Whiteboard Windows
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    Whiteboard Windows

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    Article summary

    This page includes a description of all Whiteboard windows.

    Window "Overview"

    Navigation

    Automations > Whiteboards

    What can I do in this window?

    Manage your Whiteboard plans. This includes creating a new Whiteboard, copying, editing, adding a label to, deleting, or viewing an existing Whiteboard.

    Actions

    Action

    Description

    ​Create​

    Opens the ​New Whiteboard Plan​ window. Here you select the type of whiteboard plan and enter a name and description for the new plan.

     ​Edit​

    Opens an inactive plan in edit mode. In edit mode, you can view and edit the whiteboard. You can only edit inactive whiteboard plans. To edit an active whiteboard, deactivate it first.

     ​ Copy​

    Creates a copy of the whiteboard plan. The copy contains the same events, jobs, and filters as the original whiteboard plan. By default, the copy has inactive status.

     Delete​

    Deletes the plan after an additional confirmation request. A deleted plan cannot be recovered.

     Archive

    Archives the selected Whiteboard. Archived Whiteboards are not removed and you can activate them again when needed.

    Information

    You can filter the information that is shown in several columns of the ​Whiteboard Plans overview.

    Field Name

    Description

    ​Name​

    Displays the name of the whiteboard plan. You define the name when you create the plan. To change the name of the whiteboard plan, open the plan. You can change the name in the info panel to the right of the canvas.

    ​Type​

    Displays the type of whiteboard plan.

    • Event-based:​ Execute jobs in reaction to the activity of a contact.

    • Scheduled:​ Execute jobs on a regular schedule.

    • Scheduled (sys): Executes a system job on a regular schedule.

    • Recurring:​ Execute jobs repeatedly in a specific time period.

    • Recurring (sys): Executes a system job repeatedly in a specific time period.

    ​Author​

    Displays the name of the system user who created the whiteboard plan.

    ​Last Change​

    Displays the date and time when the whiteboard plan was last updated.

    ​Status​

    Displays the status of the whiteboard plan.

    • Active:​ Jobs on the whiteboard plan are processed according to your plan and rules. Active whiteboard plans cannot be edited.

    • Inactive:​ Jobs on the whiteboard plan are not processed. Inactive whiteboard plans can be edited.

    • Phasing Out:​ No new contacts can enter the whiteboard plan. Contacts who entered the plan before the phase-out starts can continue in the plan until the selected deactivation date. A whiteboard plan with ​Phasing Out​ status is active and cannot be edited.

    • Ended:​ When all steps in a time-based or recurring whiteboard plan are complete, the status of the whiteboard plan changes automatically to ​Ended.

    • Scheduled:​ All whiteboards have a status of Scheduled if they are set to start at a later date and time.

    Labels

    Allows you to:

    • add a label to the whiteboard

    • filter whiteboards by label

    Window "Whiteboard Configuration"

    Navigation

    Automations > Whiteboards > Create or Edit

    What can I do in this window? 

    The whiteboard canvas is where you build your whiteboard plan. 

    Setup

    The ​Setup​ panel on the ribbon below the whiteboard name contains various options depending on the type of whiteboard.

    Field

    Description

    ​Group​

    On event-based whiteboards, open the ​Setup​ panel to define the whiteboard audience.

    ​Duration​

    Opens the ​Setup​ panel to define start and end dates or a schedule for your whiteboard.

    ​Recurrence​

    On a recurring whiteboard, open the ​Setup​ panel to define if and how often the whiteboard recurs.

    ​Define Whiteboard Goal​

    Opens the ​Setup​ panel to define a goal event for the whiteboard.

    For more information on ​Setup​ settings for different types of whiteboards, see ​Create an Event-Based Whiteboard Plan and ​Create a Recurring Whiteboard Plan.

    Toolbar

    The toolbar above the whiteboard canvas provides these basic tools:

    Symbol

    Tool

    Description

    Undo

    Erases the most recent action on the whiteboard plan. For example, if you delete a step accidentally, click the symbol to restore the step. If this button is not available, you did not make any recent changes to the whiteboard plan, or the whiteboard plan is active.

    Redo

    Restores the most recent action that you erased with the undo-tool. If this button is not available, you did not undo a step on the whiteboard plan recently, or the whiteboard plan is active.

    Zoom Out

    Decreases the level of magnification at which Mapp Engage displays the canvas. Zoom out for a less detailed overview of your canvas.

    Zoom In

    Increases the level of magnification at which Mapp Engage displays the canvas. Zoom in to focus on a specific area of your whiteboard plan.

    Reset Zoom

    Resets the zoom level to 100%.

    Overview

    Sets the level of magnification automatically so that the entire whiteboard plan is visible on the canvas.

    Path View

    Sets the level of magnification automatically so that all steps of the selected path are visible on the canvas.

    Whiteboard Settings

    Opens the ​Whiteboard Settings​ window. Here you define on which days Mapp Engage executes the whiteboard plan and how many times a contact can enroll in the plan. This window also determines the time zone for the whiteboard.

    Plan Details

    Opens the ​Plan Details​ panel.

    Plan Details Panel

    To open the ​Plan Details ​panel, click the  symbol in the toolbar.

    To close the​Plan Details ​ panel, click the  symbol.

    This panel provides detailed information about each step on your whiteboard. The panel is especially helpful when you create a complex whiteboard plan with multiple splits. This panel displays the total contacts who entered the whiteboard and the total contacts who have achieved the whiteboard goal. This panel also contains two tabs for ​Step details​ and ​Statistics​.

    • ​Step details​ show the details of each step in the whiteboard journey. This tab includes information on the conditions, attributes, and step ID.

    • ​Statistics​ show the details of how many contacts exit each step and the number of contacts who achieve the whiteboard goal along the whiteboard journey.

    Canvas Tools

    Mapp Engage provides an intuitive and easy-to-use canvas on which you can design, validate, and execute marketing campaigns. This table gives you an overview of the most important tools on the canvas.

    Symbol

    Action

    Description

    ​ ​

    Add Step

    Adds a step to the whiteboard. A panel opens where you can select the step that you want to add.

    Insert Step

    Adds a step between two steps on the whiteboard.

     ​​

    Join

    Joins one path to another path. If you have one or more splits on your whiteboard plan, you can use the join tool to reconnect the paths. The join moves contacts from one path to another path.

    To join two paths, drag the join tool to a step on a different path. You cannot drag the join tool to a point that is between two steps.

    The join must be the last step on a path. You cannot create a join in the middle of a path.

    You cannot use the join tool to create loops in which contacts repeat the same steps multiple times. When you join one path to another, the normal rules for sequences apply.

    To delete a join, move your mouse to the area where the paths intersect and click the symbol. The  symbol appears when your mouse hovers where the two paths meet.

    Edit

    Opens a window where you can edit the settings of the step. To change the step type, click the step, then click the ​Back​ button.

    Delete

    Deletes the whiteboard step.

    • You cannot delete the start event on a whiteboard plan. You can, however, change the event type of the start event.

    • You can delete a split component in three ways:

      • Delete the step and both paths.

      • Delete only the right path.

      • Delete only the left path.

    • You can delete an intermediate step in two ways:

      • Delete the step and all following steps on that path.

      • Delete only the step. In this case, Mapp Engage connects the step before and the step after the deleted step. For example, you have a sequence of steps A-B-C. When you delete step B, Mapp Engage connects step A to step C. The result is A-C.

    Warning

    This indicates that mandatory information in the step is missing. You can see this symbol when you try to create, save, or activate a whiteboard plan that contains an error.

    You cannot activate a whiteboard plan when information is missing. Add the missing information, then activate the whiteboard plan.

    Information Panel

    To view information about the whiteboard plan, click the  symbol in the header area of the whiteboard canvas window. If the whiteboard plan is inactive, you can edit information in this panel.

    Field Name

    Description

    ​Name​

    Displays the name of the plan. To edit the name of an inactive plan, click the  symbol.

    ​Description​

    Displays a description of the plan. The description lets you store helpful information about the plan. To edit the description of an inactive plan, click the  symbol.

    ​Author​

    Displays the name of the system user who created the plan.

    ​Creation Date​

    Displays the date and time when the plan was created.

    ​Last Change​

    Displays the date and time when the plan was last updated.

    ​ID​

    Displays the ID number of the plan. The ID is a unique number that Mapp Engage generates when you create a plan. The ID allows you to identify the plan in the Mapp Engage system and cannot be changed.

    Whiteboard Management

    The header area above the whiteboard canvas contains basic controls for your whiteboard plan. The options that Mapp Engage displays depend on the status of the whiteboard.

    Action

    Description

    ​Save​

    Saves the whiteboard plan as a draft. Mapp Engage does not execute the automations on your draft. You can edit the draft later.

    Mapp Engage does not save whiteboard plans automatically. Save your whiteboard from time to time while you work.

    ​Activate​

    Activates the whiteboard plan. When the whiteboard plan is active, Mapp Engage executes the jobs on the whiteboard according to your plan and rules.

    You can only activate the whiteboard plan if the sequence of steps is logically correct and all mandatory information must be provided. If you cannot activate the whiteboard plan, check for error messages on the canvas. These errors indicate where information is missing.

    You only see this option when you view an inactive whiteboard plan. To activate a whiteboard plan, you need permission 356.

    ​Deactivate​

    Deactivates the whiteboard plan immediately. A deactivated whiteboard plan is never executed.

    You only see this option when you view an active whiteboard plan.

    ​Phase Out​

    Opens the ​Phase-Out Details​ window. In this window, you select a date to define the time period over which Mapp Engage deactivates the whiteboard plan. When you click ​Phase Out, Mapp Engage begins the phase-out process immediately. During the phase-out process, Mapp Engage does not add new contacts to the whiteboard plan. Contacts who enter the plan before the phase-out period begins can continue in the plan until the selected deactivation date.

    ​Edit Phase-Out​

    Opens the ​Phase-Out Details​ window of an active phase-out process. In this window, you can adjust the time period over which Mapp Engage deactivates the whiteboard plan. When you click ​Phase Out, Mapp Engage updates the length of the phase-out process immediately.

    ​Close​

    Closes the whiteboard plan without saving your changes.

    Window "Whiteboard Settings"

    Navigation

    Automations > Whiteboards > Create or Edit > Settings 

    What can I do in this window?

    Define the settings that apply to your Whiteboard plan and all its steps. The settings vary based on the Whiteboard type that is selected.

    Sendout Settings

    Defines the days and hours on which the system does not execute sendouts. These settings are available for event-based and recurring whiteboards. Use it to ensure that the communication does not disturb the contact at an unwanted time. You can exclude both days and hours to fine-tune the time of your sendout.

    Setting

    Description

    ​Exclude specific days from sendout​

    Select this option to exclude specific days from sendout.

    By default, no days are excluded and the system executes the sendout without limitations.

    • Days:​ Click a day and highlight it in blue to exclude it from the sendout. You cannot exclude all days. At least one day must be selected for the execution. Days on which the system executes the sendout are highlighted in white.

    • Exclude holidays:​ Mark this check box to exclude bank holidays from sendout. By default, the system executes the whiteboard plan on all days that do not occur on a bank holiday. If a day included in the sendout is a holiday, the system skips it and continues on the next day that is not a holiday. Holidays are country-specific. Use the ​Country​ drop-down list to select which country the system uses to calculate the holidays.

    After excluding specific days from the sendout, the system executes it the next next day at the same time.

    ​Exclude specific hours from sendout​

    Select this option to exclude specific hours from sendout.

    • From:​ and ​To​ Defines the hours when the system does not execute the sendout.

    • Time Zone:​ Defines the time zone the system uses to calculate sendout on the whiteboard. By default, the time zone of your system is selected.

    After excluding specific hours from the sendout, the system executes it within 30 minutes after the excluded time range.

    Execution of certain steps in the system can take some time. Sometimes the sendout can be executed on hours that were set up as excluded from the sendout. For example, hours between 8:00 and 9:00 are excluded from the sendout. As a result of the journey, the system initiates a message sendout to the contact at 7:59. Because of the processing time, the message is delivered to the contact within the excluded time frame.

    Statistics

    Defines how the system calculates statistics for this whiteboard. These settings are available for ​Event-based​ and ​Recurring​ whiteboards.

    Setting

    Description

    ​Reset enrolment counter on activation

    The enrolment statistics for the whiteboard show only the number of contacts who enter the current activation of the plan.

    ​Continue enrolment count from previous activation

    The enrolment statistics for the whiteboard are cumulative. The system adds the number of contacts who enter the current whiteboard to the number of contacts who entered previous activations of the plan.

    Notification

    Defines whether an expiry notification is sent 30 days before the whiteboard plan deactivates. These settings are available for ​Event-based​ and ​Recurring​ whiteboards.

    Setting

    Description

    Send Notification to ​

    Sends an email notification to the selected system users 30 days before the whiteboard ends. You can select up to 10 system users from the list of available users.

    Notify when imports have no file

    When this toggle switch is activated, the Engage system will send a message to the defined recipients when an import failed due to lack of files. The toggle switch is disabled by default.

    Available for time-based whiteboards only.

    Whiteboard Time Zone

    Defines the time zone that the system uses to calculate time on the whiteboard plan. The time zone that you select for your whiteboard audience defines the time zone for all subsequent steps in the whiteboard. By default, the time zone of your system is selected.


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