Create an Automation Flow

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Automation flows are the perfect way to create and send multi-stage communications triggered by a certain event (e.g., subscribing to texts, abandoning a cart, etc.). With Flow Builder, you can schedule individual messages, limit the frequency of how often a subscriber can enter your flow, and take advantage of Subscriber Event Splits.

Why You Should Create Automation Flows


  • Automation flows run in the background. No create-and-send or future scheduling which allows your brand to always be engaging with customers while getting time back in your busy day.
  • Flows give you the opportunity to engage subscribers through a series of highly customizable and creative text messages throughout their buying journey.
  • Create automations for several subscriber experiences including welcome series, abandoned carts, post-purchase, and more so you can target the right subscribers at just the right times.

How to Set Up Automation Flows


Get Started Set Automation Properties Build Your Flow

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    1. Select Messaging in the side menu of your Postscript dashboard, then select Flow Builder.
    2. Select Create Flow in the top-right corner of the page.
    3. Choose Automation as your flow type. Then click Create Flow.
    4. Name the automation. Choose a name that will allow you to easily identify and track this automation in the future.

 

FAQs


  • How can I preview my message before activating the flow? Hover over the message body within the flow. To preview the message before you send your automation flow, click the "Send Preview" button.
  • How do I deactivate a flow? Select Deactivate in the upper right corner next to Save Flow.
  • How can I copy or clone an existing automation flow? In the Flows view, find the flow you'd like to clone. Select the three-dot icon to the far right of an activated or drafted flow and select copy flow from the options listed.

 

Want to Learn More about Automation Flows?

Do a deep dive into Automation Flows. In this video, you will learn the difference between Automation Flows and Campaign flows, take a close look at automation property options, and learn how to customize your automation flow messages with merge tags and media.

 

Get Support


Have questions? Please feel free to reach out to our wonderful Support team at support@postscript.io or via live chat. You can also submit a support request here!

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