From d7e1d103786e51f9e648253cf0f07a91bf609530 Mon Sep 17 00:00:00 2001 From: Lydia Xie Date: Thu, 21 Nov 2024 15:17:50 -0800 Subject: [PATCH] BD-3605: Clarify how Canvas entry properties are for post-launch edits --- .../canvas_entry_properties_event_properties.md | 2 +- .../managing_canvases/change_your_canvas_after_launch.md | 7 ++++++- 2 files changed, 7 insertions(+), 2 deletions(-) diff --git a/_docs/_user_guide/engagement_tools/canvas/create_a_canvas/canvas_entry_properties_event_properties.md b/_docs/_user_guide/engagement_tools/canvas/create_a_canvas/canvas_entry_properties_event_properties.md index b4d73f4f382..ff461926c40 100644 --- a/_docs/_user_guide/engagement_tools/canvas/create_a_canvas/canvas_entry_properties_event_properties.md +++ b/_docs/_user_guide/engagement_tools/canvas/create_a_canvas/canvas_entry_properties_event_properties.md @@ -28,7 +28,7 @@ Refer to the following table for a summary of differences between `canvas_entry_ | **Liquid** | `canvas_entry_properties` | `event_properties` | | **Persistence** | Can be referenced by all [Message][1] steps for the duration of a Canvas built using Canvas Flow. | - Can only be referenced once.
- Cannot be referenced by any subsequent Message steps. | | **Original Canvas behavior** | - Must have persistent entry properties turned on.
- Can only reference `canvas_entry_properties` in the first full step of a Canvas. The Canvas must be action-based or API triggered. | - Can reference `event_properties` in any full step that uses action-based delivery in a Canvas.
- Cannot be used in scheduled full steps other than the first full step of an action-based Canvas. However, if a user is using a [Canvas component][2], the behavior follows the Canvas Flow rules for `event_properties`. | -| **Canvas Flow behavior** | Can reference `canvas_entry_properties` in any step of a Canvas. | - Can reference `event_properties` in the first Message step **after** an [Action Paths][3] step where the action taken is a custom event or purchase event.
- Cannot be after the Everyone Else path of the Action Paths step.
- Can have other non-Message Canvas components in between the Action Paths and Message steps. If one of these non-Message components is an Action Paths step, the user can go through that action path's Everyone Else path. | +| **Canvas Flow behavior** | Can reference `canvas_entry_properties` in any step of a Canvas. For post-launch behavior, refer to [Editing Canvases after launch]({{site.baseurl}}/user_guide/engagement_tools/canvas/managing_canvases/change_your_canvas_after_launch/#canvas-entry-properties). | - Can reference `event_properties` in the first Message step **after** an [Action Paths][3] step where the action taken is a custom event or purchase event.
- Cannot be after the Everyone Else path of the Action Paths step.
- Can have other non-Message Canvas components in between the Action Paths and Message steps. If one of these non-Message components is an Action Paths step, the user can go through that action path's Everyone Else path. | {: .reset-td-br-1 .reset-td-br-2 .reset-td-br-3 role="presentation" } Note that Canvas entry properties are only available for reference in Liquid. To filter on the properties within the Canvas, use [event property segmentation]({{site.baseurl}}/user_guide/data_and_analytics/custom_data/custom_events/nested_objects/) instead. diff --git a/_docs/_user_guide/engagement_tools/canvas/managing_canvases/change_your_canvas_after_launch.md b/_docs/_user_guide/engagement_tools/canvas/managing_canvases/change_your_canvas_after_launch.md index a80c029b5a0..e3d39c000e2 100644 --- a/_docs/_user_guide/engagement_tools/canvas/managing_canvases/change_your_canvas_after_launch.md +++ b/_docs/_user_guide/engagement_tools/canvas/managing_canvases/change_your_canvas_after_launch.md @@ -121,13 +121,18 @@ If you intend to make larger edits that lead to creating a new Canvas copy entir ### Deleting variants When variants are deleted from a Canvas, the following occurs: + - Steps within the variant (including those shared by other variants) will be deleted. - The step analytics and the top-level analytics for the Canvas, such as _Total Entries_, _Total Exits_, and _Conversion Rate_, will be deleted. - Users in deleted variants are exited from the steps, and any following messages are not sent. +### Canvas entry properties + +Canvas entry properties aren't templated into steps when sent. This means when Canvas entry properties are edited after a Canvas has launched, these changes will only apply to new users who enter the Canvas. If your Canvas allows users to re-enter the Canvas, any users who re-enter will be determined by the updated Canvas entry properties. + ## Best practices -Check out these best practices to keep in mind when editing or adding to your Canvas after it's been launched using Canvas Flow. +Check out these best practices to keep in mind when editing or adding to your Canvas after it's been launched. ### Disconnected steps