Ability to break the connections in Advanced Outreach

  • 6
  • Idea
  • Updated 3 months ago
It would be great if the Advanced Outreach canvas had the ability to delete a connection between two actions to insert additional steps, or, even better, if the actions were drag and drop. 

It's extremely redundant to build a 10 step outreach to realize you'd like to change from a wait step to a conditional wait step at say, the second step. Or if you want to add a CTA step between 6 and 7. Currently, you have to delete all steps following where you'd like to make the change, and with that, all of the settings of the deleted steps (like all details in a Create CTA action). Then you have to re-add the deleted steps. 

Instead, I'd like to be able to delete the link on either side of the action I want to change, and should be able to insert additional actions before or after any action.
Photo of Kelly

Kelly

  • 1,218 Points 1k badge 2x thumb

Posted 3 months ago

  • 6
Photo of Elizabeth Adams

Elizabeth Adams, Champion

  • 4,790 Points 4k badge 2x thumb
Yes - this flexibility would be really critical.
Photo of Jeffrey Coleman

Jeffrey Coleman, Champion

  • 5,958 Points 5k badge 2x thumb
Adding that this would be equally valuable in Bionic Rules as well. I'm dreading going back to fix a 2-step rule to add in an additional query and filter because there are 8 actions that I'm going to need to delete and then recreate. Output from the rule will be identical.
Photo of Dan Ahrens

Dan Ahrens, Official Rep

  • 24,802 Points 20k badge 2x thumb
Hi Jeff,

Not sure if you noticed it or not, but we did enable you to make changes upstream in a Bionic Rule provided you don't delete data that is used by a downstream step (otherwise it would leave you with broken and orphaned actions). So in your example, you can definitely add in an additional query and/or filters as long as the main process flow of data isn't interrupted. 
Photo of Jeffrey Coleman

Jeffrey Coleman, Champion

  • 5,958 Points 5k badge 2x thumb
Hey Dan -- thanks for flagging that! I hadn't noticed! That will definitely come in handy!

In this case my challenge is that I need to insert a step into the rule setup, and I don't see how to do that. What I have currently is:
  1. Get activity data
  2. Aggregate data by account
What I now want to do (having run it for a few weeks in real life!) is:
  1. Get activity data
  2. Get account data
  3. Merge that data to remove inactive values
  4. Aggregate data by account
The final data set is the same in terms of data structure, it just has fewer rows.
Photo of Dan Ahrens

Dan Ahrens, Official Rep

  • 24,802 Points 20k badge 2x thumb
Looking at your example, if I understand it correctly you'd like to keep 1, insert 2&3 and then repoint Aggregate data by account to the output of 3 instead of the output of 1. Is that right?

So, once you select a data source for a rule task and save it, you can't change that data source. But, in your example if you wanted to add a step to filter out inactive accounts, could you keep steps 1 & 2 from your original task as is and just add steps 2 & 3 from your second example to the end? In other words, aggregate the data first and then filter out inactive values?
Photo of Abhishek Sivaraman

Abhishek Sivaraman, Senior Product Manager

  • 8,888 Points 5k badge 2x thumb
Hi,

Thanks for sharing this use case. The way we are thinking about this is along the lines of visio/lucidhcart elements where you can insert,cut, copy, paste elements as part of the journey design.

This is top of our list of journey design enhancements.

Thanks
Abhishek S