Available on the Free plan
Early access
The flow builder is in early access and is available only to certain stores.
The flow builder shows your flow as a chart of its steps, from the trigger at the top to the last email. Add emails, delays and a conditional split to send different emails to different customers, and nothing changes for your customers until you save.
How the flow builder works
Here's how a flow is laid out in the flow builder:
The trigger sits at the top. Click it to open Trigger and conditions, where you change the flow's entry filters and exit conditions.
The steps follow below it. An Email sends one email, a Delay waits before the next step, and a Split sends customers down the first path they match.
Click a step to open its settings on the side of the page.
Every change waits until you click Save. Until then, the top of the page shows Unsaved changes, and Undo and Redo step through your changes.
Each email shows Live or Draft. Customers who reach a draft email skip it and move on to the next step.
After you save, a step with a problem is marked Needs attention. Hover over the badge to see what's missing.
On a flow that has sent emails, each email shows its figures. Click View report for the flow's full report.
How a conditional split works
A split sends some customers down one path and everyone else down another. Here's how it decides:
Your customer reaches the split.
Judge.me checks them against the Path #1 conditions.
Customers who match go down Path #1. Everyone else goes down Everyone else.
A customer who reaches the end of a path with no more steps leaves the flow.
A split uses the same conditions as the flow's exit conditions, such as order count or customer tags. When you add a split, the steps below it move onto Path #1, and Everyone else starts empty.
Considerations
Before you set up a flow in the flow builder, review the following considerations:
A flow can have up to 100 steps. Each email, delay and split counts as a step.
A flow can have 1 split, with 2 paths.
Splits aren't available on the Browse abandoned flow, and the Browse abandoned flow sends 1 email.
When you add an email, a 1-day delay is added above it, unless a delay is already there.
A delay can be from 0 to 90 minutes, hours or days. A delay of 0 sends the next email right away. On the Abandoned cart and Browse abandoned flows, a delay can be from 30 minutes to 14 days.
Turn on, Turn off and More actions work only once your changes are saved.
Customers already in a flow carry on from the step they're at, with the flow as you saved it. If a save moves customers or takes them out of the flow, the flow builder shows how many before you confirm.
A change to a delay applies to customers who reach it after you save. Customers already waiting keep their timing.
New entry filters apply to customers who enter after you save. Exit conditions apply to everyone in the flow from their next email.
On a live flow, an email marked Needs attention is skipped until you fix it, and a split with no condition sends everyone down Everyone else.
If Judge.me can't check a customer against the split's conditions, it tries again for up to about a day. If it still can't, the customer leaves the flow, and the report shows Couldn't check the split condition.
In the Back in stock flow, the first email is the restock alert. It can't be moved or deleted, and it stays live while the flow is on.
If someone else saves the flow while you're editing it, you can choose Save mine anyway or Discard mine and reload. Your changes stay until you choose.
On a phone, some flow builder features aren't available, such as dragging steps, editing an email or choosing a template. Use a tablet or desktop for the full flow builder.
Set up a flow in the flow builder
Step 1: Add an email
Available on the Free plan
To add an email to a flow in the flow builder:
From your Judge.me Email app, go to Flows.
Click the flow you want to change.
Click the + button where you want the email, then select Email.
In the Email name field, enter a name. Only you see it.
In the Subject line field, enter the subject line.
In the Template section, click Choose a template, then choose a template.
On the email's card, turn on the toggle to set the email live.
Click Save.
If a window asks to save changes to the flow, check who the change affects, then click Save.
You can also drag Email from the Actions list onto the flow.
Step 2: Add a conditional split (optional)
Available on the Free plan
To add a conditional split to a flow in the flow builder:
From your Judge.me Email app, go to Flows.
Click the flow you want to change.
Click the + button where you want the split, then select Split.
In the Path #1 conditions section, click Edit.
Add the conditions customers must match to go down Path #1. To learn how conditions work, see Building segments and flow filters.
Click Done.
Optional: To send other emails to everyone else, click the + button under Everyone else, then select Email.
Click Save.
If a window asks to save changes to the flow, check who the change affects, then click Save.
Step 3: Turn on the flow
Available on the Free plan
To turn on a flow in the flow builder:
From your Judge.me Email app, go to Flows.
Click the flow you want to change.
Click Turn on.
In the confirmation window, click Activate flow.
If a red banner lists problems instead, see Troubleshoot below.
Customize a flow in the flow builder
Available on the Free plan
Change a delay
To change a delay in the flow builder:
From your Judge.me Email app, go to Flows.
Click the flow you want to change.
Click the delay you want to change.
In the Wait field, enter a number.
From the Unit dropdown, select one of the following options:
minutes
hours
days
Click Save.
Move a step
To move a step in the flow builder:
From your Judge.me Email app, go to Flows.
Click the flow you want to change.
On the step's card, click the ⋯ icon, then select Move to….
From the Path dropdown, select the path you want the step on.
From the Position dropdown, select where the step goes in that path.
Click Move.
Click Save.
You can also drag a step to a new place in the flow. Let go of it on the highlighted gap: a step let go anywhere else goes back where it was.
Delete a step
To delete a step in the flow builder:
From your Judge.me Email app, go to Flows.
Click the flow you want to change.
On the step's card, click the ⋯ icon, then select Delete.
If you're deleting a split, in the confirmation window, select one of the following options:
Keep one path and remove the split — keeps the steps on the path you pick in the Path to keep dropdown
Delete the split and everything in it — removes both paths and their steps
If a confirmation window opens, click Delete email, Delete delay or Delete split.
Click Save.
Customers waiting for a deleted email move on to the next step. Customers waiting on a deleted delay move on to the next step after you save. When many customers are waiting, they move on in groups over up to 6 hours. Customers on a deleted path leave the flow.
Change who enters or leaves the flow
To change the entry filters or exit conditions of a flow in the flow builder:
From your Judge.me Email app, go to Flows.
Click the flow you want to change.
Click the Trigger and conditions card at the top of the flow.
In the Entry filters or Exit conditions section, click Edit.
Add or change the conditions. To learn how conditions work, see Building segments and flow filters.
Click Done.
Click Save.
Discard unsaved changes
To discard your unsaved changes in the flow builder:
Click Discard.
In the Discard unsaved changes? window, click Discard changes.
Troubleshoot
I turned on the flow and got "Fix the following before activating"
I turned on the flow and got "Fix the following before activating"
If you click Turn on and a red banner says "Fix the following before activating", the flow has steps that need fixing before it can send. The banner lists up to 5 kinds of problem, and each step at fault is marked Needs attention.
Check the following:
Every email has an email name, a subject line and a template. Draft emails count too.
Every delay has a wait, and a step after it.
At least 1 email is live.
The split has a condition, and Path #1 has at least 1 step.
The Path #1 conditions don't name an email that comes after the split. Customers reach the split before they get that email, so the condition can't match.
An email that shows products from a collection has a collection chosen.
In the Back in stock flow, the restock alert is live.
If it says You can have up to 250 live flows for this trigger. instead, turn off another flow with the same trigger first.
Resources
See our latest updates:
➡️ Check our Unboxed page to discover newly launched features and improvements from Judge.me.