The Matik Flows tab is an overview of all of your processing, scheduled, and manual email and presentation generation flows. Here, you can view the status and performance of each flow and manage each flow's settings.
The Flows tab has 3 to 4 sections that can be reached through the left menu bar. Matik Admins can view Flows generated by all users from templates they have edit access to. End Users will only be able to see flows they have generated. The side includes the following sections:
- Processing Flows - Contains all of Bulk Generation jobs, including scheduled jobs, that are currently running a job.
- Scheduled Flows - Contains all of your scheduled Matik jobs.
- Manual Flows - Contains all of your manually triggered flows (formerly bulk generations).
- My Flows (Admin Only) - Contains all jobs in the other sections filtered to only jobs triggered by you.
Viewing your Flows Status
The flows view contains status and performance columns to give you an overview of your current flows. Statues provide information on where your flow is at, whereas performance indicates if there were any issues with a completed flow.
Statuses
For Scheduled Flows:
- Queued - Active with effective start in the future
- Processing - The latest Flow run is currently in progress
- Active - The Flow is currently active and will run when next scheduled
- Complete - The effective end date of the flow has passed
For Manual Flows:
- Processing - A manual flow was triggered and is currently running
- Done - Your email or bulk generation has been completed. Presentations are ready for viewing and emails have been sent.
- Canceled - The flow has been canceled by a user and was not completed.
Performance
- Warning Occurred - One or more emails or presentations experienced an an error or failure and wasn't sent
- Hasn't Run Yet - The job has not yet reached its scheduled run time.
- All Smooth - The job ran successfully with no issues
Viewing Flow Performance
High-level stats on your flow can be viewed on the right-side panel when you click on a flow. Here, you can view the email analytics and progress of your flow. Email analytics data will typically lag a couple of minutes behind real-time.
Opened emails display when your recipient has opened an email. Matik Mail uses a transparent beacon to track opened messages like all email service providers. Note that your recipients may have settings enabled that prevent accurate open data from being obtained and a false open rate to be displayed.
Matik Mail inserts tracking links for all hyperlinks in your email. When your recipient clicks these hyperlinks, the email will display as clicked. Emails without hyperlinks will not have a clicked status. Your hyperlinks will need to be formatted properly to be tracked correctly. Proper formatting includes:
- Links within an HTML
<a>,tag with thehrefargument within the tag - No spaces around the
=in thehrefattribute - The URL must be quoted, and preceded by
"http://or"https://
Bounced emails typically occur when your recipient's email address is outdated or incorrect.
Unsubscribed metrics are currently not supported by Matik Mail. Please not that if you include an unsubscribe hyperlink in your email, clicks will not be reflected in this metric. Also, clicks on your unsubscribe hyperlink will be counted as general clicks.
Spam Report occurs when one of your recipients marks your email as Spam to their ISP.
Viewing Email Flow Details
Click on "View Details" to see an email-level view of your Flow's performance.
Under the recipients section, you can view the Delivery Status, Open Status, Clicked Status, and more for your email. Metrics with a "-" have not been completed. E.g., If the Open Status is -, the email has not been opened. Enter an email address in the Search bar to find the status of a specific recipient. Clicking on the icon to the far right brings you to the specific email generation page where you can preview the exact email and attached presentation sent to a recipient.
Click on "Download CSV" to download a summary CSV of your flow containing the recipient, send status and details, send date, send conditions status, and analytics such as spam reporting, unsubscribes, opens, and clicks.
Viewing Presentation Flow Details
Click on "View Presentations" to see a view of the presentations tab filtered to the presentations in this flow.
You can click into each individual presentation to preview and view any warnings or error messages, if present.
Editing Flows
Canceling Runs
An actively running manual or scheduled flow can be canceled by clicking on the flow and clicking "Cancel Run" in the right flow menu.
Canceling and Editing Scheduled Flows
A flow can be canceled or the schedule edited by clicking into the flow and clicking on the ellipses menu at the top of the right-hand flow menu.
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