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Smart Flows Overview

Create Personalized Customer Journeys with Ease!

Christian Sokolowski avatar
Written by Christian Sokolowski
Updated over 5 months ago

For Shopify merchants aiming to enhance the customer experience while boosting conversion rates, lifetime value (LTV), and average order value (AOV), Smart Flows provides a powerful, customizable workflow editor. With support for both link-based and site-based journeys, it allows you to create personalized customer experiences and streamline the path to checkout — all without needing developer resources or technical assistance.

Understanding Flow Types

  1. Link-Based Flow:

    • Activated when a specific link is clicked, commonly used for marketing campaigns or links shared on websites and social media. These will directs users to a designated experience in the online store.

  2. Global Flow:

    • Automatically triggered when a user visits the online store, no specific link is required. Typically used for store-wide interactions or announcements.


Use Cases for Flows

  • Sitewide Promotions: Activate promotional messages or discounts for specified time frames.

  • Segmented/User-Based Experiences: Target new, returning, or location-based users with personalized flows.

  • Enhanced Email/SMS Support: Drive traffic to your site and simplify purchases by linking flows to campaigns.

  • Automatically Add Free Gifts: Encourage purchases by including free items directly in the cart.

  • GWP / Buy X Get Y Promotions: Reward customers with gifts or discounts when they meet purchase requirements.


Flow Builder Guide

The Flow Builder allows you to design powerful, user-centric flows using a variety of components to create personalized shopping experiences and promotions.

Pop-Up Messages

  • Create pop-ups to deliver targeted messages, promotions, or instructions.

  • Fully customizable with text formatting, images, buttons, and links.

Website Banner

  • Design banners for announcements, sales, or promotions.

  • Display customizable text and calls to action.

User Segmentation

  • Target users based on:

    • Returning Users: Visitors returning to the site after a 30-minute session gap.

    • New Users: First-time or recent visitors within a session window of 30 minutes or more.

    • Location: Target by country, state, or province.

Automatically Add Items to Cart

  • Automatically add free gifts or promotional items to the cart based on specified triggers or conditions.

Buy X Get Y

  • Create promotional offers where users receive a free or discounted item (Y) when purchasing a qualifying item (X).

  • Define thresholds or conditions for activation.

Cart Subtotal

  • Trigger flows based on the cart’s current subtotal to unlock offers, free shipping, or gifts.

Specific Date or Date Range

  • Set flows to activate within a defined time frame, making them perfect for holiday sales, limited-time offers, and special events.

Discount

  • Apply automatic discounts to qualifying orders during specific flow events.

Redirect

  • Automatically redirect users to specific landing pages or URLs when certain conditions are met.

Javascript

  • Add custom scripts to enable advanced behaviors or interactivity within a flow.

CSS

  • Customize the design of pop-ups, banners, and other components using CSS.


Flow Dashboard

Monitor, preview, and manage all your active and inactive flows from a centralized dashboard.

Dashboard Features:

  • Preview Flows: See exactly how a flow will appear to users.

  • Quick Insights: Get a glance at key performance metrics.

  • Flow Status: View whether a flow is active, paused, or completed.

Flow Insights

Track and analyze flow performance using customizable time periods.

Key Insights:

  • Total Clicks: (For link-based flows only)

  • Total Visitors

  • Orders

  • Conversion

  • Total Sales

  • Revenue Per Visitor

  • QR Clicks (For link-based flows)

  • Average Order Value (AOV)

Daily Insights:

  • Daily Click Count

  • Daily Visitor Count

  • Daily Order Count

  • Daily Conversion Rate

  • Daily Sales Rate

  • Daily Revenue Per Visitor

Start building your custom flows to enhance user engagement, drive sales, and personalize customer experiences!

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