Building your First Campaign Flow
A Campaign Flow connects individual campaigns into an automated sequence. Instead of scheduling each send separately, you define the order, timing, and conditions between steps — Prisma handles the rest.
An onboarding flow is a common first use case: a customer opens an account, and the system automatically walks them through a welcome sequence over the following days, without any manual scheduling.
How a flow works
The flow is controlled at the flow level, not at the individual campaign level:
- One segment determines who enters the flow — for example, customers whose account was opened today
- The campaigns inside the flow use the Everyone segment — the flow’s segment is what gates entry, so individual campaigns should not restrict the audience further
- Delays pause the flow for a set number of days before the next step runs
- IF Conditions check a customer field before proceeding — for example, skip the next email if the customer has already logged in
Once the flow is published, it runs continuously. When a customer enters the controlling segment — because a data sync updated their account date, for example — the flow starts immediately for that customer.
A typical onboarding sequence
| Step | Action | Timing |
|---|---|---|
| Welcome email | Sent immediately on entering the flow | Day 0 |
| Getting started tips | Only if customer hasn’t logged in yet | Day 3 |
| Support offer | Only if customer still hasn’t logged in | Day 7 |
Each campaign in the flow is a separate, independent Prisma campaign — built and published on its own before being added to the flow. This also means you can reuse the same campaign across multiple flows.
Build it yourself
For a complete walkthrough — creating the segment, setting up the three campaigns, and configuring the flow with delays and IF conditions — see the Create an Onboarding Flow tutorial.
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