Overview
A flow sends messages on its own when a subscriber does something, such as signing up. Flows can send an iMessage to iPhone subscribers and a text message to everyone else. This guide takes you through your first flows in the order most businesses set them up.
Get Started
Step 1: Start from a template
Go to Flows > Popular Templates. Each template comes with its trigger and messages ready to edit. Click Use template to open one in the builder.
Welcome: Starts when someone new subscribes.
Abandoned cart: Starts when a shopper adds to cart but does not check out.
Post-Purchase: Starts when a customer places an order.
Browse abandonment: Starts when someone views products without buying.
Win back: Starts when a subscriber has not ordered in the last 90 days.
Step 2: Turn on your welcome flow
The welcome flow greets each new subscriber once, the first time they subscribe. Edit the messages, click Save, then click Set as Live.
Step 3: Build your own flow
Go to Flows > New flow and click Create a custom flow. In the Flow trigger panel, choose a Trigger category, Ecommerce or General, and a Trigger event. Then add steps such as Send Text Message, Wait and Branch.
Ecommerce: Shopping and subscriber events, such as New subscriber, Birthday and Placed an order.
General: Events that need no online store, such as Subscriber added to Manual Segment, Keyword Opt-In, Inbound Message, Date and Time and Webhook.
Step 4: Check how your flows perform
On the Flows page, click the three dots on a flow's row, then click Analytics. The report shows how many people entered the flow, what happened to their messages, and the orders and revenue it earned.
Helpful Information
Flow messages wait for your Quiet Hours to end before they send.
Subscribers you import do not start the welcome flow.
Cobalt scans your messages when you set a flow live. If one fails the scan, the flow stays a draft.
Shopify stores: Abandoned cart, Abandoned checkout, Viewed a product, Visited your site, Placed an order and Win back start from activity in your connected Shopify store, so the Abandoned cart, Post-Purchase, Browse abandonment and Win back templates need one. Sign-Up Opt-In starts when someone subscribes through one of your popups, which show on your Shopify storefront.
Get support
Questions? Please message our team via Live Chat on the bottom right or send us a text message at: 321-318-9777