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Use "Excluded Categories" for Clean Data: Always use the "Exclude Categories" filter in the Affinity and Journey tabs. Removing non-product categories like "Shipping Fees," "Donations," "Gift Bag," or "Gift Card" is essential for accurate product analysis....

Q: Why is my Affinity Map all red or showing weak affinity for all products? A: This can happen for a few reasons: Date Range: Your selected time period may be too short to find meaningful patterns. Try expanding it to 6 or 12 months. Category Level: You ...

Step1: Navigate to the Report From the main menu, click on Reports. Select Purchase Basket from the sub-menu. Step 2: Analyze Product Affinity (Affinity Map Tab) This is the first tab, which answers the question: "What products are frequent...

Step 1: Access the Report First, navigate to the Reports section from the main navigation menu. Scroll down the list of available reports and click on Referral Reports. Step 2: Set Your Global Filters At the top of the report, you will find several filt...

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 Simple Flow On the "Existing Flows" dashboard, click the + Create a Flow but...

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 b...

Save Frequently: Always click the Save button as you build. Plan Your Logic: Before you build, sketch your flow on paper. It's much easier to plan your branches and logic in advance. Use 'Stop' Nodes: Every branch in your flow must have an end. I...

1. Tiered Birthday Bonus This flow sends a different bonus to a customer on their birthday based on their loyalty tier. Trigger: Webhook (This assumes you have a daily system that finds all customers with a birthday today and sends a webhook for each one...

Q: Why isn't my flow working? A: Check three things: Is the Status toggle set to Active? Did you click Save after your last change? Are all your branches connected? Check every Condition node to ensure both the "Yes" and "No" paths lead to another node (...

Q: Why isn't my flow sending? A: Check three things: Is the Status toggle set to Active? It must be "on" to run. Did you click Save after making your most recent changes? Is the trigger event actually happening? Check your other reports to ensure you are...

Always Use a Wait Time: Avoid immediate actions (0 minutes). A short wait of 5-10 minutes feels more natural to the customer and prevents any system race conditions. Clear Naming: Name your flows descriptively (e.g., "Post-Purchase NPS Survey - 2 Day ...

Welcome Message: Trigger: Loyalty Enrolment Wait: 5 Minutes Action: Send Email (with a "Welcome to the club!" message) Post-Purchase Feedback: Trigger: Loyalty Issuance (which happens on a purchase) Wait: 2 Days Actio...

Step 1: Navigate to Campaigns Select Campaigns and click on the +Create a Campaign button. Select SMS from the available "Mode of Communication" options. Step 2: Define Campaign Details Campaign Name: Enter a clear, internal name for your campa...

Step 1: Navigate to Campaigns From the main dashboard, select Campaigns from the left-hand navigation menu and click the +Create a Campaign button and select Email.   Step 2: Select Campaign Type You will be prompted to select the campaign type. For a st...