DOCS

Flow builder

Canvas shell, flow settings, trigger entry conditions, Condition steps, and A/B splits.

The flow builder is a canvas editor shared across surfaces. Drag steps onto a +, select a node to edit it in the inspector, or click empty canvas space for flow-level settings.

Flow builder with trigger, upsell steps, A/B split, and accept/decline branches

Shell actions

ControlWhat it does
On / OffActivates or pauses the published flow
SaveSaves the current draft
PublishPublishes the draft so it can run
DiscardDrops unpublished changes
MarketsScope which markets the flow targets (when the host app supports it)
Latest draftVersion / draft picker

Exact shell controls can vary slightly by product; Upsells documents the full version history UI in Upsells → Flow builder.

Steps

StepWhat it does
ConditionRoutes the flow into branches based on a predicate over facts
A/B SplitDeterministic split of traffic across weighted branches, pinned per customer
OfferUpsell, discount, message, free gift, subscription action, or store credit - pauses until accept/decline when the kind requires it

Canvas nodes can show live stats (starts, impressions, accept rate, revenue) once the flow has traffic.

Flow settings (nothing selected)

Flow

FieldNotes
NameInternal name; empty displays as “Untitled flow”

Expiry

FieldNotes
Offers expire afterMinutes / hours / days (or duration). How long customers can still complete the flow after it starts

Flow execution limits (caps)

Optional list of caps. Each cap:

FieldOptions
ScopePer customer / Per order (label may be subject-specific) / Store-wide
Consume onShown / Accepted / Redeemed
LimitMax count in the window
WindowNo time limit / 1 / 7 / 30 / 90 / 365 days

Trigger

FieldNotes
Starts whenRead-only label for this surface (e.g. Order placed, Payment completed)
Entry conditionOptional gate using the same condition builder as Condition steps

Condition step

FieldNotes
PredicateFull AND/OR tree with field, operator, and value - see Conditions

A/B Split

FieldNotes
BranchesWeights are seeded from the palette (often 50/50); inspector may show weights as read-only. Split is deterministic and pinned per customer

Delete

Non-protected nodes expose Delete. Removing an Offer that has accept/decline children may offer keep-edge options.

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