Guide to Campaign Flows

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We've designed this guide to introduce you to campaign flows, highlight strategies for different campaign types and messaging, and help you understand a campaign flow's overall and message-specific performance. We recommend looking through this guide to optimize Flow Builder for your brand.


Campaign flows equip you to offer a variety of experiences for your customers, whether it's a flash sale, promotion, or interactive campaign. Keep in mind that pairing campaign flows with strategic segmentation allows you to engage and send personalized messages to different pockets of your subscriber base and can result in high click-through rates, conversion, and overall earnings.

Campaign Flow Basics

In this section, we'll take a look at how to navigate the flow editor's main page, dive into campaign properties, and explain how reconnecting splits work.

Main Page Campaign Properties Reconnecting Splits

Understanding how to navigate the Campaign Flows main page is the first step to unlocking and harnessing the power of Flow Builder so your brand can optimize conversions, build an interactive SMS program, and create opportunities for hyper-segmentation.


  1. Select these three lines to unhide the Postscript navigation bar and navigate out of Flow Builder.
  2. Select Back to Flows to navigate out of the editor and into your Flows Dashboard.
  3. Give your campaign flow a name that helps you identify it from all campaign drafts or sent campaigns.
  4. Add a description to your campaign flow.
  5. Customize your flow by dragging and dropping Flow Actions into your campaign flow. Each action is broken down here.
  6. Preview your camapign properties. For more information on Campaign Properties, click the next tab in this module titled Campaign Properties to the right.
  7. Drag and Drop your Flow Actions (from step 5) to the Drag action here placeholders throughout your build.
  8. Save. Don't forget to save your flow when you are ready to schedule, launch, or need to continue editng at a later time.
  9. Schedule or Activate allows you to either activate your flow immediately or activate your flow at a scheduled date and time.
  10. This indicator shows the Status of your campaign. Statuses are Draft, Scheduled, Activated (meaning sending is in progress), and Completed.
  11. This tool allows you to zoom out, zoom in, or re-frame the entire flow (re-framing your flow is handy if you get lost in a void and aren't able to find your flow).

Flow Actions

Our toolkit of flow actions assists with perfecting the timing of your campaign send, allows you to experiment with various approaches through A/B splits, automates responses to subscribers based on their actions or inactions, and can tag subscribers based on their engagement with your brand for future hyper-segmentation. To add any of these actions, just drag them from the toolkit and drop them into your flow.

Send Message Delay A/B Split Subscriber Event Split Update Subscriber Add to Flow
Our Send Message tool offers a variety of customization options for you to create on-brand campaign messages. Tip! If you're unsure what your campaign message should include, check out the campaign flow templates we've crafted just for you! Screen Shot 2022-06-10 at 8.59.27 AM.png
    1. Add an image or gif to your message. Learn how to create a custom gif here
    2. Message editor. Edit your message here and preview it to the right. Check out these tips and tricks for how to craft a killer SMS campaign.
    3. Add emojis to your message by clicking the smiley face icon.
    4. Add tags to your messages such as the first or last name of your subscriber, your shop name, or shop link.
    5. Add product or discount links to your message. Discount links are links embedded with a Shopify discount. Note: only Shopify coupons can be included in campaigns.
    6. Add the copy "Reply STOP to unsubscribe" to your message by clicking the checkbox.
    7. Save. Once you've crafted your campaign message to your liking, don't forget to save!
    8. Hide the message preview by selecting the eye in the upper-right corner of the message preview.
    9. Preview your message by sending it to yourself before you activate your flow.
    10. Duplicate your message to make building out a flow of messages more efficient. 
    11. Delete your message by selecting this option or clicking Delete Step in the upper-right corner of the message editor.

Understanding Campaign Metrics

Metrics, or data, help you understand whether the messages you send are achieving the goals you've set. You can view the performance of your campaign flows on your Flows Dashboard page or on a specific campaign flow page. Simply select an activated flow to view overall performance metrics and metrics by a specific message.

Overall Performance Specific Message Performance Branch Analytics


  1. Revenue. The amount of sales dollars earned from orders created within your shop's designated attribution window following a campaign flow send. See your shop's attribution window here
  2. Total orders. The number of orders attributed to this campaign flow. This card also contains your flow' Conversion Rate (calculated by dividing the total amount of orders placed within your shop's designated attribution window by the total number of clicks * 100.)
  3. Total clicks.The total number of times subscribers have clicked any link in this flow. Click-through-rate (CTR) is also populated on this card (calculated by taking total clicks on all links divided by the total number of messages sent.
  4. Sent Messages. View the total number of messages that were sent during your campaign.
  5. Total subscribers. The number of subscribers that received this flow. This card also populates the unsubscribe rate for this flow (calculated by dividing the total number of unsubscribes attributed to a flow message by the number of total messages sent in this campaign flow).

Extra Resources

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