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How to set a Ready Flow to send to Customers status as well?

How to send Ready Flows to Subscribers and Customers statuses, per channel (Email, SMS, WhatsApp)

Written by Klaudia Lewandowska

You can choose to send standard Ready Flows, like Viewed Products or Abandoned Carts (and all other scenarios in the Ready Flows section), to:

  • only users with Subscribers status
    or

  • users with both Subscribers and Customers status.

By choosing the second option — contacts with Subscribers and Customers status — you let the system send more messages to people who visit your site and whose email addresses we already have in edrone.

Not sure what subscription statuses mean? Read more here 🤓


How to set up a Ready Flow to also send to Customers status?

  1. Open the Ready Flow you want to configure.

  2. In the top right corner of the flow, click the Settings gear icon.

  3. In the "Subscription statuses" section, choose which subscription statuses should receive this automation. You'll see separate checkboxes for each channel — Email, SMS, and WhatsApp — each with two options: "Subscribers" (checked by default) and "Customers".

  4. Check "Customers" for the channel(s) where you also want this Ready Flow to reach these contacts. You can set this separately for Email, SMS, and WhatsApp.

  5. Save the flow settings.

And that's it! From now on, this Ready Flow will also be sent to users with Customers status, on the channels you selected.

⚠️ Remember: we can't send any messages to users with Unsubscribed status, on any channel.

💡 Note: messages sent within Custom Flows are, by default, sent to users with Subscribers and Customers status (Unsubscribed is always skipped).

If you want messages within a given Custom Flow to be sent to only one of the statuses — Subscribers or Customers —, add the Customer Attributes → Email subscription status condition (or SMS / WhatsApp). In "Who matches this condition?" choose "Customers with one of the selected statuses" and select the status you need.


Need more help?

If you have any further questions about sending messages to selected subscription statuses, please contact us via chat or at hello@edrone.me


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