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Home Dashboard Newsletters & Lists Leads 360° customer view Clicks Web Recognition Campaigns Overview Create Manage Search Selections Overview Create Manage Search Open Lock Template Runs Overview Search Schedules Overview Search Monitor Overview

Operation Campaign Working with blocks Connecting blocks Grouping blocks Add Memo Signal Context menus Settings Coding information

Audience Builder (data)

Select & Segment Select Split Sample Switch Deduplication Communication pressure Combine & Exclude Combine Exclude Enrich & Edit Upload file Import file Snapshot Web service Enrichment Datamart Aggregations

Campaign Builder (channels & content)

Channels

Email Create Edit Personalization AI Assistant User content Hyperlinks Mapping RSS Settings Contacts Validation A/B testing Test Additional

Preview Export SMS App messages Webpush Landing page Website personalization Content Newsletter wizard Dynamic content HTML editor Data capture RSS Funnel

Key path

Automation

Execute Schedule Webhook Time zones

Reports

Email reports

Manage

General settings TID info Email info Templates Management dashboard Admin settings

Access & entitlement Repository Authorization Email Trackers Tags Statistics Inline CSS Web Embedded forms Integration AI Assistant Webhooks Web service Datamarts Datastores Datalayers System datamarts System E-mail servers Domains Authorization Themes Output blocks Tokens TP Leads Group definitions Leadtype definitions Property definitions Ezines Business Units Ezines Property

Entities XML Preference Center Processes Housekeeping Bot click filtering Mail processing and email address status Feedback loop Number of records in Ternair CDP datastores

Grouping blocks

To keep the selection flowchart organized, it is possible to place several blocks in a group. The group can then be collapsed to provide more free space on the worksheet.

Create group

While holding down the left mouse button, drag a rectangle around the blocks you want to place in a group. Once you release the left mouse button, a (light) blue area will appear around the selected blocks. Right-click in the blue area and select "Create Group" to create a group.

A group looks like this:

Settings group

From the context menu (right-click), the group can be collapsed (fold group), deleted (cancel group), moved (move to) or a memo can be added to the group (edit memo). See Add Memo for more information on how to add a memo.

A collapsed group looks like this:

The icons in the group indicate the type of block(s) included in the group and the number of blocks per type. In the example above, the group contains a selection block, a connection block and an e-mail block.

By right-clicking on a collapsed group, the group can be expanded (expand group), viewed (view group), moved (move to) or a memo for the group can be edited (edit memo).

An existing group can be deleted by using "Cancel Group. This function is only available when a group is unfolded.

Grouping blocks

Create group

Settings group

Video

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