Creating a flow

Creating a flow is super easy and can open up a wide range of possibilities for you and your business. While flows can be used for countless scenarios, in this guide we’ll walk you through creating a powerful marketing and retention flow as an example. This step-by-step process will showcase the power of Mantle Flows!

Start your flow

In this section, we’ll cover:

Creating a new flow
Setting up your first trigger
Adding initial actions
Leveraging custom fields for detailed customer tracking

To complete this section, you’ll need:

Mantle Email configured for sending messages
A method to import customer email addresses is set up.
A custom field created

To create a flow - navigate to Flows in the left side navigation and click Add flow:

Give your flow a name (this is for internal reference only) and click Continue:

After naming your flow, you’ll be brought to Mantle’s flow editor, where you can start creating your flow visually before publishing.

Since we’re setting up a flow to track our customers, let’s set our first trigger to check when the customer first installs our app. Simply click Add trigger to start flow:

From there, pick the app you want to create the trigger for. We’ll go with Customer installs app for this example.

Next we need to decide what happens after the customer installs the app. In this case, we’re going to send a welcome email, giving the customer a friendly hello and some tips on getting started:

You’ll see a list of actions. For our example, we’re going to choose Send email:

then select the email you want to send:

Once you’ve added your email, let’s add another action. This time, select Populate custom field and we’re going to update the custom field to New user.

Save your action and take a look at what you’ve created.

Now, every time a customer installs your app, they’ll automatically receive your welcome email and their Customer engagement custom field will be updated. Pretty cool, right?

Enhance your flow

In this section, we’ll explore:

Adding conditional logic to your flow
Creating branches for different customer actions
Implementing time-based triggers

For this section, you’ll need:

Usage events set up

Now, let’s enhance our flow by adding some conditional logic and time-based triggers.

Now some people are going to inevitably uninstall, so let’s account for that with a branch condition.

Click the plus sign on the trigger card of your flow and set a trigger for when the customer uninstalls your app:

Now let’s add a follow-up action for customers who’ve uninstalled the app. We’ll wait a week, check if they’re still gone, and try to win them back with another email.

Here’s how to set it up:

Click the plus sign on your uninstall trigger to add a new action
Set this action to wait for 7 days
Add a condition to check if the app is still uninstalled
If the condition is met, we’ll send a re-engagement email

Now you have a flow set up for when a customer installs and uninstalls your app.

Supercharge your flow

In this section, we’ll dive into:

Integrating advanced actions and notifications
Optimizing your flow for maximum impact
Implementing automated discounts to boost engagement

To get the most out of this section, you’ll need:

Mantle Billing configured to create and apply discounts
Slack integration set up

Now, let’s supercharge our flow by integrating advanced actions and leveraging custom fields for detailed customer tracking.

Let’s go back to our install branch and set a trigger for 5 days from now. We’ll look at a usage metric we’ve set up for our app - in this case, we’re counting page views.

The condition will be simple: if the customer’s page views are below a certain number, we’ll send them an email.

Add your time trigger and usage condition:

and then add an action to send the email:

Great! Now you have a branch that checks your new customer’s app usage and sends them an email if it’s low.

But why stop there? Let’s make this flow even more powerful:

Update the custom field again to track this milestone
Send a Slack notification to your team about this customer
Assign the account to a team member for closer monitoring

Now, let’s assume you’ve offered a 14 day trial, let’s check engagement again after 5 days. If it’s still low, here’s where things get really cool: we can automatically apply a plan discount just by adding a tag! This powerful feature lets you easily incentivize users to boost their app usage.

Before setting up this part of the flow, create a discount in Mantle that’s activated by a specific tag.

After the previous trigger check, we can add these actions:

Set a new 5-day trigger with the usage you’d like to check for
Apply the tag that activates your pre-created discount
Send an email notifying the customer of their promotion
Update the custom field to track this milestone

You can adjust your flow preferences at any time by clicking Settings in the top-right corner of the flow editor:

Once your flow is set up the way you’d like it, you can publish it by clicking Publish in the top right corner. Or you can return to the preview and activity screen to review your flow before publishing:

And that’s it! You’ve got yourself a powerful flow that’s super easy to set up. This example shows how Mantle Flows can totally revamp your customer engagement strategy with just a few clicks.

Whether you’re optimizing onboarding, boosting retention, or automating customer communications, the possibilities are endless.

Start creating your own flows today!