whether the record exists within a specified list.

End Nurture

End Nurture

Last step of nurture path when no other action needs to be taken. This element, along with Jump to Another Nurture, is a valid terminal step for conditional elements.

Working with the Canvas Map

The canvas map is open by default when you first visit the Nurture Builder designer. It provides an overview of your flow layout and allows you to manipulate the canvas by zooming in and out, re-centering, and panning the canvas. Click the arrow in the map to collapse the map view.

SM UG Nurtures20 map

Drag and Select Modes

The canvas map provides access to two modes for canvas manipulation:

  • Drag: Move the entire flow together. Grab any part of the flow and drag to move it on the canvas.
  • Select: Move individual or multiple elements around the canvas. To move more than one element together, drag a bounding box around the elements on the canvas and then move.
Zooming In/Out

Use the +/- icons in the map to change the canvas to a closer or more distant view.

Panning the Canvas

Drag the blue rectangle in the map to pan to a different location of the canvas.

Last modified: 2021-07-20 14:31:59