Create flows and sections

To deliver content recommendations, you must organize your content using Sections and Flows. Sections are required to configure Deliveries, and Flows are used to populate those Sections with content. You should configure your Flows before deploying widgets on your site.

Sections

A section is a logical grouping or category of content. Think of it as a container for specific types of articles, blog posts, or products. For example, you might create sections such as Financial Blog Posts, New Product Announcements, or Case Studies. The primary purpose of a section is to be assigned to a delivery widget for personalization.

Flows

A flow is a set of rules that automatically performs actions on your content at the time of import. For example, it can discard unwanted content or categorize and assign it to one or more sections. When new content is processed, it is evaluated against the rules defined in your flows. If the content matches the criteria of a flow, the specified actions are taken.

For example, you could create a flow with the following rules:

• IF the content URL contains /blog/
• AND the content's topics include "finance" or "retirement"
• THEN add this content to the Financial Blog Posts section

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Note

For clarity and ease of management, you should use a one-on-one mapping between a flow and a section. This practice simplifies troubleshooting and eases understanding of how a content is being categorized and delivered.

Create sections and flows

Create a section

Complete the following:

1. Go to Content > Sections.
2. Click Create Section.
3. Enter a descriptive Title and Description and click Save.

Create a flow and associate it with a section

Complete the following:

1. Go to Content > Flows.
2. Click Create Flow.
3. Define the criteria the content must meet under the When the following rules are matched... area.
4. Select Add to Sections under the ...take these actions area, and choose the section you created.
5. Click Save. You can also choose to apply the flow to existing content items.

When saved, any new content that is processed and matches the rules of your flow will be automatically added to the associated section, making it available for your recommendation widgets.

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Note

Flows only add Content to Sections. They do not remove Content. If you need to remove a content from a section, you can do so using the bulk actions tool on the Content List page.