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Create a Advanced Flow

Step 1: Navigate to Flow Automation

First, navigate to Marketing > Automated Journeys in the left-hand menu.

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Step 2: Create a New Advanced Flow

In the "Existing Flows" dashboard, click the + Create a Flow button.

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A pop-up will ask you to choose the type. Select Advanced.

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Step 3: Select Your Trigger

You will now see the blank canvas. Your first step is to choose the event that will start this flow.

  1. On the "Nodes" panel (left), make sure you are on the Triggers tab.

  2. Drag your desired trigger onto the canvas. This will be step0.

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Available Triggers:

  • Loyalty Enrolment: Starts when a customer first signs up for the loyalty program.

  • Loyalty Issuance: Triggers when points are awarded, typically after a purchase.

  • Loyalty Redemption: Triggers when a customer spends points to claim a reward.

  • Gift Issuance: Starts when a gift card is purchased and issued.

  • Reward Issuance: Triggers when a non-point reward (like a coupon) is given.

  • Gift Redemption: Triggers when a customer uses a gift card for payment.

  • Loyalty Bonus: Starts when a customer receives bonus points (e.g., a birthday bonus).

  • Tier Upgrade: Triggers the moment a customer moves to a higher loyalty tier.

  • On Purchase: Starts whenever any customer completes a purchase transaction.

  • Loyalty Adjustment: Triggers when a staff member manually adds or removes points.

  • Referral Program: Starts when a customer successfully refers a signed-up friend.

  • Webhook: An advanced trigger that starts a flow via an external system signal.

  • Webform: Triggers when a customer submits an OptCulture-hosted webform.

  • Contact Added: A general trigger that starts when any new contact enters the database.

  • Event: Triggers based on Online order status.
Step 4: Add and Connect Action Nodes

Next, you will build the journey using "Action" nodes. Click the required Action on the left panel.

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Action Sidebar Definitions:

  • Communication Channels: SMS, WhatsApp, Email, Apple Wallet, RCS.

  • Flow control:

    • Stop: Ends the specific workflow branch.

    • Condition: Creates branching logic.

    • Defer: A wait timer.

    • Run Snippet.

  • Loyalty: Add Points, Assign Tier, Issue Coupon, Load Loyalty.

  • Integration: Load Contact, Webhook Action, Push Event to Meta, Push Contact to Meta, Load Persona.

Step 5: Configure Your Nodes 

This is the most important step. You must click on each node you add to open the Configuration Panel on the right and set it up.

Example A: Configuring a 'Defer' (Wait) Node

This node pauses the flow for a set time.

  1. Drag the Defer node onto your canvas and connect it.

  2. Click the Defer node. The "Edit - Defer" panel will open.

  3. Set the Delay Type (e.g., Minutes, Hours, Days) and Delay Value (e.g., 2).

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Example B: Configuring an 'Email' Node

  1. Drag the Email node onto your canvas and connect it.

  2. Click the Email node. The "Edit - Email" panel will open.

  3. Enter the Template Id for the email you want to send and fill in other required fields.

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Example C: Configuring a 'Condition' (Branching) Node

  • Drag the Condition node onto your canvas and connect it.

  • Click the Condition node to open the "Edit - Condition" panel.

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  • Field: Click the search box to select the property you want to check. You can insert variables categorized into:

    • Email: The customer's email address, used for identification and email communications.

    • Phone: The customer's mobile phone number, used for identification and SMS communications.

    • Card Number: The unique identification number for the customer's loyalty or membership card.

    • First Name: The customer's first name, used for personalization.

    • Receipt Number: The unique identifier for a specific sales transaction receipt.

    • Receipt Amount: The total monetary value of a customer's transaction (purchase).

    • Store Number: The unique ID for the store location where a transaction or event occurred.

    • Earned Type: The category of points or currency earned (e.g., "Purchase," "Bonus").

    • Earned Value: The specific number of points or currency earned in a single transaction.

    • Currency Balance: The total amount of spendable, non-point currency (like a gift card balance) a customer has.

    • Point Balance: The total number of spendable loyalty points a customer currently has.

    • Tier Name: The name of the customer's current loyalty tier (e.g., "Silver," "Gold," "Platinum").

    • Transaction Date: The date (and time) a specific purchase or event occurred.

    • LifeTime Points: The cumulative total of all points a customer has ever earned.

    • LifeTime Purchase Value: The cumulative total monetary value of all purchases a customer has ever made.

    • Quantity: The number of items or units involved in a transaction.

     

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  • Operator: Operator: Select how to compare the field (e.g., greater than, equals, less than).

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  • Value: Enter the value to check against.

Step 6: Build Your Logic (Yes/No Branches)

The Condition node will now show a green "Yes" branch and a red "No" branch. You must add actions to both paths, even if it's just a Stop node.

See the example flow below:

  • Trigger: Loyalty Issuance (a purchase is made).

  • Step 1 (Condition): Is Receipt Amount greater than 500?

  • Yes Branch (step2): Send SMS (e.g., a "high-value customer" thank you).

  • No Branch (step3): Check another Condition. for greater than 1000

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Step 7: Save and Activate Your Flow

Your flow is not "live" until you activate it.

  1. Click the Save button in the top-left corner.

  2. Click the Status toggle to switch it from inactive to Active.

Your flow is now running and will process all new customers who meet the trigger.

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