Charles

Build smarter journeys, step by step - design, test, optimize and automate flows to guide customers from hello to checkout.

Journeys

Learn how to get started using Journeys to automate your WhatsApp marketing and service conversations.

Getting started with Journeys

Everything you need to know to build your first flow!

Navigate the flow canvas

On-Canvas Flow Analytics

Create a Carousel in Journeys

Connect your store & add dynamic tracking parameters to your CTA buttons. Use a dynamic CTA to share tracking URLs, track clicks, and more.

Dynamic CTA buttons

When customers contact you for the first time on WhatsApp, it’s crucial for you to use this opportunity to collect as much info as possible.

Storing customer responses

This is a glossary of the most used variables in your journeys and what they do.

Variables in Flows/Journeys

Learn how to store customers' data, set up Follow-Up Reminders and Mandatory Reply Buttons for reply buttons in your charles Journey messages to increase customer response rates and keep conversations…

Advanced Settings for Reply Buttons in Journey Message Nodes

Checking Country Code of phone number in Journeys

Email validation in Flows

Learn basics you need to know to build your first flows in Journeys

Learn about each node, how to use it and what’s possible.

Journey nodes glossary

Every flow starts with a trigger. Here we’ll outline how each one works.

Journeys > Triggers

The send message node is a templated message and can only be sent within the 24-hour message window.

Journeys > Send message

The Send update node lets you send an update template message.

Journeys > Send update

Add tags across the flow which you can used later on to segment your audiences for future flows and campaigns.

Journeys > Manage tags

The condition node is a powerful tool to segment the customers going through your flow based on specific criteria.

Journeys > Condition node

Add a time delay between messages to humanize the flow or reactivate customers after purchasing - days, weeks or even months later.

Journeys > Wait/delay Node

Easily connect your flow with external APIs.

Journeys > Outgoing webhook node

Trigger other message-trigger flows based on your customers actions.

Journeys > Trigger flow node

Keen to start experimenting with your flows? The Random split node lets you do just that.

Journeys > Random split

The Define Variable Node lets you create custom variable with incoming data payloads using Shopify's Liquid Template Language

Journeys > Define Variable Node

Learn how to update profiles with the update contact node in Journeys

Journeys > Update contact node

Discover what settings are available within your flows.

Flow settings

How journeys are built: Node glossary

Learn everything you need to know to build great flows in Journeys

Journeys - Manuals

Collect Subscribers via different sources to increase your reach

Create a Welcome Flow / Opt-In Flow

With the global opt-out flow, customers can message you keywords (like STOP) and be unsubscribed from all opt-ins.

Create an Opt-Out Flow

The catch-all trigger gives you another, more automated, option for responding to customers.

Create a Catch-All Trigger Flow

Create your first flows to ensure a smooth onboarding experience while staying compliant and user-friendly.

Your first flows

Use the Order confirmed Trigger to start a post-purchase flow to retain new customers and generate ongoing revenue.

Create a Post Purchase Flow

Create a Tracking Update Flow (Parcel Sent)

Automatically collect customer feedback through WhatsApp — after a purchase, a support interaction, or as an ongoing campaign. Responses sync directly to your CRM, and unhappy customers are instantly escalated…

Review Collection Journeys

Turn post-purchase moments into lasting relationships. Learn how to build flows that drive trust, satisfaction, and repeat engagement.

Post Purchase Flows

WhatsApp is the perfect channel for winning back abandoned carts. Leverage conditional rules, dynamic urls to create FOMO & save the cart.

Create an Abandoned Cart Flow (Shopify)

Turn window shoppers into customers with personalised WhatsApp messages that bring them back to complete their purchase

Create a Browse Abandonment Flow

Turn high-intent traffic into revenue. Learn how to recover, retarget, and convert customers at the right moment.

Conversion Flows

This article explains what WhatsApp Flows are and how you can use them with charles to create rich, interactive WhatsApp experiences ( forms and guided flows). It clarifies that these…

WhatsApp Flows

With the Incoming webhook trigger, you can trigger a Journey anytime using a generated API endpoint (REST URL) and a specific payload (data)

Create an incoming webhook trigger

Learn how to use triggers to start flows automatically including connections with your existing tools and platforms.

Flow triggers and integrations

Welcome Flow / Opt-In Flow - Best Practices & Inspiration

To make the best out of the Opt-Out situation

Opt-Out Flow - Best Practices

Order Confirmed Flow - Best Practices & Inspiration

Tracking Update Flow - Inspiration

Create a personalized journey to remind customers about their abandoned cart.

Abandoned Cart Flows - Best Practices & Inspiration

Post Purchase Flows - Inspiration

Loyalty program & VIP customer - Inspiration

Learn how other brands created great flows in Journeys

Journeys - Best Practices & Inspiration

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