Create Flows and Sections

To deliver content recommendations, you must first organize your content using Sections and Flows. Sections are required to configure a Delivery, and Flows are used to populate those Sections with content. It is highly recommended that you 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 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's 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.

Note: For clarity and ease of management, we strongly encourage a one-to-one (1-1) mapping between a Flow and a Section. This practice simplifies troubleshooting and makes it easier to understand how content is being categorized and delivered.

How to Create Sections and Flows

Step 1: Create a Section

1. Navigate to Content > Sections in the dashboard.
2. Click Create Section.
3. Enter a descriptive Title and Description, then click Save.

Step 2: Create a Flow and Associate it with a Section

1. Navigate to Content > Flows in the dashboard.
2. Click Create Flow.
3. Under the When the following rules are matched... area, define the criteria that content must meet.
4. Under the ...take these actions area, select Add to Sections and choose the Section you created.
5. Click Save. You can also choose to apply the flow to existing content items.

Once 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.

Note: Flows only add Content to Sections. They do not remove Content. If you need to remove Content from a Section, you can do so using the Bulk Actions tool on the Content List page.