Flow: automations that show the right offer, and what each earned

The list

Every automation has a row: its name, the trigger it starts on, its steps, where it shows, when it last ran and what it earned in the last 30 days. Its switch pauses or activates it, and its menu opens or deletes it. All, Active and Paused filter the list, and the 30 day figure beside them is the sum of the rows. Log shows the newest shown and taken offers across your store.

Make an automation

Press New automation and pick three things in order:

• A trigger: Shopper views a product or the cart, Shopper opens checkout, or Shopper pays.
• An action that fits the trigger: an on-site offer, an order bump, a checkout upsell or a post-purchase offer. Actions that cannot follow the trigger are greyed out with the reason.
• The product, the price and, if you want, conditions: cart contains a product, cart subtotal, ships to, or new or returning customer.

Save creates the same rule Promotions makes and opens the new automation.

One automation

Press a row to open it. The automation is drawn as cards from top to bottom: the trigger, its condition, the action with its price and figures, and for a post-purchase offer what comes next if the shopper takes it or turns it down, then the end. The panel beside it has three tabs.

• Blocks lists triggers, actions and conditions. Drag one onto the canvas or tap it: the places it fits light up, the rest are greyed out with the reason.
• Settings sums the automation up in words, with its switch, its place in the rule order, Edit and Delete.
• Activity shows how often it was shown and taken, and the revenue, by day over the last 30 days.

To pause an automation, turn its switch off in the list or in Settings. To delete one, open its menu or Settings and press Delete; deleting a trail removes its first offer, and the offers it led to stay on Promotions. Deleting or pausing an offer also pauses the follow-ups no other trail leads to, and switching it back on leaves them paused until you switch them on.

An offer A/B test shows on the action card of its automation, and a thank-you page test at the end of a trail. Page and section tests live on A/B testing.

Checkout pages

Open Checkout pages from Flow to see every page you have designed, with Revenue, Impressions, Orders, AOV and CVR. The live page is the one your storefront serves, and the rest are saved and waiting. Press a row to open that page in the builder.

A dash in AOV or CVR means there was nothing to divide by, not a rate of zero. A line under the table names checkouts served before your store began recording which page a shopper saw. They are not attributed to any page.

Flow is part of the Checkout builder access for staff. Making, switching and deleting automations also needs Promotions access.