Guide to Recharge Automation Flows

   Before you get started: Recharge offers multiple checkout platform options to best suit your business needs. This guide will show how to create Recharge Automation Flows for both stores that use the Recharge Checkout on Shopify and Shopify Checkout checkout platform options. To identify your store's checkout platform, check here

Recharge is the leading subscriptions payments platform designed for merchants to set up and manage dynamic recurring billing across the web and mobile.

Once you have enabled and set up your Recharge integration, you can create Recharge automation flows using specific Recharge triggers and message tags.

How Recharge Automation Flows Benefit You


  • Send abandoned cart flows to customers who do not complete their checkout.
  • Quickly notify subscribers when their recurring payment doesn't process.
  • Give subscribers the option to add an item to an upcoming subscription shipment.
  • Allow subscribers to skip their upcoming shipment via text.

Abandoned Cart Automation Flow


With a Recharge Abandoned Cart automation flow, you can target potential customers who do not complete their checkout process via your Recharge checkout. All abandoned cart flows must contain a single message that is scheduled to send within 48 hours of the trigger event, per carrier guidelines. You can learn more about these guidelines here.

Automation Properties Create Your Message

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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, then select Continue.
  4. Select Create a new automation, then select Create Flow. 
  5. Give your automation a name. We recommend you give it a name that indicates its purpose (i.e. Recharge - Abandoned Cart).
  6. In the Automation properties editor, locate the Add a subscriber if drop-down.
    • For stores using Recharge Checkout on Shopify checkout platform, select Recharge - Checkout Started.
    • For stores using Shopify's Checkout platform, select Checkout Started.
  7. In the Automation properties editor, locate the Remove a subscriber if drop-down and select Recharge - Order Created (tip: since we want to target those who start, but do not finish the checkout process, adding a cancellation event will remove a subscriber if they place an order).
  8. Add other automation properties (i.e. subscriber frequency filter, subscriber filters, trigger filters, etc.) as needed. Learn more about automation properties here
  9. Select Save in the bottom right corner of the Automation properties editor. 

Charge Failed Automation Flow


With a Charge Failed flow, you can quickly notify customers via SMS when Recharge cannot process their subscription payment.

Automation Properties Create Your Message

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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, then select Continue.
  4. Select Create a new automation, then select Create Flow. 
  5. Give your automation a name. We recommend you give it a name that indicates its purpose (i.e. Recharge - Failed Charge).
  6. In the Automation properties editor, locate the Add a subscriber if drop-down and select Recharge - Charge Failed.
  7. Add other automation properties (i.e. subscriber frequency filter, subscriber filters, trigger filters, etc.) as needed. Learn more about automation properties here
  8. Select Save in the bottom right corner of the Automation properties editor. 

Guide to Recharge Automation Flow Triggers and Tags


A trigger is an event that kicks off an automation flow. For example, if you would like a subscriber to receive your automation flow after they place an order through Recharge, the trigger, Recharge - Order Created, is what adds the subscriber to the automation queue and kicks off the automation for that subscriber.

Tags are dynamic personalization fields that can be added to your messages in order to customize the experience subscribers have with your brand. Examples of tags are abandoned cart links, your shop link, or a link that redirects customers to Recharge where they can update their billing information. Tags can also be dynamic placeholders that populate subscribers' first or last names.

Trigger Name Checkout Platform Definition Tags Available
Recharge - Charge Created Recharge Checkout on Shopify or Shopify's checkout The subscriber's recharge subscription begins.
  • Subscriber - First Name
  • Subscriber - Last Name
  • Shop - Name
  • Shop - Link
  • Product Link
  • Discount Link
Recharge - Charge Failed Recharge Checkout on Shopify or Shopify's checkout The subscriber's card on file was declined.
  • Subscriber - First Name
  • Subscriber - Last Name
  • Shop - Name
  • Shop - Link
  • Event - Update Billing Info Link
  • Product Link
  • Discount Link
Recharge - Charge Paid Recharge Checkout on Shopify or Shopify's checkout The subscriber's card on file was charged for a new shipment.
  • Subscriber - First Name
  • Subscriber - Last Name
  • Shop - Name
  • Shop - Link
  • Product Link
  • Discount Link
Recharge - Charge Upcoming Recharge Checkout on Shopify or Shopify's checkout The subscriber will be soon charged for their subscription.
  • Subscriber - First Name
  • Subscriber - Last Name
  • Shop - Name
  • Shop - Link
  • Product Link
  • Discount Link
Recharge - Checkout Started Recharge Checkout on Shopify

The subscriber began checkout.

  • Subscriber - First Name
  • Subscriber - Last Name
  • Shop - Name
  • Shop - Link
  • Event - Abandoned Cart Link
  • Product Link
  • Discount Link
Checkout Started Shopify Checkout

The subscriber began checkout.

  • Subscriber - First Name
  • Subscriber - Last Name
  • Shop - Name
  • Shop - Link
  • Event - Abandoned Cart Link
  • Product Link
  • Discount Link
Recharge - Customer Activated Recharge Checkout on Shopify or Shopify's checkout The subscriber has one or more active subscriptions.
  • Subscriber - First Name
  • Subscriber - Last Name
  • Shop - Name
  • Shop - Link
  • Product Link
  • Discount Link
Recharge - Customer Created Recharge Checkout on Shopify or Shopify's checkout A customer was created in Recharge.
  • Subscriber - First Name
  • Subscriber - Last Name
  • Shop - Name
  • Shop - Link
  • Product Link
  • Discount Link
Recharge - Customer Deactivated Recharge Checkout on Shopify or Shopify's checkout The subscriber no longer has any active subscriptions.
  • Subscriber - First Name
  • Subscriber - Last Name
  • Shop - Name
  • Shop - Link
  • Product Link
  • Discount Link
Recharge - Order Created Recharge Checkout on Shopify An order was created.
  • Subscriber - First Name
  • Subscriber - Last Name
  • Shop - Name
  • Shop - Link
  • Product Link
  • Discount Link
Order Created Shopify Checkout An order was created.
  • Subscriber - First Name
  • Subscriber - Last Name
  • Shop - Name
  • Shop - Link
  • Product Link
  • Discount Link

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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