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Documentation Index

Fetch the complete documentation index at: https://help.privy.com/llms.txt

Use this file to discover all available pages before exploring further.

Start From Scratch lets you build a flow without starting from a pre-configured template. Choose your own trigger, then add Email and SMS actions and Delays to build your sequence. Use Flow Filters and Split Flows to target the right contacts, and configure Exit Criteria and Entry Frequency to control who enters and exits the flow.

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Create a new flow from scratch

  • Navigate to Flows and click Create Flow in the upper right corner.
  • Click Start From Scratch in the upper right corner.

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Available triggers

Once in the editor, click the Trigger block to select what starts your flow. The following triggers are available:
  • Date — the flow starts on or relative to a Date property on a contact, such as a birthday or anniversary
  • Order Placed — a customer completes a purchase
  • Order Received — a customer receives their order
  • Product Added to Cart — a contact adds a product to their cart and doesn’t update the cart for 10 minutes
  • Product is Back in Stock — a product variant becomes back in stock
  • Subscribed to Marketing — a contact joins your marketing list
  • Viewed Product — a contact views a product and doesn’t browse the site again for 10 minutes
  • Integration Events — events from connected integrations such as Yotpo, Rivo, or Junip
  • Contact Tagged — one or more Privy or Shopify tags are applied to a contact
  • Contact Untagged — one or more Privy or Shopify tags are removed from a contact
The trigger selector panel showing available triggers for a Start From Scratch flow
Need help building out your flow? Check out the Create a Flow guide for step-by-step instructions.

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Trigger a Flow from Tag changes

Use Contact Tagged or Contact Untagged when you want a contact to enter a flow as soon as a tag is added or removed. These triggers can respond to:
  • Privy Tags applied or removed in Privy, including tags added by imports, contact profile edits, API updates, Zapier updates, or a Tag Contact action in another Flow.
  • Shopify Tags applied or removed in Shopify and then synced to Privy.
After choosing one of these triggers, use Flow Filters to decide which tag changes should start the flow. Available filters include:
  • Privy Tag Added or Privy Tag Removed
  • Shopify Tag Added or Shopify Tag Removed
For each filter, choose whether the tag change is or is not one of the selected tags. You can select up to 10 tags per filter.
Tag-based flows start from the change event itself. If a contact already has a tag before the flow is published, they will not enter a Contact Tagged flow until that tag is added again in a future update. If a tag has already been removed, the contact will not enter a Contact Untagged flow until that tag is removed again.

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Changing the trigger

You can change the trigger at any time while the flow is a draft. If you configure Flow Filters or Split Flow conditions and then want to change the trigger, you’ll be prompted to confirm before they’re cleared.
Once the flow is published, the trigger cannot be changed.

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Publish your flow

Once you’re happy with your flow, press the Publish button in the upper right corner and your flow will start to trigger for contacts. You can review your Flow’s performance at any time.