Learn about our Flows feature and how you can set-up the most valuable Flows to drive revenue. You can follow the video or written walkthrough below.
In this section:
- Learn about and look at examples of flows
- Set-up abandoned cart flow
- Set-up order confirmation & shipping flow
What is a Flow?
A Flow is an automated sequence that is sent to customers based on a specific trigger.
Within Octane AI, there are four types of Flows that can be sent to customers (our focus in this section is on 1&2):
- Abandoned Cart Flow
- Order Confirmation & Shipping Notifications
- Custom Flows (Pro & Premium Plan)
- Get Started Message
Abandoned Cart Flow
When a customer subscribes to the bot on your Shopify store and adds a product to their cart, we’re able to send an abandon cart flow through messenger if the customer does not complete their purchase.
One hour later, a message is sent to the customer with a link to their full cart. They can choose to follow through with their purchase with the Buy link!
If a customer does not purchase on the first abandon cart message, a second reminder is triggered 24 hours later with a link to their cart plus a discount code that has been offered for free shipping.
Order Confirmation & Shipping
A customer can receive their order status in Messenger. They’ll be sent their confirmation number, what they’ve purchased, and can opt-in to follow when the order has shipped.
In the Home page, navigate to Flows. Here you can see an analytics overview for all of the flows you have set-up.
You can also dive into each Flow deeper by going to their dedicated page under Flows in the left side menu. For example, Abandoned Carts below.
Pro & Premium users can create Custom Flows with customized triggers. Within this series, we’ll focus on the main Flows but you can learn more about Custom Flows here.
Setting Up Flows
Let’s set-up your abandoned cart flow. In the Abandoned Carts page under Flows, you can scroll to the bottom to turn the abandoned cart flow on or off. You can also turn Flows on or off from the Home page.
By clicking on edit, you can customize how long after the customer abandons will they receive the message, add in a discount from your Shopify back-end, and customize the message sent to customers.
By default, the message is optimized for conversions however you can customize the message around the abandoned cart that is sent to customers. The cart itself and buy button is pre-set.
You can now edit the second reminder. This is what will send if the customer does not respond to the first abandoned cart message sent. Here, you can add or change the discount offered and customize the message around the cart!
In the Confirmation & shipping section under Flows, you can edit the order confirmation and shipping notification flows in a similar workflow.
Now go ahead and set-up your Abandoned Cart and Order & Shipping Notification flows!