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Wizard Flow

Wizard Flow is the primary way to turn Flexsee predictions into live campaigns. It walks you from a connected Shopify store through audience selection, destination setup, and activation in one guided path.

When to use Wizard Flow​

Use Wizard Flow when you want to:

  • Launch Meta Ads audiences (retargeting or lookalike prospecting) and optionally publish the advert
  • Send Klaviyo email campaigns with personalised product blocks
  • Send Mailchimp Transactional (Mandrill) messages with model-ranked products
  • Reach shoppers via WhatsApp or SMS (Twilio)
  • Route conversions through Flexsee Quick Pay hosted checkout instead of only your store PDP

You can also start a flow from Products (launch wizard for a catalog item) or Dashboard action items when data is ready.

Prerequisites​

  1. Shopify connected and synced — Shopify integration guide
  2. Enough behavioural data for predictions (the wizard shows readiness after sync)
  3. Destination-specific setup:

Wizard steps​

StepWhat you do
Data sourceChoose Shopify (WooCommerce is planned)
Connect and syncConfirm the store connection and initial sync
ReadinessWait until Flexsee has enough events to unlock predictions
DestinationPick Meta Ads, Klaviyo, Mailchimp, or WhatsApp/SMS
TargetingSelect a product and predictive audience segment for that product
Destination setupConfigure channel-specific options (budget, flow, template, checkout route, etc.)
ActivateReview and launch the flow

Draft flows are saved automatically. Open Wizard Flow in the sidebar to resume drafts or review live flows.

Create a new flow​

  1. Go to Wizard Flow → Create flow (or /wizard-flow/create).
  2. Complete data source, sync, and readiness steps.
  3. On Destination, choose where predictions should deploy.
  4. On Targeting, pick a product from your synced catalog and an audience segment (for example highest-intent buyers or a lookalike seed).
  5. On Destination setup, finish branch-specific configuration (see below).
  6. On Activate, confirm and launch.

After activation, open the flow detail page to see status, tracking, and performance links. Use Campaigns to compare results across channels.

Destination branches​

Meta Ads​

  • Retargeting — uploads a Custom Audience of predicted high-intent buyers for the selected product.
  • Prospecting — uploads a seed audience, then creates a lookalike audience (requires at least 100 users in the seed). Choose lookalike size (1%, 2%, or 5%) and country (GB, US, CA, AU).
  • Set campaign name, budget, creative copy, and destination URL.
  • Checkout route: send traffic to your store product page or a Flexsee Quick Pay page (requires Stripe Connect).
  • Optionally Publish advert after the audience is created (requires a Meta Pixel — see Meta Ads guide).

Full Meta setup and troubleshooting: Meta Ads integration.

Klaviyo email​

  1. Create a Klaviyo flow triggered by the Flexsee Campaign Send metric — Email campaign setup.
  2. In the wizard, select that flow, subject line, and products per recipient.
  3. Activate to send Track events; Klaviyo delivers personalised emails.

Mailchimp Transactional​

  1. Connect Mandrill under Integrations → Email & SMS — Mailchimp guide.
  2. In the wizard, pick a Mailchimp template (or fallback HTML) and audience options.
  3. Ensure your template includes the Flexsee Handlebars block for flexsee_recommendations.

WhatsApp or SMS (Twilio)​

  1. Connect Twilio under Integrations → Email & SMS.
  2. Configure sender number or messaging service and content template in the wizard branch.
  3. Activate when your Twilio sender is approved for production traffic.

Quick Pay checkout (Meta and other conversion paths)​

When Meta (or offer configuration) uses Flexsee Quick Pay:

  1. Complete Stripe Connect.
  2. In destination setup, choose Flexsee Quick Pay as the checkout route.
  3. Flexsee provisions a hosted page at /pay/<slug> for the flow.
  4. Customise branding and payment methods under Settings → QuickPay Links.

After launch​

  • Campaigns — attributed revenue, ROAS, conversion rate, and per-campaign rows (Campaigns & attribution).
  • Wizard Flow list — draft vs live flows, edit, or delete.
  • Customers / Products — intelligence, journeys, and “launch wizard” shortcuts from catalog and profiles.

Troubleshooting​

IssueWhat to check
Readiness never unlocksShopify sync, pixel/events, and order history; wait for more storefront activity
Destination greyed outConnect the integration first (Meta, Klaviyo, Mailchimp, Twilio, or Stripe for Quick Pay)
Lookalike disabledSeed audience must have at least 100 users
Quick Pay unavailableStripe Connect onboarding complete and quick pay terms accepted
Meta Publish advert failsPixel linked to ad account; app in Live mode — Meta troubleshooting

Next steps​

  • Campaigns & attribution — how Flexsee measures performance
  • Quickstart — org setup and first integrations
  • Integration guides for each destination (sidebar under Integrations)