Setting up SMS Automated flows Learn how to activate Recart’s SMS Automated flows and keep your subscribers engaged.
What are Automated flows?
Automated flows are messages triggered by a certain user action.
What type of Automated flows can be activated in Recart?
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Welcome message - triggered by opting into the text list
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Abandoned cart message - triggered by abandoning a cart
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Receipt - triggered by placing an order
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Fulfillment notification - triggered by fulfilling the order
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Help message - triggered by answering HELP to any messages
Go to the Automated flows page. You will find all of the Automated flows for SMS here. To activate them, you will need to click on them one by one.
Welcome messages
There are 3 types of welcome messages differentiated based on the opt-in tools they are connected to.
Popup/Keyword/Landing page opt-in welcome messages
You can create multiple Popups, Landing Pages and multiple Keyword opt-in tools, and you can connect different welcome messages to them. Therefore the number of these welcome messages is unlimited. These messages will be sent when the visitors opt in via the Opt-in tools connected to them.
When creating new opt-in tools, you need to connect a welcome message to them, and you’ll have the option to either create a new one or attach an existing one.
You can create a new welcome message if you go to the SMS Welcome messages page and click on Create new.
You will be redirected to the editor, where the default welcome message will appear.
Make sure you customize the messages according to your brand’s style.
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use your brand’s language
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add some educational content such as a business introduction, your vision, your About page
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add your social media accounts to create visibility and collect more followers
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include images in the follow-up messages ( It is not recommended to add images to the first message as MMS is more likely to be sent with a delay and the first item of the flow is time-sensitive.)
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the pre-set delays and conditions are our recommended settings, but you can change them
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we recommend sending three follow-up messages, but you can either remove or add more according to your brand’s needs
Once you are ready with the customization, click on the Save as draft button in the upper right corner.
Saved welcome messages will appear on the SMS Welcome messages page.
In the Status column, you will either see Draft, Active status next to these messages, depending on whether them being connected to an active opt-in tool or not. These types of messages can not be activated and deactivated manually, their status depends on their opt-in tool connection.
If you click on the three dots next to them, you will have the option to Rename or Duplicate these types of messages.
❗ From the other types of welcome messages, you can not create multiple ones, because only one opt-in tool can trigger them. Both of them can be customized within their editors.👇
SMS Checkout subscription welcome message
This message is sent automatically when someone opts in via the SMS Checkout subscription when submitting an order. You can save it as draft and activate this message in the upper right corner of the editor.
Check how to enable this opt-in tool on your store in this article.
Save User Input welcome message
This message is sent automatically when someone provides their phone number via Messenger, in a conversation where a phone number Save User Input is added. You can save it as draft and activate this message in the upper right corner of the editor.
Unlike Popup, Landing Page and Keyword opt-in welcome messages, these messages’ statuses can be either active or inactive. Once these messages were saved and activated, you can change their status manually on the SMS Welcome messages page by clicking on the three dots next to them.
To receive the below automated messages the visitors need to opt into your list via any active opt-in tool.
Abandoned Cart messages
The abandoned cart message is sent when your subscribers leave items in their cart. It acts as a reminder for your customers and it helps you recover abandoned carts.
You can get directly to the editor from the Abandoned Carts message page by clicking on the flow’s name. You can customize the default message.
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You can add a discount code to reach a higher recovery rate.
Learn more about adding Discounts codes to your SMS flows here and here.
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You can add the Cart URL link to the message, clicking this link will direct the subscriber to the cart.
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According to text marketing regulations, only one message can be sent, and it has to be sent within 48 hours from the cart abandonment. If you edit the default delay keep this in mind.
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We recommend keeping the default conditions in the message: 'Has items in the cart'=true and 'Purchased in last 30 days'=false. This way we make sure only those will get the reminder who has items in their cart and has not purchased recently.
Once you are ready click on Save as draft or Activate the message in the upper right corner.
Receipt
The receipt is sent when your subscriber submits the order. You can get directly to the editor from the Receipt message page by clicking on the flow’s name. You can customize the default message if you would like to.
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In the first message, the Order status URL will direct the subscriber to the Shopify order status page.
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We recommend keeping the follow-up message to provide an incentive for the next purchase by adding a discount code
Once you are ready click on Save as draft or Activate the message in the upper right corner.
Fulfillment notification
The Fulfilment notification is sent automatically to your customers when you fulfill their order within the Shopify Admin. You can get directly to the editor from the Fulfilment notification page by clicking on the flow’s name. You can customize the default message if you would like to.
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The Fulfillment tracking URL will direct the subscriber to Shopify order tracking page
Once you are ready click on Save as draft or Activate the message in the upper right corner.
Help
The Help message is triggered by replying HELP to any of your previously sent messages. You can get to the editor directly from the Help message page by clicking on the flow’s name.
You can customize the message and once you are ready you can save it in the upper right corner.
Once you Save your Help message, it can not be deactivated.
Automated flows statistics
You will find the statistics for all your automated messages on the Automated flows page.
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Sent - The Sent column will show how many subscribers received the message.
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CTR - The Click-through-rate will show the ratio between the subscribers who clicked on a link within the message and the total number of subscribers who received the message.
Note: One subscriber’s clicks will count as 1 click even if there were multiple links within the message and the subscriber clicked on all of them.
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Sales - The Sales column will show the value of all purchases that came from the campaign.
If you open the different flow types, for example, the Welcome messages, you will find the opt-out rate displayed.
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The Opt-out rate shows the percentage of users who unsubscribed after receiving the message. It is the ratio between unsubscribed users and all recipients.
In case the automated flow consists of multiple messages, these statistics are accumulated.
You can find statistics per message displayed in each message’s editor on the top of the message items.
If you have any remaining questions about Automated flows, do not hesitate to contact the Customer Support team.