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Flow triggers, steps and settings

Flows in Spoks are built from three core parts: triggers, steps, and settings. Together they control when contacts enter a flow, what happens inside it, and how often it runs.

Written by Alva Dahl

Triggers

The trigger defines when a contact enters a flow. Every flow has exactly one trigger at the top.

The available triggers are:

  • Checkout started

  • Placed order

  • Cart abandoned

  • Product viewed

  • Page viewed

  • Order delivered

  • Back in stock

  • Contact created

  • Contact unsubscribed

  • Form submission

  • New tag

Order delivered is the only fulfilment event you can trigger on. There is no trigger for an order being dispatched, being in transit, or becoming ready for collection. Shopify sends its own shipping and pickup notifications for those, and they stay with Shopify.

Contact created fires in two cases: when someone is new to Spoks, and when an existing contact subscribes for the first time. If an existing contact fills in a form and does not newly subscribe, the flow does not start for them. To reach everyone who signs up through a form, use Form submission and add a trigger filter for that form.

Each trigger can include filters. These filters decide who is allowed to enter the flow. The trigger filter options available depend on which trigger you choose — see Using filters in flows for details.

Trigger filters also act as a suppression filter. If a contact no longer matches the trigger conditions, they will not enter the flow again, even if the triggering event happens. This prevents sending messages to contacts who no longer qualify.

Steps

Steps define what happens after a contact enters a flow.

The Add step menu holds the complete list of steps, in three groups.

Send

  • Send email: send an email

  • Send SMS: send a text message

  • Send internal email: notify your team. You choose the Email receivers and a Title. The email automatically includes the contact's name, email and phone.

Structure

  • Wait: delay the next action by a set amount of time

  • Only continue if: add additional conditions between steps

Actions

  • Add tag: add a tag to the contact

  • Remove tag: remove a tag from the contact

  • Call webhook: send data to an external system

Email and SMS steps are created directly in the flow builder. Each send step has its own filter, which is how conditional logic and branching are handled in Spoks.

Settings

Flow settings control the overall behavior of the flow.

Here you can:

  • Turn the flow on or off

  • Decide whether contacts can re-enroll or only enter once, or define a custom reentry period for when a contact is allowed to enroll again

  • Control when actions are allowed to execute, such as any time or only during specific hours

These settings apply to the entire flow and help you fine-tune delivery timing and frequency.

Together, triggers decide when a flow starts, steps define what happens, and settings control how the flow behaves over time.

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