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Create a Post Purchase – Cross/Upsell Flow from a Template

Send automated messages recommending complementary products or upgrades based on what customers just bought.

Written by Roohul Shah
Updated this week

What is a Post Purchase – Cross/Upsell Flow?

A Post Purchase – Cross/Upsell Flow automatically sends messages to customers after they buy something, suggesting products that pair well with their purchase or better versions of what they bought.

It's like saying "Since you bought this, you might also love these items!"


How Does It Help?

This flow helps you:

  • Increase the total value of each customer's purchases

  • Recommend products that complement what they just bought

  • Introduce customers to more of your product range

  • Boost revenue from existing customers

  • Enhance the overall shopping experience


How to Create a Post Purchase – Cross/Upsell Flow

There are two ways to get started:


1. From the Flow Home Screen

  • Scroll down to find the Post Purchase – Cross/Upsell Flow Template

  • Click Create

2. From the Create Menu

  • Click + Create Flow

  • Select Use a Flow Template

  • Choose Post Purchase – Cross/Upsell Flow

  • Click Create Flow


Flow Properties

The flow properties shown in the image below are recommended for a Post Purchase Cross/Upsell Flow:


Customize Your Flow (Optional)

Once you create the flow, you'll see the Flow Builder screen.


To make changes:

  • Click Edit Flow at the top

  • Customize the messages, timing, or settings as needed

  • Note: Editing a flow creates a new version of it. Go to "See Version History" from the three dots on top to activate the correct version.

  • Learn more about versioning here

To use it as-is:

  • Simply Turn On your flow, or

  • Schedule it to start later

Important Note:

Make sure the Compliance setting for this flow is set to "Promotional" to avoid carrier filtering and potential legal issues.



💡Tip:

Still have questions?
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