Custobar

A sale may be imported several times as it moves from new to processing to complete. Custobar's Flow guide recommends filtering a sale trigger by date and state, so the intended post-purchase path begins at the chosen business stage. Define that condition before adding the thank-you or follow-up action.

Flow can update customer information, branch by criteria, add delays and create an event. Creating an event for an email requires a corresponding campaign action configured to use that event as its precondition. The diagram and the campaign therefore need to agree. Goal nodes count customers reaching selected points, which can help distinguish entry into a journey from reaching its later step.

Small starts at EUR 548 per month with 20,000 contacts and a monthly email package. All plans include five user licences; additional email and SMS packages add cost. Google and Azure authentication are separate add-ons.

To add a colleague, open the avatar menu, choose Manage users, then New user. Enter their details and role and click Create; they receive an activation email. Use a named account for each person preparing or approving campaigns.