How to Set Up and Create an Email Action Flow in Yotpo
Overview
Follow this guide to learn how to create an Email action flow in Yotpo!
What Are Flows?
Flows in Yotpo SMS & Email are designed to automate a sequence of actions based on different triggers throughout the sales funnel. This feature streamlines the setup of automated text messages, enhancing your marketing campaigns with tailored communications.
You can either create a new flow from scratch or activate one of Yotpo’s predefined flow templates to optimize your efforts quickly.
Elevar Events and Properties:
When setting up Yotpo as a server-side destination, several Elevar events are tracked. Below is a list of the events and their corresponding properties that are sent:
| Event Name | Properties |
|---|---|
| elevar_page_view | Event Location URL, Cart Total, Country Code, Currency, Currency Symbol |
| elevar_view_item_list | Event Location URL, Cart Total, Currency, Currency Symbol, Product Brand, Product Image, Product List, Product Id, Product Name, Product Price, Product Sku, Product Variant ID, Product Variant Name, Email Product Block Ids |
| elevar_view_item | Event Location URL, Cart Total, Currency, Currency Symbol, Product Brand, Product Image, Product List, Product Id, Product Name, Product Price, Product Sku, Product Variant ID, Product Variant Name, Email Product Block Ids |
| elevar_add_to_cart | Event Location URL, Cart Total, Currency, Currency Symbol, Product Brand, Product Image, Product List, Product Id, Product Name, Product Price, Product Sku, Product Variant ID, Product Variant Name, Product Quantity, Product URL, Email Product Block Ids |
| elevar_begin_checkout | Event Location URL, Cart Total, Country Code, Currency, Currency Symbol, Product Brand, Product Image, Product Id, Product Name, Product Price, Product Sku, Product Variant ID, Product Variant Name, Product Quantity, Email Product Block Ids |
| elevar_purchase | Event Location URL, Cart Total, Country Code, Currency, Currency Symbol, Product Brand, Product Image, Product Id, Product Name, Product Price, Product Sku, Product Variant ID, Product Variant Name, Product Quantity, Email Product Block Ids |
Perfer to watch a video?
Follow this video to learn how to set up Yotpo as a server-side destination and how to create flows!
How to Set Up An Email Action Flow in Yotpo:
Create Flow From Scratch:
- Begin on your Yotpo homepage and use the left-hand navigation menu to click on the "Flows" tab. An additional drop-down menu will appear, click on the "My Flows" tab.
- Once on the flows page of your Yotpo account, locate and click on the "Create flow" button in the upper right-hand corner of the page.
- (See Figure 1)
_Figure 1_
Select Trigger:
- After clicking on the "Create flow" button, you will be brought to a new page.
- Navigate to the section of the page titled "Trigger" and click on the "Choose Trigger" button.
- Use the search function to locate Elevar triggers, and select the relevant flow trigger based on the event you are looking for.
- (See Figure 2)
_Figure 2_
Add Delay:
- After selecting a trigger, you will need to add a delay to the flow.
- Navigate to the flow and click on the "Add Step" button. Then locate and click on the "Delay" button.
- Navigate to the section of the page titled "Setup Delay" and use the drop-down menu to select the "Hour/s" button.
- Navigate to the section of the page titled "Delay" and use the text box to enter the value "1".
- (See Figure 3)
_Figure 3_
Select Action:
- After adding a delay, you will need to select an action for the flow.
- Navigate to the section of the page titled "Action" and click on the "Choose action" button.
- Locate and click on the "Email Message" button. This means an email message will be sent as an outcome once the trigger ( e.g., add to cart Elevar) is sent from Elevar based on conditions and delays set up in the flow.
- (See Figure 4)
_Figure 4_
Configure Text:
- After selecting the trigger and action of the flow, you will need to configure the text of the email message.
- Navigate to the section of the page titled "Email Subject" and use the text box to enter the desired message.
- Navigate to the section of the page titled "Preview Text" and use the text box to enter the desired message.
- Navigate to the section of the page titled "Please set up the Discount before sending" and use the text box to enter the discount if applicable for the flow.
- Once you have entered all of the required information needed for configuring the text of the email message, locate and click on the "Edit design" button located at the bottom of the section.
- (See Figure 5)
_Figure 5 _
Edit Design:
- Once you have clicked on the "Edit design" button, you will be brought to a separate page. Use the top navigation menu and click on the "Content" tab. Here you will be able to edit the email template to fit your brand design.
- Locate and click on the "Blocks" tab. An additional drop-down menu will appear, ensure that you click on the "Dynamic Products" button.
- The Dynamics Products setting will display products in your email based on triggers from your flows. For example, this will show products left in an abandoned cart or a list of products purchased. This will be populated with the abandoned checkout/browse products for each customer.
- Additionally you can add your logo by clicking on the "Logo" button.
- (See Figure 6)
_Figure 6_
Best Practice: Ensure that you set the Max products to show to 1.
Return to Flow:
- Once you have edited the email template to fit your brand design, locate and click on the "Back to flow" button located in the upper right-hand corner of the page.
- (See Figure 7)
_Figure 7_
Name Flow and Save:
- After you have entered all of the required information for creating a new flow in Yotpo, locate the text box above your flow and enter a name. Once you have named the new flow, click on the "Save" button located next to the text box.
- Once you have named the new flow, locate and click on the "Save" button located in the upper right-hand corner of the page.
- (See Figure 8)
_Figure 8_
Updated 22 days ago