Campaigns (previously called Flows) decide who gets a text from VYG Conversations, when they get it, and what it says. You build each campaign on a canvas by connecting a trigger to a Live Agent, then turn it on when you're ready.
Step 1: Go to Campaigns
In the left sidebar, click Campaigns, then click New Campaign.
Step 2: Choose a campaign type
In the Select Campaign Type window, choose Customer Event (Drip). The other types are marked Coming soon.
Your new campaign opens in the builder as a Draft, named Abandoned Cart (with a number if you already have one). It starts with a single Event node.
Step 3: Pick the event that starts the campaign
The Select Event list opens on its own. Under Predefined, choose Checkout Abandoned.
You can also start a campaign from Order Placed or from a subscription event under Subscription.
Step 4: Set timing and who gets it
Above the Event node you'll find three settings:
Start after: how long to wait before the first text. New campaigns start at 30 Minutes.
One-time / Re-entry: whether the same customer can enter this campaign again, and after how long.
Filter: who the campaign is for. Click Add Rule, pick a field such as Customer Type or Cart value, set the condition, then click Save.
Step 5: Add a Live Agent
Hover over the right side of the Event node to open the node menu. Under Messaging, click Live Agent. It's added and connected for you.
Step 6: Write your messages
Click the Live Agent node, or click Edit above it. The panel has two messages, and both start with suggested text you can change:
Initial Message: the first text your customer receives.
Call to Action: the agent's reply after the customer texts back.
Click a message to edit it. To add details like the customer's first name or their checkout link, type { or click + Variable. Click Save under each message when you're done.
To send a picture with your message, click Image below the message and pick a JPEG, PNG, or GIF up to 1 MB. You can add one image per message. Messages with an image are sent as MMS, and the counter under the message shows MMS.
Step 7: Attach a discount
In the Discount section, open Attach a discount and pick an existing discount, or click + Create new discount to make one.
In the New discount window:
Name: a name only you see, like "Welcome 10% Off".
Discount Type: choose Percentage or Fixed, then set the amount.
Discount code: choose the Code Type. Dynamic gives every customer their own code.
Usage & limits: turn on One use per customer to set how many days the code is Valid for.
Click Save.
⚠️ The suggested Call to Action includes a discount code. If you don't want to offer a discount, choose No discount and remove the discount code from your message, otherwise it will show up blank.
Step 8: Add optional steps
From the same node menu under Logic & AI, you can add:
Delay: wait a set time, or until a certain day and time, before the next step.
Split Test: send customers down different paths to see which one works best.
Using the icons on the left side of the builder, you can also:
Scheduling: set a start and end date for the campaign.
Holdout Testing: hold back a small percentage of customers to measure how much the campaign adds.
Step 9: Send yourself a test
Click the Send Test icon on the left, enter your phone number, and click Send Test. Test messages don't count toward billing or your analytics. For more, see Sending a Test Message.
Step 10: Save and turn it on
Click Save at the top right. Then flip the switch next to it from Draft to Active.
⚠️ Once a campaign is Active, VYG Conversations starts texting real customers who match it. Changes you save to an active campaign apply right away.
Questions? Reach out to support@liverecover.com.