Actions with scenario blocks and frames

When building Selzy omnichannel automation scenarios, you can add, connect, rename, duplicate, save, or delete blocks. You can also use frames to operate with one or multiple sections of any scenario at once.

Add a block to a scenario

Add a block to the workspace from the toolbox at the bottom of the screen or by right-clicking the workspace.

To add a block between connected blocks, hover over the connection and click the “Add block” icon.

Selzy scenario editor’s workspace showing a two connected blocks with the “Add block” icon in between

If you make a mistake, you can undo the last action or redo an undone action by clicking the corresponding arrow in the top-right corner of the scenario editor.

Connect blocks

To connect blocks, click the “Next step” circle in a block Drag the connection to the target block.

To detach a block, hover over the connection between the blocks and click the trash bin icon.

Selzy scenario editor’s workspace showing a two connected blocks with the trash bin icon in between

Save, duplicate, or delete a block

In the scenario editor, you can:

  • Save a block with its settings and content to reuse it in other scenarios. The block will be added to the Saved tab in the toolbox. To use the block or blocks again, click on the saved element you need or drag it to the workspace. Alternatively, right-click in the workspace to add saved blocks from the “Add next block” pop-up menu.
  • Duplicate a block to create a copy with the same settings and content.
  • Delete a block from the scenario.

To perform an action, hover over the block and click the corresponding icon in the action bar.

Selzy scenario editor’s workspace showing the Email block with the action bar on top

Rename a block

If needed, you can rename a block to make it easier to navigate content-heavy scenarios and scenarios that cover multiple stages of customer journey. Click the current block name and enter a new one.

If you change the block name manually, it is automatically updated everywhere it’s used — including the Condition block.

💡Note that blocks are automatically assigned numbers based on their position in the scenario. This helps you navigate complex scenarios, so consider keeping them.

The only exception is the Email block — its name is automatically replaced when you select an email. In this case, the subject line, date, and timestamp are used as the block name.

Bulk actions on blocks with frame

Frame is a tool for selecting a specific area of a scenario you want to work with.

In complex scenarios, frames help you:

  • Visually separate content in the workspace
  • Simplify navigation
  • Perform bulk actions on blocks

Add a frame

In the toolbox, click the frame icon.

Selzy omnichannel automation editor’s toolbox. The Frame icon on the right is highlighted in green.

A frame will appear in the workspace. Drag the borders to resize the frame and add the blocks you need.

Selzy scenario editor’s workspace showing a scenario: “Sign up” trigger block, “Welcome 1” email block, Condition block with “email opened” and “email delivered” options. Two branches are shown following the Condition block: “Welcome Active” email block for the “Yes” rule and “Welcome Inactive” email block for the “No” rule. Three blocks are framed and titled “Inactive”.

Save blocks with the frame

Put blocks in the frame, click on it, and then on the Save icon. They will immediately appear in the  “Saved” tab of the toolbox. To use them again, click on the saved element you need or drag it to the workspace. Alternatively, right-click in the workspace to add saved blocks from the “Add next block” pop-up menu.

The “Saved” tab in Selzy omnichannel automation editor’s toolbox. Saved blocks include: “Inactive” frame, “Note 3” block, and “Welcome 1” email block.

Rename a frame

You can rename frames. To do it, click the current title and enter a new name.

Delete a frame

To remove a frame, hover over it and click the trash can icon.

In this article
Add a block to a scenario Connect blocks Save, duplicate, or delete a block Rename a block Bulk actions on blocks with frame
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