🟢Welcome Series Day 1ACQ-WEL-D1High impact2 emails · 1 SMS
Most people who ever buy from an email list buy inside the first 24 hours, and usually inside the first hour. Day 1 does the selling while that is still true.
Trigger - added to a listThe brand's master email list
Flow filter - who never sees itPlaced Order = 0 over all time · $source ≠ -50
+15 MIN
SMS subscribers onlyEveryone else carries straight on to the next email.
+2 HOURS
Click any send to see when it goes out and what it has to do.
🟢Welcome Series Days 2-3ACQ-WEL-D2High impact3 emails
Most people who ever convert from a list do it inside the first 24 hours, so days 2-3 run a discount ladder: every send upgrades the offer until the last one is the best the brand will give. Losing a little margin here beats losing the customer entirely.
Trigger - added to a listThe brand's master email list
Flow filter - who never sees itPlaced Order = 0 over all time · $source ≠ -50
+1 DAY · 08:00+1 DAY · 08:00+8 HOURS
Click any send to see when it goes out and what it has to do.
Welcome and checkout abandonment together drive roughly 80% of all flow revenue. One email doing the work of nine is the most common leak we find in an audit.
Trigger - Checkout Startedvia Shopify
Flow filter - who never sees itPlaced Order = 0 since flow start
+30 MIN
Split - have they ever bought?
Never bought · FTB
+4 HOURS
SMS subscribers onlyEveryone else carries straight on to the next email.
+3 HOURS
+1 DAY · 10:00+1 DAY · 10:00+1 DAY · 10:00+1 DAY · 10:00
Bought before · RTB
+1 DAY · 10:00+1 DAY · 10:00
Click any send to see when it goes out and what it has to do.
🔵Added to CartRET-CABHigh impact7 emails · 1 SMS
Adding to cart is lower intent than starting checkout, so this track reassures before it pushes, and the discount arrives later.
Trigger - Added to Cartvia Shopify
Flow filter - who never sees itPlaced Order = 0 since flow start · Checkout Started = 0 since flow start
+45 MIN
Split - have they ever bought?
Never bought · FTB
+4 HOURS+1 DAY
SMS subscribers onlyEveryone else carries straight on to the next email.
+4 HOURS+1 DAY
Bought before · RTB
+1 DAY+1 DAY
Click any send to see when it goes out and what it has to do.
🔵Browse AbandonmentRET-BRWMedium4 emails
A product view is the weakest signal in retargeting. Two emails on the prospect path, no incentive anywhere on it, so browsing never trains people to wait for a code.
Trigger - Viewed Productvia API
Flow filter - who never sees itAdded to Cart = 0 since flow start · Placed Order = 0 since flow start · Placed Order = 0 in the last 7 days
+30 MIN
Split - have they ever bought?
Never bought · FTB
+22 HOURS
Bought before · RTB
+1 DAY · 12:00
Click any send to see when it goes out and what it has to do.
🔵Active on SiteRET-AOSMedium4 emails
The lowest-intent trigger there is: they were on the site and did nothing else. This is brand re-engagement, not recovery.
Trigger - Active on Sitevia API
Flow filter - who never sees itPlaced Order = 0 since flow start · Checkout Started = 0 since flow start · Viewed Product = 0 since flow start · Placed Order = 0 in the last 7 days
+1 HOUR
Split - have they ever bought?
Never bought · FTB
+7 HOURS
Bought before · RTB
+1 DAY · 10:00
Click any send to see when it goes out and what it has to do.
3
Post-Purchase
5 flows · 13 emails · 1 SMS
Turn the first order into the second.
🟡Order EditingPP-OEDMedium1 email
There is a short window between the order landing and the warehouse picking it where a customer can still add to it. This flow is the only thing that uses it.
Flow filter - who never sees itEdits Saved = 0 since flow start
+5 MIN
Click any send to see when it goes out and what it has to do.
Subscription brands run a split version of this flow (2 sends across a subscriber and a non-subscriber path).Needs the OrderEditing or CX Automations integration.
🟡Pre-Delivery UpsellPP-PDUHigh impact2 emails
The most persuadable a customer will ever be is right after they have already decided to buy. This asks for the second item while that is still true.
Trigger - Placed Ordervia Shopify
Flow filter - who never sees itRefunded Order = 0 since flow start · Cancelled Order = 0 since flow start · Placed Order = 0 since flow start
+1 HOUR+1 DAY
Click any send to see when it goes out and what it has to do.
Subscription brands run a split version of this flow (3 sends across a subscriber and a non-subscriber path).
🟡Pre-Delivery WelcomePP-PDWMedium3 emails
The gap between paying and unboxing is dead air on most brands. Filling it with anticipation is what turns a purchase into a relationship.
Trigger - Placed Ordervia Shopify
Flow filter - who never sees itRefunded Order = 0 since flow start · Cancelled Order = 0 since flow start
+1 HOUR+2 DAYS+2 DAYS
Click any send to see when it goes out and what it has to do.
Subscription brands run a split version of this flow (5 sends across a subscriber and a non-subscriber path).
The highest-revenue post-purchase touchpoint. Teach them to get a result from what they bought, then sell the thing that goes with it.
Trigger - ParcelWILL - Shipment status updateshipment_status = Delivered · via ParcelWILL · falls back to 3 other metrics
+1 DAY+1 DAY+3 DAYS
SMS subscribers onlyEveryone else carries straight on to the next email.
+30 MIN
+3 DAYS
Click any send to see when it goes out and what it has to do.
Subscription brands run a split version of this flow (8 sends across a subscriber and a non-subscriber path).
🟡Education 30-60 DaysPP-EDULow3 emails
A month in, the honeymoon is over and results are what keeps them. Education first, product second.
Trigger - Placed Ordervia Shopify
Flow filter - who never sees itRefunded Order = 0 in the last 30 days · Cancelled Order = 0 in the last 30 days
+30 DAYS+7 DAYS+8 DAYS
Click any send to see when it goes out and what it has to do.
Subscription brands run a split version of this flow (5 sends across a subscriber and a non-subscriber path).
4
Shipping
5 flows · 6 emails
Order-tracking emails that actually get opened.
📦Info ReceivedSHIP-INFLow1 email
Shipping emails are the most-opened emails a brand ever sends. This is the first one, and it sets up the ones after it.
Trigger - ParcelWILL - Shipment status updateshipment_status = Info received · via ParcelWILL
Click any send to see when it goes out and what it has to do.
Needs the ParcelWILL integration.
📦In TransitSHIP-TRNMedium1 email
The parcel is moving and they want to watch it. Openable email, real tracking, one button.
Trigger - ParcelWILL - Shipment status updateshipment_status = In transit · via ParcelWILL
Click any send to see when it goes out and what it has to do.
Needs the ParcelWILL integration.
📦Out for DeliverySHIP-OFDMedium1 email
Arriving today is the single best moment to be in someone's inbox. Most brands hand that moment to a courier.
Trigger - ParcelWILL - Shipment status updateshipment_status = Out for delivery · via ParcelWILL · falls back to 2 other metrics
Click any send to see when it goes out and what it has to do.
📦Failed AttemptSHIP-FALLow2 emails
A failed delivery is a support ticket waiting to happen. Two emails turn it into a solved problem instead.
Trigger - ParcelWILL - Shipment status updateshipment_status = Failed attempt · via ParcelWILL
+2 DAYS
Click any send to see when it goes out and what it has to do.
Needs the ParcelWILL integration.
📦DeliveredSHIP-DLVHigh impact1 email
It has landed. This is the bridge from the shipping suite into onboarding, and it earns a click almost every time.
Trigger - ParcelWILL - Shipment status updateshipment_status = Delivered · via ParcelWILL · falls back to 3 other metrics
Click any send to see when it goes out and what it has to do.
5
Subscription
6 flows · 9 emails · 1 SMS
Keep recurring revenue recurring.
🟣OnboardingSUB-ONBHigh impact2 emails
A subscription is a membership, not a receipt. The first email sets the expectation for every rebill after it.
Flow filter - who never sees itPlaced Order = 0 since flow start · Loop Order Processed = 0 since flow start
+1 DAY
SMS subscribers onlyEveryone else carries straight on to the next email.
+3 DAYS
+3 DAYS
Click any send to see when it goes out and what it has to do.
Needs the Loop Subscriptions integration.
🟣PausedSUB-PAULow1 email
Paused is not lost. The platform sends the pause notice, so once the pause has settled this send makes coming back worth it with a steep reactivation offer.
Flow filter - who never sees itLoop Order Processed = 0 since flow start
+10 DAYS
Click any send to see when it goes out and what it has to do.
Needs the Loop Subscriptions integration.
🟣Portal Access LinkSUB-MLALow1 email
A passwordless way back into the subscription portal. Pure transactional: one link, no offer, no upsell.
Trigger - portal access requestedMagic-link request from the subscription portal
Click any send to see when it goes out and what it has to do.
Registered in the Flow Bible but built from the template spec rather than a compiled rules file, so the trigger shown is the documented one rather than a compiled one.
6
Replenishment
3 flows · 7 emails · 1 SMS
Land in the inbox right before the next order.
🟠Order ReminderREP-ORDHigh impact3 emails · 1 SMS
Landing in the inbox the week before they run out is worth more than any discount you can send them afterwards.
Trigger - Placed Ordervia Shopify
Flow filter - who never sees it$loop_active_subscriber ≠ true
+60 DAYS · 08:00+7 DAYS+6 HOURS
SMS subscribers onlyEveryone else carries straight on to the next email.
+7 DAYS
Click any send to see when it goes out and what it has to do.
🟠Cross-Sell PredictionREP-XSLMedium2 emails
The second product is easier to sell than the first, if the pairing makes sense to the customer rather than to the merchandiser.
Trigger - date property · Expected Date Of Next Order3 days before the date · once · sends at 10:00
Flow filter - who never sees itRefunded Order = 0 in the last 30 days · Cancelled Order = 0 in the last 30 days
ON THE TARGET DATE · 10:00
Click any send to see when it goes out and what it has to do.
🟠Sub Upgrade PredictionREP-SUBHigh impact2 emails
Somebody buying the same thing on repeat is telling you they want a subscription. This does the maths for them.
Trigger - date property · Expected Date Of Next Order3 days before the date · once · sends at 11:00
Flow filter - who never sees it$loop_active_subscriber ≠ true
ON THE TARGET DATE · 11:00
Click any send to see when it goes out and what it has to do.
The credit angle has already been used at 30-60 days, so this one changes the mechanism instead of repeating it louder.
Trigger - Placed Ordervia Shopify
Flow filter - who never sees itPlaced Order = 0 since flow start
+60 DAYS+1 DAY
SMS subscribers onlyEveryone else carries straight on to the next email.
+4 DAYS+1 DAY
SMS subscribers onlyEveryone else carries straight on to the next email.
+4 DAYS+1 DAY
SMS subscribers onlyEveryone else carries straight on to the next email.
Click any send to see when it goes out and what it has to do.
🔴Reactivation 180+ DaysWB-180Low3 emails · 3 SMS
The last honest ask before the profile stops being worth mailing. The offer is never announced upfront, only earned.
Trigger - Placed Ordervia Shopify
Flow filter - who never sees itPlaced Order = 0 since flow start
+180 DAYS+1 DAY
SMS subscribers onlyEveryone else carries straight on to the next email.
+2 DAYS+1 DAY
SMS subscribers onlyEveryone else carries straight on to the next email.
+6 DAYS+1 DAY
SMS subscribers onlyEveryone else carries straight on to the next email.
Click any send to see when it goes out and what it has to do.
8
Community
4 flows · 6 emails
Get the reviews and UGC coming in.
⭐Trustpilot Review RequestCOM-TPRMedium2 emails
Reviews compound: they lift the ads, the product pages and every email after them. Asked for at the right moment, they arrive on their own.
Trigger - ParcelWILL - Shipment status updateshipment_status = Delivered · via ParcelWILL · falls back to 3 other metrics
Flow filter - who never sees itRefunded Order = 0 over all time · Cancelled Order = 0 over all time
+10 DAYS+1 DAY
Click any send to see when it goes out and what it has to do.
⭐UGC CollectionCOM-UGCMedium2 emails
Customer photos outperform studio photography almost everywhere you put them. This is how you get a steady supply of them.
Trigger - ParcelWILL - Shipment status updateshipment_status = Delivered · via ParcelWILL · falls back to 3 other metrics
Flow filter - who never sees itRefunded Order = 0 in the last 30 days · Cancelled Order = 0 in the last 30 days
+14 DAYS+4 DAYS
Click any send to see when it goes out and what it has to do.
⭐Pre-Delivery SurveyCOM-SUR-PRELow1 email
Two questions before the parcel lands, while the reason they bought is still fresh. This is where the next quarter's angles come from.
Trigger - Placed Ordervia Shopify
Flow filter - who never sees itRefunded Order = 0 since flow start · Cancelled Order = 0 since flow start
+3 DAYS
Click any send to see when it goes out and what it has to do.
⭐Post-Delivery SurveyCOM-SUR-POSTLow1 email
The same two-minute ask after they have used the product, which is when the answers get specific enough to act on.
Trigger - ParcelWILL - Shipment status updateshipment_status = Delivered · via ParcelWILL · falls back to 3 other metrics
Flow filter - who never sees itRefunded Order = 0 in the last 30 days · Cancelled Order = 0 in the last 30 days
+5 DAYS
Click any send to see when it goes out and what it has to do.
9
Experiential
3 flows · 7 emails
The moments that make customers feel known.
🧡Milestone FlowEXP-MILMedium3 emails
A tenure arc, not a reward ladder. It marks how long they have been a customer, and the intimacy escalates instead of the discount.
Trigger - Placed Ordervia Shopify
+3 DAYS+87 DAYS+90 DAYS
Click any send to see when it goes out and what it has to do.
🧡AnniversaryEXP-ANNLow1 email
One year to the day since their first order. Almost nobody sends this, which is exactly why it lands.
Trigger - date property · First Purchase Dateon the date itself · every year · sends at 09:00
ON THE TARGET DATE · 09:00
Click any send to see when it goes out and what it has to do.
🧡BirthdayEXP-BDYMedium3 emails
A birthday gift with enough runway to actually get spent, then a reminder for the people who forgot they had it.
Trigger - date property · Birthday7 days before the date · every year · sends at 09:00
ON THE TARGET DATE · 09:00+3 DAYS · 10:00
Click any send to see when it goes out and what it has to do.
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