How to create a dynamic cross-sell flow using the product analysis report

You will learn

Learn how to create a flow that automatically sends messages to customers based on product-level repeat purchase timing. This flow helps to increase repeat purchase rate for your business and reduce the time between purchases.

Before you begin

To create a dynamic post purchase cross-sell flow, you’ll need access to the product analysis dashboard.

Create a dynamic cross-sell flow

By creating a flow based on the Best cross-sell date property, you can automatically target customers on the day of or leading up to the optimal time to cross-sell to them. There are a few ways you can create this flow:

From the flow library

You can quickly create a dynamic cross-sell flow from the flow library.

1. Navigate to the Flows tab and select the Create flow button.
2. In the flow library, search for Next best product cross-sell and select the flow.
   

3. On the modal that appears, name your flow and add any tags if relevant.
4. Select the Create flow button.
5. In the flow builder, select the trigger and click on the Edit button.
6. In the trigger settings, select Before the date property value or On the date property value. If you choose to start before the date, enter how far in advance the flow should start.
7. Select a time of day and timezone for the flow, and choose whether to delay until specific days of the week. Best cross-sell date predicts the date, and you choose the time of day. Avoid unnecessary delays if you want messages to stay aligned with the predicted date.
8. Click Save to apply the trigger settings.
9. Customize your flow messages to meet your needs.
10. Optional: For your flow to dynamically recommend the next best product for each profile, add the Next best product block to your email templates.
11. Click Review and turn on or Update status in the flow builder.
12. Select Live to send messages automatically, or Manual to review and send messages yourself. Keep Update status now selected, then click Save.

From scratch

1. To create a dynamic cross-sell flow from scratch, navigate to the Flows page and select Create flow.
2. To create your own flow, select Build your own.
3. Name your flow and add any relevant tags, then select Create manually. If the dialog shows Create flow instead, select that button.
4. In the flow builder, select Best cross-sell date on the Recommended tab to open its timing settings.

5. In the trigger settings, select Before the date property value or On the date property value. If you choose to start before the date, enter how far in advance the flow should start.
6. Select a time of day and timezone for the flow, and choose whether to delay until specific days of the week. Best cross-sell date predicts the date, and you choose the time of day. Avoid unnecessary delays if you want messages to stay aligned with the predicted date.
7. Click Next to review the trigger settings and any profile filters.
8. Click Save, then Confirm and save to finish setting up the trigger.
9. Add messages to your flow and customize their content to meet your needs.
10. Optional: For your flow to dynamically recommend the next best product for each profile, add the Next best product block to your email templates.
11. Click Review and turn on or Update status in the flow builder.
12. Select Live to send messages automatically, or Manual to review and send messages yourself. Keep Update status now selected, then click Save.

Additional resources