Ready-made flows
Overview
Most journeys look alike: greet new contacts, win back dormant ones, announce a new offer, congratulate on a birthday. Under Ready-made flows these come ready-made — with messages, waits and a channel per step. One click turns one into a campaign that is off; you adjust the texts and start it.
You reach the journeys through Ready-made flows in campaigns.
Core tasks
Choose a flow. Each card names entry, number of messages, duration and channels:
- Welcome — greeting by mail, a tip by short message, a starter offer. Entry through a tag, for
instance from a form.
- Reactivation — for contacts with no contact for 90 days. Without an audience of your own the journey
creates the audience "No contact for 90 days".
- Launch — announcement, start and last reminder to an audience you choose.
- Birthday — a greeting with an offer on the birthday, every year. Entry through the date field
birthday on the contact; if it is missing, the journey creates it (which needs the permission to set up fields). Every contact enters once a year — even if the daily run happens twice.
- Abandoned cart — for carts left behind in the shop. Entry through the event cart abandoned: a
cart with an email address rests for an hour without an order. Right away a mail with the button Back to my cart, after a day a short message, after three days the last mail. Every message goes out only while nothing has been ordered; if the order is placed after all, the reminder ends immediately. Once per cart — whoever abandons two carts gets two reminders. Usable as soon as the sales channels module is on; the shop must report carts (Shopify: template Shopify: carts via webhook, see Shopify).
Channels with fallback. Short messages go out as WhatsApp → SMS → email with an approved WhatsApp template, otherwise as SMS → email. Every step checks its own consent: whoever has not consented to WhatsApp gets the SMS, whoever has not consented to that either gets the mail — and whoever has consented nowhere gets nothing.
Adjust and start. The created campaign opens in the builder. Texts, waits and channels can be changed there; it starts like any campaign through Check & start.
Fields in detail
The column What it does answers what changes in the system — not what the field is called. The grey name behind it is the API field.
Apply a flow
| Field | Required | Values / format | What it does |
|---|---|---|---|
Name name | no | text | Name of the new campaign. Empty = the journey's name. |
Brand brandId | no | one of your brands | The brand the journey sends under. |
Language locale | no | German, English | The language the suggested texts are created in. |
Entry tag entryTag | no (welcome) | a tag | Whoever receives it enters the welcome journey. Empty = welcome (German texts: willkommen). |
Audience audienceId | for launch | an audience | Who receives the journey. Optional for reactivation. |
WhatsApp template whatsappTemplateUlid | no | an approved template | Makes WhatsApp the first step of the short messages. Without a template they start with SMS. |
Available available | — | yes/no | Whether the journey can be applied. |
Reason unavailableReason | — | text | Why not — for the abandoned cart, when the sales channels module is off. |
Entry entry | — | tag, audience, anniversary, event | How contacts get in. Event = cart abandoned. |
Channels channels | — | list | Which channels the journey uses. |
Settings & permissions
- Module
module.marketing; for SMS and WhatsApp the SMS module with a configured provider. marketing.campaign.manage— apply journeys. For the birthday the first time also
platform.settings.manage if the field birthday is still missing.
- Abandoned cart: module
module.channelsand a shop that reports carts. The standard automation
Report abandoned cart is on by default; without it there is no event.
- Through the API:
GET /v1/marketing/campaign-blueprintsand
POST /v1/marketing/campaign-blueprints/{key}/apply.
FAQ & troubleshooting
The birthday journey cannot be created. The field birthday is missing and you lack the permission to set it up. Ask an administrator to create the journey once, or to add the field under Settings → Custom fields.
Nobody enters the birthday journey. The date is missing on the contact, or the campaign is off. Entry happens on the day itself, once a year. Contacts born on 29 February enter on 28 February in years without a leap day.
The abandoned-cart reminder is greyed out. The sales channels module is off — without it no shop connection reports an abandoned cart.
Nobody enters the abandoned-cart reminder. Check under Carts whether the shop reports carts. Without an email address in the cart there is no entry; Shopify only delivers the address once the buyer has entered it at checkout.
A customer ordered and still got a reminder. The order arrived later than the message — for instance because the order fetch only runs every 15 minutes. With the Shopify cart webhook the shop reports the completion right away.