A flow, also known as a workflow, is a sequence that you design once and that repeats automatically for every customer who enters it. It begins with a trigger—such as a first purchase or an abandoned cart—and continues with defined steps: wait a certain amount of time, send a message, check whether the customer made a purchase, and decide what to do next.

Why does it matter?

The key moments in a customer relationship happen every day: someone makes their first purchase, another abandons a shopping cart, and yet another hasn’t returned in months. It’s impossible to handle each case manually. A workflow does it for you, at the right time and with a message tailored to the situation.

• Flow vs. Campaign: A campaign is a one-time mailing to an audience on a specific date. The flow is always active, and each customer enters when it's their turn.
• Typical structure: trigger, waits, messages, conditions, and an outcome (for example, when the customer makes a purchase).

Story mode

Martín, who works at an online home decor store, creates a post-purchase workflow. When a customer receives their order, the workflow waits three days and then sends them ideas for styling their purchase. A week later, it asks for their feedback. If the customer hasn't made another purchase within two months, it sends them a recommendation based on what they bought. Martín set it up once, and it works for every new customer.

How to Use It with Data4Sales

• Workflows are automated customer journeys that run 24/7. Examples: welcome, abandoned cart, abandoned browsing, post-purchase, repeat purchase, reactivation, and post-sale NPS.
• Each flow can use WhatsApp, email, and SMS, all managed from a single location.
• The web pixel allows you to use navigation data (categories and products viewed, searches) within workflows.
• "Opportunities " shows you workflows that you haven't activated yet, ready to run.

Related terms

• Shutter
• Marketing Automation
• Campaign
• Buyer's Journey