Building your First Campaign Flow

Last updated:
1 min read

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.

Was this article helpful?