Setting up SmartFlows effectively can transform how you engage with users, streamline workflows, and boost conversions. But with so many customization options available, it’s crucial to configure them correctly to get the best results.
In this guide, we’ll walk you through the complete process of configuring Smart Flows, covering everything from message settings to segmentation, triggers, and more. Whether you're setting up link-based or global flows, this step-by-step tutorial will help you optimize your SmartFlows for maximum impact.
If you're Interested in specific settings and definitions for Smart Flow please refer to our settings guide for step by step instructions.
SmartFlows Configuration Guide
SmartFlows offer a range of possibilities, allowing for a highly customizable experience. While we'll walk you through a high-level example in our how-to video, keep in mind that there are countless ways to tailor flows to your needs. Below are the general steps to get started:
Access SmartFlows in the Admin Panel
Navigate to the Rebuy SmartFlows section in the admin panel.Create a New Flow
Click "New Flow" and choose between a Global Flow or a Link-Based Flow.Global Flow: This flow will appear on the site until manually disabled.
In global flows, you can choose from multiple templates or you can start from scratch. Some templates we offer are:
Simple announcement banners
Cart threshold discounts
Welcome popup with banner
Storewide sales
Shipping unlock
Link-Based Flow: This flow will only activate when a user clicks on a unique URL.
Name Your SmartFlow
Assign a name to your SmartFlow and click "Create."Customize Your Flow Steps
Once the flow is created, choose your first step. This will open the customization modal, allowing you to fine-tune you your messages, segmentation, actions, conditional rules, discounting, and a host of other advanced options. You can learn more about each setting in our settings guide.
Link-Based Flow
In this example, we will be running a campaign offering a free mug to our valued customers. The link-based flow will be integrated into our email campaign, allowing us to target specific customers who are eligible to receive the free mug.
Link Based Flow #2
In this example, an influencer will share a product on their social media story, offering 20% off. With one click, the item will be added to the cart, the discount applied, and the user redirected to checkout. Plus, we'll show you how to create a QR code to print and distribute locally!
Global Flow
In this example, we will be offering a free gift for anyone who spends over $75. This will show up on site via a banner when people arrive on-site. When they meet the $75 requirement, then a pop-up will appear for them to choose the size of their free gift.
Questions?
Checkout our FAQs or reach out to support for any clarifying questions!