Create a flow
A flow is a multi-message sequence you plan and write in MX. This page covers what flows are, how to create one from a template, and how to find flows later.
What flows are
Section titled “What flows are”A flow is a sequence of emails and SMS messages built around a customer action. You design the sequence on the canvas and write the copy for each message - a new subscriber gets a welcome series, a shopper who left items behind gets a cart reminder, and so on. MX builds the flow content; the sending happens in Klaviyo (or your integrated ESP), where the trigger and timing live.
Each flow lives inside a brand, so it speaks in that brand’s voice. If you have not set up a brand yet, start with Create a brand.
Create a flow
Section titled “Create a flow”- Go to Flows and click New Flow.
- Pick a starting point from the template grid. This is required.
- (Optional) Set a Flow Title. Leave it blank and a title is generated from your template and brand.
- Click Create Flow.
The flow opens on the canvas, pre-built with the nodes for your chosen template.
Templates
Section titled “Templates”Each template scaffolds a starting set of nodes for a common automation. Pick the one closest to your goal - you can add, remove, and reorder nodes afterward.
| Template | What it is for |
|---|---|
| Welcome Flow | Introduce new subscribers with a staged welcome journey. |
| Site Abandon | Follow up with visitors who left the site. |
| Browse Abandon | Re-engage visitors who viewed products but bounced. |
| Cart Abandon | Recover revenue from shoppers who left items in cart. |
| Checkout Abandon | Nudge customers who dropped during checkout. |
| Post-Purchase | Onboard, thank, and upsell after a purchase. |
| Replenishment | Remind customers to restock their favorites. |
| Review Request | Ask happy customers for a product review. |
| Winback | Bring lapsed customers back with timely offers. |
| Sunset | Gracefully offboard unengaged subscribers. |
| Espresso Shot | Fast-strike offer for high-engagement leads. |
| VIP | Reward top customers with an exclusive offer and a founder thank-you. |
| Custom | Start from a blank canvas tailored to your brand. |
Find flows later
Section titled “Find flows later”The Flows page lists every flow across your brands. To narrow it down:
- Search - type in the search box to find a flow by name.
- Template - filter to a single template type.
- Sort - order by Updated, Created, Title (A-Z), or Title (Z-A).
Click any flow to open it on the flow canvas.