Automated emails are an essential part of any business’ marketing strategy; they see some of the highest engagement rates and, since they are triggered by a contact’s actions, they offer invaluable opportunities to personalize your content to be more meaningful for your contacts.

Follow this guide to learn how to build your automated Flows in Privy:

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Create a new Flow

To create a new Flow:

  • Navigate to Flows and click Create Flow.
  • Select which type of Flow you’d like to build.

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Naming your Flow

To customize your new Flow’s name:

  • Click on the title in the upper left corner.
  • Select “Edit template” from the dropdown menu.
  • Update the name and Save.

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Using the Flow builder

The following instructions will help guide you on how to edit your settings, add new elements, and publish your new Flow.

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Customize your Trigger Settings

When you first land in the Flow builder, you’ll notice the Trigger block is selected. On the right side, you’ll find the following settings:

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Add new emails

To add a new email to your Flow:

  • Hover over between the blocks in your flow until you see a blue plus sign appear.
  • Click on the blue plus sign.
  • Select Add email from the menu.

On the right side, you will be able to add your Subject Line, Preview Text, start customizing your template, and customize your Sender details (if needed).

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Add time delays

It’s important to add time delays between the actions in your Flow. To add them into your Flow:

  • Hover over between the blocks in your flow until you see a blue plus sign appear.
  • Click on the blue plus sign.
  • Select Add Delay from the menu.
  • Customize the timing on the right side.

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Add an Audience Filter

Audience Filters can be added at any point in your Flow. They allow you to narrow down your audience and customize which contacts are allowed to continue with the Flow.

  • Hover over between the blocks in your flow until you see a blue plus sign appear.
  • Click on the blue plus sign.
  • Select Filter Audience from the menu.
  • Select which Segment(s) you’d like to filter by (Segment is), or exclude (Segment is not).

Note: If a contact does not meet the criteria for the Audience Filter(s) placed in your Flow, they will automatically be removed from the sequence.

At this time, we allow you to filter your audience by Custom and Smart Segments. For guidance on how to create segments, please check out this resource.

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Removing blocks

If you need to remove an email, time delay, or audience filter from your Flow:

  • Select the block you’d like to delete.
  • Click on the “delete” icon to the right of the block and confirm.

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Editing your emails

To edit the appearance and content of the emails in your Flow:

  • Select the block you’d like to edit.
  • If you’re creating a brand new email in your Flow, choose Select Template on the right.
  • If you’re editing an existing email template, choose Edit Design on the right.

You’ll be brought into our drag-and-drop email editor. Once you’re happy with your edits, Save and Close to return to your Flow.

For guidance on how to use our drag-and-drop email editor, please see this step-by-step guide.

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Send test emails

To send yourself a test email:

  • Select the desired email from your Flow.
  • Click the paper airplane icon above your email preview on the right.
  • Choose 1-5 users to send the test email to, then click Send.

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Publish your Flow

Once you’re happy with your Flow, press Publish in the upper right corner to activate it.

Once it’s active, you can monitor its performance at any time.