Field | Values | Description |
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Flow Name | | This is the name of the flow. Please note that this will appear in the UTM parameters so make sure it is appropriate for customers to see. |
What will trigger this flow? | Order - When an order has shipped Order - When someone creates an order Order - When a payment fails to process Order - When a payment successfully processes Order - When someone purchases a product Order - When someone has reviewed an item Order - When someone has not reviewed an item Order - When someone has not reviewed an item Order - When an order is out for delivery Order - When an order is delivered Order - When an expected delivery date becomes available or changes Auto Order - When someone subscribes to an auto order Auto Order - When an auto order has a pre-shipment notice Auto Order - When an auto order is cancelled Auto Order - When an auto order is paused Auto Order - When an auto order is resumed Auto Order - When an auto order is disabled Cart - When someone abandons a cart Cart - When someone's software will expire in one month Cart - Auto order disable recovery Cart - When an item comes back in stock Cart - When an item should be replenished Cart - When someone opts-in for marketing Customer - Wholesale Signup Customer - Wholesale Approval Customer - Shared Coupon Customer - Monthly store credit statement Customer - When someone uses store credit List - When someone is added to a list List - When someone is removed from a list Segment - When someone is added to a segment Segment - When someone is removed from a segment | The triggering event that will kick off this flow. If the first part of the trigger contains “Order” or “Cart” then it means that the marketing campaign will have access to either an Order or Cart object associated with the enrollment into the flow. |
From Friendly Name | | The name associated with the email address being used. This will appear in the customer’s email client so “<Name> as <Company>” is a great way to personalize this. |
Which address should emails send from? | | The email address to send from. The domain portion has to be one of your validated sending domains. |
Allow Concurrent Enrollment | | By default a customer can be enrolled in the flow multiple times concurrently. If that behavior is undesirable, uncheck the box. |
Customer Filter | Someone’s Cart Someone’s Order What someone has done or not done Someone’s auto orders If someone is or is not in a list If someone is or is not in a segment Loyalty cashback expiring soon (i.e. “expiring within the month”) Loyalty point balance Tags on someone AtData (formerly TowerData) about someone Properties about someone If someone has opted in to SMS messages If someone is or is not within the EU (GDPR) If someone is in BigQuery Someone’s proximity to a location Analytics about someone Pricing tiers assigned to someone | Allows for further filtering of the customers that enter the flow. This is similar to the segment filtering. Since flows are often associated with Orders or Carts, filtering based upon Someone’s Cart or Someone’s Order is very common. |