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.

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.

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.