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Create a Pre-Shipped Upsell Flow from a Template

Set up an automated flow to offer additional products to customers after they order but before their package ships.

Roohul Shah avatar
Written by Roohul Shah
Updated over a week ago

What is a Pre-Shipped Upsell Flow?

A Pre-Shipped Upsell Flow automatically sends messages to customers after they make a purchase but before their order is shipped.

It offers them a chance to add more items to their existing order, so everything ships together in one package.


How Does It Help?

This flow helps you:

  • Increase order value by adding products to existing orders

  • Save on shipping costs by combining items in one shipment

  • Offer convenience to customers who want to add more items

  • Boost revenue without additional shipping expenses


How to Create a Pre-Shipped Upsell Flow

There are two ways to get started:


1. From the Flow Home Screen

  • Scroll down to find the Pre-Shipped Upsell Flow Template

  • Click Create

2. From the Create Menu

  • Click + Create Flow

  • Select Use a Flow Template

  • Choose Pre-Shipped Upsell Flow

  • Click Create Flow


Flow Properties

Using the flow properties shown in the image below is best for a Pre-Shipped Upsell Flow:


Customize Your Flow (Optional)

Once you create the flow, you'll see the Flow Builder screen.


To make changes:

  • Click Edit Flow at the top

  • Customize the messages, timing, or settings as needed

  • Note: Editing a flow creates a new version of it. Go to "See Version History" from the three dots on top to activate the correct version.

  • Learn more about versioning here

To use it as-is:

  • Simply Turn On your flow, or

  • Schedule it to start later

Important Note:

Make sure the Compliance setting for this flow is set to "Promotional" to avoid carrier filtering and potential legal issues.



💡Tip:

Still have questions?
Please feel free to reach out to our wonderful Support team at support@txtcartapp.com or via Live Chat.​


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