Use custom line item properties to personalize Automate flows

Use custom line item properties to personalize Automate flows based on customer selections at checkout, such as quiz results, bundle choices, or plan preferences.

This guide explains how to use the Processed charge line item → Property condition in Automate flows so you can evaluate custom line item properties when an order processes and use those values to control how the flow runs.

Before you start

• This article only applies to Automate flows.
• See Getting started with Automate for all conditions.

How it works

You can collect meaningful customer inputs at checkout, such as:

• Quiz outcomes
• Bundle selections
• Plan or cadence preferences
• Custom configuration choices

These values are stored as line item properties. Automate evaluates those properties when the order processes and uses them to make decisions throughout the flow.

This means you can:

• Decide whether a flow runs
• Route customers down different paths based on their selections
• Reduce hardcoded variants and workaround logic
• Use customer intent captured at checkout to drive automation

Using custom line item properties in Automate flows helps you:

• Personalize flows without hardcoding variants
• Use checkout inputs to drive automation
• Reduce branching complexity
• Build flows that respond directly to customer intent

You can use Processed charge line item → Property as a condition in:

• Trigger conditions to control which orders enter the flow
• Conditional branch conditions to control which path the flow follows after the flow starts

Example use case

In this example, a customer completes a quiz on your storefront, and their result determines which product is added to their subscription.

You want to:

• Trigger the flow only for orders that include one of the quiz-assigned products
• Branch the flow based on the assigned product
• Apply different actions depending on the customer’s quiz result

For example, a customer is assigned Product A or Product B through the quiz. Automate evaluates the product included in the processed charge and sends each customer down a different path in the flow.

You can then:

• Apply different subscription updates
• Set different delivery frequencies
• Offer tailored incentives or messaging

This allows you to personalize the post-purchase experience based on the customer’s quiz outcome.

Configure the flow

1. In your Recharge merchant portal, click Products and select Automate.
2. Create a new flow or open an existing inactive flow.
3. Click the Trigger node.
4. Add a trigger condition that uses Processed charge line item as the condition type and Property as the attribute.
5. Enter the property details you want to match.
6. Optional: Add a Conditional branch node to route customers based on different property values.
   1. In the Conditional branch node, add a condition that uses Processed charge line item and Property.
   2. Set the branch logic based on the property value you want to evaluate.
7. Add the actions you want each branch to take.
8. Click Apply to save your changes.

Considerations

Consider the following when using custom properties as an Automate condition: