This guide covers every configurable setting in the Smart Flows flow editor, organized by step type so you can quickly find what you're looking for. For instructions on creating and enabling a flow, see Configuring & Enabling Smart Flows.
Smart Flow Editor: Top Bar
These controls are always visible at the top of the editor, regardless of which step is selected.
Control | Description |
Flow Name | Editable inline. Click the pencil icon to rename. |
Flow Type badge | Read-only. Displays the flow type (for example, Global Flow). Set at creation and cannot be changed from the editor. |
Undo / Redo | Steps through changes made during the current editing session. |
Live toggle | Master on/off switch for the flow. Flows do not run until this is turned on. |
Preview | Opens a storefront preview mode in a new tab. Only available after the flow has been saved with at least one step. |
Save | Saves the current configuration. Only active when there are unsaved changes. |
(Screenshot above: Rebuy Admin Smart Flows flow editor showing the top navigation bar with "Exit", the flow name, a pencil edit icon, "GLOBAL FLOW" badge, undo/redo controls, help icon, "Live" toggle enabled, "PREVIEW" link, and "Save" button)
Smart Flow Step Types Overview
Steps are Smart Flow components added from the left sidebar, organized into four categories:
Promotions: Add Items to Cart, Discount, Buy X Get Y
Messages: Popup Message, Website Banner
Targeting Rules: Customer Type, Cart Subtotal, Date, Klaviyo Segments, Location
Advanced: Custom Code (CSS / JS), Redirect
Smart Flow Promotions
Available Smart Flow Promotional step components are Add Items to Cart, Discount, and Buy X Get Y.
Add Items to Cart
The Smart Flow Add Items to Cart component automatically adds one or more products to the customer's cart when the flow's conditions are met.
Product Selection
Add Products: Opens a product picker. Supports multi-select. Products with variants allow variant-level selection, controlling which options the shopper sees in the modal.
Quantity: Sets how many units of the product are added. Default: 1.
At Discount: Applies a discount to the added product. Options: None, Free, Percentage Off, Fixed Amount.
Discount Message: Optional text shown to the customer describing the discount (for example, "Your free gift has been added!").
Skip Add to Cart Modal: When enabled, adds the item without showing the modal. Typically used when variant selection is not needed.
If Trigger Fails: Controls what happens if the flow's conditions are no longer met. Options: Remove offer from cart (default), Do nothing.
Subscription
Product Type: Determines whether the added product is offered as One-Time Only, Subscription Only, or Both (One-Time & Subscription).
Modal Settings: Product
Configures the content shown inside the add-to-cart modal.
Title: Rich text field. Supports bold, italic, links, images, and heading levels.
Description: Optional. Checkbox to enable a description field below the title.
Cancel: Button text for dismissing the modal. Default: "No Thanks".
Submit: Button text for confirming the add-to-cart action. Default: "Add to Cart".
Modal Settings: Display
Controls the visual appearance of the modal.
Modal:
Show Backdrop: Dims the page behind the modal to focus shopper attention. Off by default.
Make Full-Width: Expands the modal to span the full width of the viewport. Off by default.
Modal Sections Padding: Adjusts internal padding. Range: 0 to 50. Default: 20.
Modal Border Radius: Rounds the corners of the modal. Range: 0 to 50. Default: 0.
Button Border Radius: Rounds the corners of buttons inside the modal. Range: 0 to 50. Default: 0.
Image:
Image Border Radius: Rounds the corners of product images. Range: 0 to 50. Default: 0.
Aspect Ratio: Controls the image crop ratio. Default: Square (1:1). Choosing a custom ratio enables the manual width and height inputs.
Image Max Height (px): Sets the maximum image height. Range: 100 to 500px.
Image Layout: Controls how the image fills its container. Default: Fill.
(Screenshot above: Rebuy Admin Smart Flows - Add Items to Cart - "Modal Settings: Display")
Modal Settings: Retrigger Offer Banner
An optional persistent storefront banner shown after the modal is dismissed, prompting the shopper to revisit the offer. Disabled by default.
Banner Text: Rich text displayed in the banner.
Retrigger Offer Text: Clickable link text that reopens the offer modal (for example, "See Free Gift!").
Dismissible: Allows the shopper to close the banner. Checked by default.
Banner Experience: Controls banner behavior. Default: Persistent Banner.
Colors: Custom background and text colors (collapsed by default).
Custom CSS: Advanced styling (collapsed by default).
(Screenshot above: Rebuy Admin Smart Flows "Retrigger Banner" settings)
Smart Flow Discount
The Smart Flow Discount component applies a Shopify discount code to the cart automatically when the flow's conditions are met.
Discount Code: Enter the discount code to apply. The discount logic (percentage off, fixed amount, free shipping, and so on) is configured in Shopify, not within Smart Flows.
This step applies a code based on flow logic. It is separate from the At Discount option available on individual products inside the Add Items to Cart step.
(Screenshot above: Rebuy Admin Smart Flows "Discount" promotion step settings)
Smart Flows can work seamlessly with Shopify Automatic Discounts. You can manage your Automatic Discounts via the Shopify admin.
Smart Flow Buy X Get Y
Rebuy Smart Flow's Buy X Get Y (BXGY) component rewards customers with a free or discounted item when they purchase a qualifying product or quantity.
(Screenshot above: Rebuy Admin Smart Flows "Buy X Get Y" promotion settings)
Display Mode & Single Screen
Display Mode: Controls how the BXGY modal is presented. The options are Standard or Post-Add Offer. Default selection is Standard.
Single Screen: When enabled, collapses the two-step modal (product selection, then variant selection) into a single screen. Off by default.
Buy X
Defines what the customer must purchase to qualify for the promotion.
If Customer Buys: Condition for triggering the offer. Default: Minimum quantity of specific items.
Quantity: Minimum quantity required. Default: 1.
Products: Add the qualifying products via the product picker.
Get Y
Defines what the customer receives when the Buy X condition is met.
Customer Gets Up To: Maximum quantity of the reward product(s). Default: 1.
Products: Add the reward product(s) via the product picker.
At Discount: Discount applied to the reward. Options: None, Free, Percentage Off, Fixed Amount.
Discount Message: Optional text describing the reward (for example, "Congratulations! You've earned a free gift.").
If Trigger Fails: Controls what happens if the customer no longer qualifies. Options: Remove offer from cart (default), Do nothing.
Subscription
Product Type: Whether the reward product is offered as One-Time Only, Subscription Only, or Both.
How the BXGY Modal Works
The BXGY modal experience depends on how many products the flow returns:
One product returned: Single-step modal. The variant selector appears in the initial frame.
Multiple products returned: Two-step modal. The shopper first selects which product they want (Product Selection screen), then selects a variant (Product screen).
Modal Settings: Product Display
Per-product configuration for the variant selection screen.
Select First Variant by Default: Pre-selects the first available variant when the modal opens. Checked by default.
Override Variant Modal Text: Enables custom text for the variant selection step.
Options Display: Controls how variant options are presented. Per option group (for example, Size or Color), choose the display type. Default: Dropdown. Other options include Swatches, Buttons, and Images.
Preview: Opens a live storefront preview of the product modal for that product.
Modal Settings: Product Selection (multi-product only)
Configures the first screen of the two-step modal, where the shopper chooses which Get Y product they want.
Title: Rich text heading for the product selection screen.
Description: Optional description field.
Automated Helper Text: Auto-generates a helper string (for example, "You can select up to 1 more product(s)"). Reflects the Customer Gets Up To quantity. Checked by default.
Modal Settings: Product
Configures the variant selection / confirmation screen.
Title: Rich text heading for this screen.
Description: Optional description field.
CTA labels, single Get Y product:
Submit: Confirm button text. Default: "Add to Cart".
Secondary Button: Optional dismiss button. Off by default.
CTA labels, multiple Get Y products:
Cancel: Dismiss the modal entirely. Default: "No Thanks".
Previous Step: Navigate back to the Product Selection screen. Default: "Back".
Current Step: Label for the step indicator. Default: "Product".
Next Step: Advance to the next step. Default: "Next".
Submit: Final confirm button. Default: "Add to Cart".
Modal Settings: Display
Show Backdrop: Off by default.
Make Full-Width: Off by default.
Modal Sections Padding: Range: 0 to 50. Default: 20.
Modal Border Radius: Range: 0 to 50. Default: 0.
Button Border Radius: Range: 0 to 50. Default: 0.
Image Border Radius: Range: 0 to 50. Default: 0.
Image Gap Spacing: Space between product images. Range: 0 to 50. Default: 10. (Available on BXGY, not on Add Items to Cart component.)
Aspect Ratio: Default: Square (1:1).
Image Max Height (px): Range: 100 to 500px.
Image Layout: Default: Fill.
Retrigger Offer Banner
An optional persistent storefront banner shown after the modal is dismissed, prompting the shopper to revisit the offer. Disabled by default.
Banner Text: Rich text displayed in the banner.
Retrigger Offer Text: Clickable link text that reopens the offer modal (for example, "See Free Gift!").
Dismissible: Allows the shopper to close the banner. Checked by default.
Banner Experience: Controls banner behavior. Default: Persistent Banner.
Colors: Custom background and text colors (collapsed by default).
Custom CSS: Advanced styling (collapsed by default).
Smart Flow Messages
Available Smart Flow Messages step components are Popup Message, and Website Banner.
Popup Message
The Smart Flow Popup Message component displays a modal overlay to grab immediate shopper attention. Useful for discount reveals, announcements, or promotional messaging.
For more setup details and Instructions see Smart Flows Popup Messages
(Screenshot above: Rebuy Admin Smart Flows Popup Message configuration)
Text
Title: Rich text. Supports bold, italic, underline, links, images, and heading levels. Default alignment: center.
Description: Rich text. Same formatting options as Title with an additional option for selecting product Recommendations: AI Recommended or Top Sellers. Always visible, unlike the Description field on Add Items to Cart.
Display
Show Backdrop: Off by default.
Make Full-Width: Off by default.
Modal Border Radius: Range: 0 to 50. Default: 0.
Button Border Radius: Range: 0 to 50. Default: 0.
Image Border Radius: Range: 0 to 50. Default: 0.
Colors
Background Color: Default: black.
Text Color: Default: white.
Reset to theme: Reverts to your Shopify theme's default colors.
Countdown Timer
Optional. Off by default. When enabled:
Timer Text: Optional label shown above the timer (for example, "Flash Sale Ends In:").
Time Zone: Read-only. Displays your shop's configured timezone. Editable in Rebuy settings.
End Date / End Time: Sets when the countdown reaches zero. Time options in 15-minute increments.
Timer Position: Top or Bottom of the modal.
Timer Layout: Inline, Stacked, Space Between, Space Around. Horizontal layouts stack vertically on mobile.
Timer Colors: Custom background and text colors for the timer element.
When the countdown reaches 00:00:00, the timer disappears automatically. The popup itself remains visible.
Call to Action
Primary Button: Enabled by default. Closes the modal. Label default: "Close". Alignment: Left, Center (default), or Right.
Secondary Button: Off by default. When enabled, adds a second dismiss button. Label default: "Keep shopping". No alignment control.
The canvas branches available depend on button configuration:
Primary only: Primary Clicked, Pop Up Dismissed.
Primary and Secondary: Primary Clicked, Secondary Clicked, Pop Up Dismissed.
Custom CSS
Code editor for advanced styling. Collapsed by default.
Website Banner
The Smart Flow Website Banner component displays a persistent, non-interruptive message bar. Useful for site-wide announcements, free shipping thresholds, or sale notifications.
(Screenshot above: Rebuy Admin Smart Flows Website Banner settings)
Banner
Banner Text: Rich text. Supports hyperlinks, bold, italic, and heading levels.
Dismissible: Shows an X button allowing shoppers to close the banner. Unchecked by default.
Colors
Background Color: Default: blue.
Font Color: Default: white.
Reset to theme: Reverts to your Shopify theme's default colors.
Countdown Timer
Same configuration as the Popup Message countdown timer. See that section above for details.
Custom CSS / Show Banner HTML
Custom CSS: Code editor for advanced styling.
Show Banner HTML: Expands to reveal the rendered HTML of the banner. Unique to the Website Banner step.
Smart Flow Targeting Rules
Available Smart Flow Targeting Rules components are Customer Type, Cart Subtotal, Date, Klaviyo Segments, and Location.
Customer Type
The Smart Flow's Targeting Rule Customer Type component routes the flow based on who is visiting.
Three sub-option components available:
Customer Tags: Matches customers by their Shopify customer tags. Set an operator (for example, "Has Any" or "Has ALL"), then enter tags and press Enter to add each one. Canvas branches: Match, No Match.
New Users: Binary rule. Rebuy uses online shopping sessions to determine new vs. returning users. A user is considered new if they have had less than 30 minutes of inactivity on the site. Canvas branches: If True, If False. No configuration sidebar.
Returning Users: Binary rule. A user is considered returning once their session resumes after 30 mins or more of inactivity.Canvas branches: If True, If False. No configuration sidebar.
Cart Subtotal
The Smart Flow's Targeting Rule Cart Subtotal component routes the flow based on the cart's current subtotal.
Standard Mode:
Set a condition (for example, "is greater than or equal to") and a dollar amount.
Canvas branches: If True, If False.
Tier Mode (activated via Use Tiers):
Define multiple subtotal tiers with minimum and maximum values.
Canvas branches: Below Tier 1, Tier 1 through Tier N, Above All Tiers.
Date
The Smart Flow's Targeting Rule Date component routes the flow based on date and time.
The available Smart Flow Date component configurations are:
Without end date: Set a start date and time. Canvas branches: If Before, If After.
With end date: Set both a start and end date and time. Canvas branches: If Before, If During, If After.
Time Zone: Read-only display of your shop's timezone, with a link to Rebuy settings.
Use a specific date for one-time events such as flash sales or launches. Use a date range for time-bounded campaigns such as seasonal promotions.
Klaviyo Segments
The Smart Flow's Targeting Rule Klaviyo Segments component routes the flow based on membership in a Klaviyo customer segment.
Segment: Select from segments imported from your connected Klaviyo account.
Resync Klaviyo: Manually triggers a refresh of your segment data. Segments sync automatically on an hourly basis.
Canvas branches: Includes User, Excludes User.
How it works: Smart Flows matches a customer to a Klaviyo segment using their Shopify account identity. This is different from how Rebuy widgets and data sources identify customers (which use email-based cookie matching). Because Smart Flows relies on Shopify account identity, the customer must be logged into their Shopify account for Klaviyo segment targeting to activate. Customers who are not logged in will not see flows that use Klaviyo segment conditions, even if they have previously provided their email on the site.
Once a customer logs in, any flow with a matching Klaviyo segment condition will display as expected.
Note: Klaviyo segments in Smart Flows targeting require the customer to be logged into their Shopify account. This is separate from how Klaviyo segments work in Rebuy Data Sources, where cookie-based email matching can identify customers without a login.
Location
The Smart Flow's Targeting Rule Location component routes the flow based on the shopper's geographic location.
Country: Target by country.
State / Province: Narrow targeting to specific states or provinces within the selected country.
Canvas branches: Inside Location, Outside Location.
Smart Flows Advanced Settings
Available Smart Flow Advanced step components include a Custom Code Editor (CSS/JS), and the Redirect component.
Custom Code (CSS / JS)
Two separate step types for injecting custom code into a flow.
Custom CSS: Apply styles to flow elements (modals, banners, buttons) to match your branding or campaign design.
Custom JavaScript: Execute custom logic after a flow action. For example, trigger a third-party analytics event or call a Rebuy API method after items are added to cart.
Redirect
The Smart Flow's Redirect component sends the shopper to a specific page as a terminal action in the flow.
Redirect Page: Options: Homepage, Cart, Checkout, Custom URL.
The Redirect step runs only once per flow execution and has no branch outputs. It is a terminal node.