Flows
Flows in Mercuri allow you to automate actions based on events happening in your store or platform.
For example:
Send a WhatsApp message when a new order is created
Send reminders when a booking is scheduled
Follow up when a cart is abandoned
Instead of manually sending messages or notifications, Flows automatically trigger actions when specific events occur.
How to Create a Flow
Step 1: Open Flows
Go to Flows in your Mercuri dashboard.
Click Create Workflow.
Step 2: Name Your Workflow
At the top left, enter a Workflow Name. By default, the name may be automatically populated based on the selected trigger.
Examples:
Order Confirmation Flow
Cart Recovery Flow
Booking Reminder Flow
Giving a clear name helps you easily identify the automation later.
Step 3: Add a Trigger
Every workflow starts with a Trigger.
A trigger is the event that starts the workflow.
To add a trigger:
Click Triggers.
Select the trigger based on your connected platform.
Step 4: Add Logic (Optional)
After selecting a trigger, you can either:
Add an Action directly, or
Add a Logic node to control how the workflow runs.
Logic helps you create conditional workflows, so messages are sent only when specific conditions are met.
To add logic:
Click Logic from the Add Nodes section.
Select one of the available logic options.
Condition
A Condition allows the workflow to branch based on specific rules.
Examples:
Send a message only if payment status is unpaid
Send a notification only if order value is greater than ₹1000
When configuring a condition:
Select the field (for example, Payment Status).
Choose a comparison rule (equals, not equals, greater than, etc.).
Enter the value.
Example condition: Payment Status ≠ Paid
This means the workflow will continue only if the payment is not completed.
You can also click Add Condition to include multiple rules.
After configuring the conditions, click Save Conditions.
Delay
A Delay pauses the workflow for a specified amount of time before continuing.
Examples:
Send a reminder 30 minutes after cart abandonment
Send a follow-up message 1 day after order creation
This helps you control when the next action should happen.
Step 5: Add an Action
After the logic node (or directly after the trigger), you can add an Action, such as:
Send a WhatsApp message
Send an SMS message
The workflow will execute the action only when the trigger and conditions are satisfied.
1. Sending a WhatsApp Message
If you select WhatsApp, you will need to configure the message.
Step 1: Select Phone Number
Choose the WhatsApp number connected to your Mercuri account. This is the number from which the message will be sent to customers.
Step 2: Select Template
You will see a list of approved WhatsApp templates. These templates are pre-approved messages that can be sent automatically through workflows. You can use the search bar to quickly find a template.
Step 3: Save Configuration
After selecting the template:
Click Save Configuration.
The action will be added to the workflow.
Once the workflow runs, the selected WhatsApp message will automatically be sent whenever the trigger occurs.
2. Sending an SMS Message
If you select SMS, the process is similar:
Select SMS under Actions.
Choose the SMS template you want to send.
Click Save Configuration.
The SMS will automatically be sent whenever the workflow is triggered.
Step 5: Managing the Workflow
After adding triggers, logic, and actions:
Turn Workflow ON to activate the automation.
Click Save Changes to apply the workflow.
Once saved and activated, the workflow will automatically run whenever the trigger conditions are met.
⚠️ Trigger Replacement Behavior
A workflow can have only one trigger at a time. If you select a new trigger, the previous trigger will automatically be replaced by the newly selected one.
For example: If your workflow already uses Order Created as the trigger and you select Cart Abandoned, the Order Created trigger will be overridden.
Please review the trigger carefully before changing it to avoid accidentally modifying the workflow behavior.
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