Step Configuration
In addition to the general step configuration options, this step has the following specific options that can be configured.Stores to Search
If only one store is connected to FlowEQ, that store will be searched by default. If multiple stores are connected, you can select which stores you want to search for orders in. This defines which stores to search for customers in. This is because orders are tied to customers, so we first need to find the customer in order to find their orders. If a customer is found in any of the selected stores, all of their orders from those stores will be returned as options for the agent to select from when running the step.Automatically search for customers
Enabling this option will allow FlowEQ to automatically search for customers based on the email address provided in the Email field. The agent will not have an option to manually search for customers when running the step, and will only see the orders that are returned based on the provided email address.Automatically search for orders if only a single customer is found
Enabling this option will allow FlowEQ to automatically search for orders if only a single customer is returned in the search.Automatically complete step if only a single order is found
Enabling this option will allow FlowEQ to automatically complete the step if only a single order is found for the selected customer.Running the Step
Once the step has been added to a Flow and configured to your liking, when an agent runs the Flow, they will be able to search for customers based on the provided email address. If one or more customers are found, they will be able to select the correct customer, and then select from a list of that customer’s orders in the selected stores.Selecting a Customer
After entering an email address and hitting “Search”, if one or more customers are found, they will be displayed as cards for the agent to select. Each card will display the customer’s name, email address, and the stores they are associated with.
Selecting an Order
After clicking “SEARCH ORDERS”, if one or more orders are found for the selected customer, the orders will be displayed as cards for the agent to select. Each card will display the order number, order date, order status, the store it is associated with, and the total amount for the order.
Variables
After selecting an order, we will populate a number of variables that can be used in later steps in your Flow. These variables will change depending on what data is available for the selected order.How FlowEQ Variables Work
FlowEQ uses dot notation to navigate through API response data returned by a step. Variables are automatically constructed (they won’t appear in the variable picklist). Each part of the variable breaks down as follows:
Example: To access the customer’s first name, you would write:
Variable Reference Table
Store
This contains information about the chosen store for the selected order. This is especially helpful when searching across multiple stores, as it allows you to know which store the selected order is from.Selected Customer
Information about the selected customer based on the email address entered in the step. This will be populated regardless of whether you have “Automatically search for customers” enabled or not, as long as a customer is found with the provided email address.
Customer — Billing Address
Customer — Shipping Address
Selected Order
These variables contain information about the chosen order. This is the main object that is returned in this step, and it contains a lot of information about the order, including nested objects for billing and shipping addresses. This is where you can pull most of the information about the order that you want to use in later steps in your Flow.
Order — Billing Address
Order — Shipping Address