Create a Advanced Flow

Step 1: Navigate to Flow Automation

First, navigate to the Configuration section from the main menu on the left. From the sub-menu, click on Flow Automation.

Step 2: Create a New Advanced Flow

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

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

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.

• Loyalty Enrolment: Starts a flow when a customer first signs up for your loyalty program.
• Loyalty Issuance: Triggers when loyalty points are given to a customer, typically after a purchase.
• Loyalty Redemption: Triggers when a customer spends their loyalty points to claim a reward.
• Gift Issuance: Starts a flow when a gift card is purchased and issued to a customer.
• Reward Issuance: Triggers when a specific, non-point reward (like a coupon) is given to a customer.
• Gift Redemption: Triggers when a customer uses a gift card to make a payment.
• Loyalty Bonus: Starts a flow when a customer receives bonus points outside of a standard purchase (e.g., for a birthday).
• Tier Upgrade: Triggers the moment a customer earns enough to move up to a new loyalty tier (e.g., from Silver to Gold).
• On Purchase: Starts a flow whenever any customer completes a purchase transaction.
• Loyalty Adjustment: Triggers when a staff member manually adds or removes points from a customer's account.
• Referral Program: Starts a flow when a customer successfully refers a friend who signs up or makes a purchase.
• Webhook: An advanced trigger that starts a flow when an external system (like your website) sends a signal to OptCulture.
• Webform: Triggers when a customer submits a specific OptCulture-hosted webform (like a "Contact Us" form).
• Contact Added: A general trigger that starts a flow when any new contact is added to your database, regardless of the source.

 

Step 4: Add and Connect Action Nodes

Next, you will build the journey using "Action" nodes.

1. Click the Actions tab on the "Nodes" panel (left).

2. Drag your desired action (e.g., Defer, Condition, Email) onto the canvas.

3. To connect nodes, click and drag from the small circle on the bottom of one node to the small circle on the top of the next node.

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.

• 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.

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).

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.

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

This is the most powerful node. It creates a "Yes" / "No" branch.

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

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

3. Field: Click the search box to select the property you want to check.
   

4. Operator: Select how to compare the field (e.g., greater than, equals, less than).
5. Value: Enter the value to check against (e.g., 500).

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

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.