Plan your first lifecycle flows

Start with the customer moment

Map the moments that need communication: a new subscription, a first purchase, product arrival, product use and a likely repeat purchase. Choose a purpose for each message before selecting the channel.

Prioritize helpful content such as choosing a product, using it correctly or understanding a next step. Base timing on the product and observed customer behavior rather than copying another brand's schedule.

Specify the flow before building it

For each flow, write down its trigger, audience, required channel permission, delay, message and exit condition. Check the supported triggers and channel configuration in your workspace before implementation.

• What event makes a customer eligible?
• What should stop or suppress a message?
• How will repeat events and overlapping flows be handled?
• Who owns the copy, test and ongoing review?

Test the whole experience

Run the flow with a test contact and verify personalization, links, timing and exit conditions. Check that a changed customer state prevents an irrelevant follow-up.

Review delivery problems, negative feedback and purchase outcomes. Compare similar groups over time and avoid treating every order after a message as caused by that message.