Overview
A flow is a series of messages and steps that start on their own when a subscriber does something, such as signing up. This article builds a simple one: a welcome text, a one day wait and a follow-up text.
Flows can be used to automate any communication to a customer such as:
Appointment Reminders
Abandoned Cart
Review Request
Birthdays
Welcome
VIP Subscriber
and many more ~ all powered via your platform and integration data
Get Started
1. Go to Flows > New flow, then click Create a custom flow.
2. Type a name at the top. Click the trigger card, choose a Trigger category (Ecommerce or General) and a Trigger event, such as New subscriber, then click Done.
3. In the Steps list, click Send Text Message. Write your message, click Personalize to add details such as {first_name}, then click Save step.
4. Click the + under a step to add the next one. Choose Wait, pick Minutes, Hours or Days, and click Done. Click + again and choose Send Text Message for your follow-up.
5. Click Save to complete the flow setup.
6. Click Set as Live, then confirm in the Set this flow to Live? modal. You see "Flow is live - it will start sending on its next trigger."
What happens next
The flow starts sending when a subscriber triggers it. Messages wait for your Quiet Hours to end before they send. To stop it, click Set as Draft. Subscribers already part-way through still finish.
Helpful Information
Set as Live stays greyed out until the flow has a trigger and at least one step.
Cobalt scans your messages when you set a flow live. If one fails the scan, the flow stays a draft.
The builder does not save on its own. Click Save before you leave, or you see "Leave without saving?"
Troubleshooting
If a message step is empty, the red message under the flow name ends "a message step has no text and no image, so it would send an empty message." Add text to every message step, then click Set as Live again.
Shopify stores: Abandoned cart, Abandoned checkout, Viewed a product, Visited your site and Placed an order start from activity in your connected Shopify store. New subscriber works without one.
Get support
Questions? Please message our team via Live Chat on the bottom right or send us a text message at: 321-318-9777




