How to create flows in Automation studio

Use cases

Send a welcome note to a new subscriber / member

If you would like to send a welcome message to your newly joined customer, or visitor that has just signed up for your newsletter, you can easily do that in a couple of clicks. Here's how.

1. Navigate to Solver AI Suite > Automation
2. Click on "Create new flow" button
3. Define a name of the flow
4. From the dropdown menu for "Goal”, select "Improve customer experience"
5. From the dropdown menu for "Action”, select "Send Welcome mail"
6. Select a channel you would like to send the message through
7. Select the specific channel flow that best fits your need
8. Click on "Next step" to continue customizing your flow
9. Click on "Next step" to continue to the scheduling options
10. Once you set up the schedule time, by clicking "Create this automation", you flow will be created

Enable/Disable a flow

A created flow is at first disabled. It should be enabled, to be functional. You can do this when you navigate to Automation > Flows > Select a given flow > Click on "Enable" toggle button. 

Send a birthday card to a customer

If you would like to send a birthday wish to your customer, you can easily do that in a couple of clicks. You can specify the content or promotion, and the timing. Here's how.

1. Navigate to Solver AI Suite > Automation
2. Click on "Create new flow" button
3. Define a name of the flow
4. From the dropdown menu for "Goal", select "Improve customer experience"
5. From the dropdown menu for "Action", select "Wish happy birthday"
6. Select a channel you would like to send the message through
7. Select the specific channel flow that best fits your need
8. Click on "Next step" to continue customizing your flow
9. Click on "Next step" to continue to the scheduling options
10. Once you set up the schedule time, by clicking "Create this automation", you flow will be created

Send an after-purchase promotion to a customer

If you would like to send a thank-you note or a promotion to your customer, after they have completed a purchase, you can easily do that in a couple of clicks. You can specify the content or promotion, and the timing. Here's how.

1. Navigate to Solver AI Suite > Automation
2. Click on "Create new flow" button
3. Define a name of the flow
4. From the dropdown menu for "Goal”, select "Boost revenue"
5. From the dropdown menu for “Action”, select “After-purchase promotion”
6. Select a channel you would like to send the message through
7. Select the specific channel flow that best fits your need
8. Click on "Next step" to continue customizing your flow
9. Click on "Next step" to continue to the scheduling options
10. Once you set up the schedule time, by clicking "Create this automation", you flow will be created

Send a promotion to customers that have abandoned their cart

If you would like to send a reminder, or a promotion to your customers to motivate them to complete their purchase, you can easily do that in a couple of clicks. You can specify the content or promotion, and the timing. Here's how.

1. Navigate to Solver AI Suite > Automation
2. Click on "Create new flow" button
3. Define a name of the flow
4. From the dropdown menu for "Goal”, select "Boost revenue"
5. From the dropdown menu for “Action”, select “Cart abandonment reminder”
6. Select a channel you would like to send the message through
7. Select the specific channel flow that best fits your need
8. Click on "Next step" to continue customizing your flow
9. Click on "Next step" to continue to the scheduling options
10. Once you set up the schedule time, by clicking "Create this automation", you flow will be created