How to Create a SMS/Email Flow?

Open "Automatic Marketing" in the menu bar. Choose "Flow" and then click "Create Flow."

Step 1: Selecting Triggers. Plexins has designed six basic triggers based on store operations, and you can choose the ones that best suit your needs.

Once you have selected the triggers, you need to configure some basic trigger conditions.

Note: For different filters, the setting method of trigger frequency is the same, but the filter conditions will be different.

Step 2: Select the next flow condition.

Here are the three options available:

The first option is to add customer filters.

Users who meet the selected conditions will be directed to the "Yes" branch, while those who don't will be directed to the "No" branch. Based on these user classification conditions, you can proceed with further flow settings.

The second option is to add action.

1）In this option, select "Send SMS." Then, you need to edit the SMS content. You can click on the template option in the top right corner to choose a template if desired. We recommend including URLs and discount codes in the SMS content to increase conversions.

Note: If you select a discount variable but do not set a discount value, the variable will be displayed in red to remind you to add it. Once you have added the necessary details, you can save the content.

2）In this option, select "Send Email." Then, you will proceed to set up the email content. You need to edit your email template, subject line, sender name, sender email address, and the email address where users can reply.

Note: If you need to add email addresses for sending and replying or set up a domain, please go to the "Email" section of Settings. 

For instructions on setting up a custom domain, click here.

The third option is to add timing.

This timing refers to the delay time, which determines how long after the user triggers the event the activity will be executed.

In the "Add Action" section, there is an option for "Customer Tags." You can use this action independently or in combination with SMS or Email. For example, after sending an SMS or Email, add user filter conditions to categorize them and then apply corresponding tags to different user categories.

There are many ways to utilize flows. You can use user filter conditions for A/B testing or use the "Abandoned Cart" trigger for user recovery. By continuously combining and layering these basic triggers, you can design a set of flows tailored to your store's operations.

The above tutorial provides guidance on creating flows. If you have any further questions, feel free to reach out to us at any time!