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 NameProperties
elevar_page_viewEvent Location URL, Cart Total, Country Code, Currency, Currency Symbol
elevar_view_item_listEvent 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_itemEvent 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_cartEvent 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_checkoutEvent 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_purchaseEvent 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

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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)

Step 1 screenshot

_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)

Step 2 screenshot

_Figure 2_

  • Once you have selected the trigger, navigate to the section of the page titled "Default Trigger Options".
    • Use the drop-down menu titled "Choose Trigger" and select the "Not been a part of the flow in the past days" tab. Then, use the text box titled "Choose number of days" and enter "14".
    • Use the drop-down menu titled "Choose Trigger" and select the "Not been a part of another flow with a different flow trigger in the past days". Then, use the text box titled "Choose number of days" and enter "14".
      • (See Figure 3)

Step 1 screenshot

_Figure 3_

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New Yotpo Feature: Exclude Users from Multiple Flows

Yotpo’s latest update includes an option for flow triggers: exclude users who haven’t been part of another flow with a different trigger in the past X days. This feature helps you avoid overwhelming customers with redundant messages and improves the overall flow experience.

How It Works: In the "Default Trigger Options" section, you now have several ways to control flow entry frequency, including:

  • Max flow entries per customer: Limit how often a customer can enter the flow.
  • Not been a part of the flow in the past X days: Set a re-entry window for the same flow.
  • Not been a part of another flow in the past X days: Exclude users who have participated in other flows, based on different triggers, within a set timeframe (e.g., 14 days).

Why It Matters: This option ensures you don’t overwhelm customers with too many messages across different flows, helping you create a more personalized and efficient marketing strategy. It’s an optional, but valuable tool for you to streamline your campaigns.

For more details, read the the "Selecting a Trigger" section in this Yotpo guide!

Add Condition:

  • After selecting a trigger, you will need to add a condition to the flow. Navigate to the flow and click on the "Add Step" button. Then locate and click on the "Condition" button.
  • Navigate to the section of the page titled "Select Condition", then locate the box titled "If".
    • Use the drop-down menu titled "Select Condition" and select the "Shopper has added to cart after flow started" tab. Then, use the drop-down menu titled "Time Period" and select the "Is false" tab.
    • Click on the "+ OR" button. Use the drop-down menu titled "Select Condition" and select the "Started a checkout after flow started" tab. Then, use the drop-down menu titled "Time Period" and select the "Is false" tab.
    • Click on the "+ OR" button. Use the drop-down menu titled "Select Condition" and select the "Customer made an order after flow started" tab. Then, use the drop-down menu titled "Time Period" and select the "Is false" tab.
      • (See Figure 4)

Step 2 screenshot

_Figure 4_

  • After adding the first condition step, you will need to add a second condition step. Navigate to the flow and click on the "Add Step" button. Then locate and click on the "Condition" button.
  • Navigate to the section of the page titled "Select Condition", then locate the box titled "If".
    • Use the drop-down menu titled "Select Condition" and select the "is an Email subscriber" tab. Then, use the drop-down menu titled "Time Period" and select the "Is true" tab.
      • (See Figure 5)

Step 3 screenshot

_Figure 5_

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 6)

Step 4 screenshot

_Figure 6_

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Importance of Adding a Delay: Avoiding Event Duplication

Although it’s possible for the same user to generate two identical events, one from Elevar’s server-side integration and one from Yotpo’s client-side tags, the delay ensures that Yotpo only processes the event once.

As long as you include the delay as outlined in the guide, you don’t need to worry about sending duplicate data. This step helps streamline your flows and ensures that your email campaigns are triggered correctly without redundancy!

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Server-Side Email Delays and Smart Send

To optimize your email flows, server-side emails should be delayed to send after client-side emails. This allows Yotpo's Smart Send to deduplicate events and suppress redundant messages, thus preventing customers from receiving duplicate emails. By configuring delays properly, you ensure that Smart Send can act as an additional layer of protection, ensuring more efficient and effective email communication.

Best Practices: Use a combination of Smart Send, flow rules, and exclusion conditions to optimize your email flows and minimize overlap in messaging.

To learn more about appling smart send in Yotpo, read this article!

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 7)

Step 5 screenshot

_Figure 7_

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 8)

Step 6 screenshot

_Figure 8_

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 9)

Step 5 screenshot

_Figure 9_

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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 10)

Step 6 screenshot

_Figure 10_

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 11)

Step 7 screenshot

_Figure 11_