Before you start
- Automation workflows are available on all module plans, including FREE.
- You can add different channels to each of the automation workflows. However, the subscription statuses for each of the channels are managed separately. EG: If you don't have User Engagement enable, you cannot send email & SMS in automation flow.
- We do not automatically replace the automation flows in your Shopify store.
Types of Automation Workflows
Once you start your setup process, you can choose from a number of flows presets:
- Buyer based workflows: Abandoned Checkout, Order Confirmation, Shipping Confirmation, Customer Feedback, Cancellation Confirmation
- Subscriber based workflows: Welcome, On-boarding
- More to come
Once you choose your template, you are free to change it in a way you prefer: adjust the trigger, add or remove additional actions, change their timings.
Setting-up Automation workflow
1. Trigger settings
Each of the preset workflows has the default trigger that is adjusted according to your store platform. However, you may also find the list of the order statuses for your store platform in the relevant article.
In the Trigger block, you can find these set of settings:
- Order-based: Abandoned checkout, Order created, Order paid, Order canceled, Order fulfilled
- Shipment-based: Shipping update
- Customer-based: New customer
By enabling the option to Don't show to users who have been in this flow, you may prevent the same automation from being triggered multiple times.
For example, if you set the automation to be triggered when a particular page is browsed, the same customer may re-trigger the automation multiple times within the same session. To avoid this, you may set the Frequency value for such flows to a few hours and even days.
2. Condition settings
Each of the triggers has its own set of filters. For example, for Abandoned Cart sequence you may choose to send the message when either one or both of the conditions are true:
There's no limit on how many conditions you can add to filter your customers.
3. Time delay
You can choose to have a delay as short as minutes or as long as months. We suggest keeping somewhere around our suggested timings as they are based on best practices but feel free to use what works best for you.
The delays will always be counted starting from the end of the previous block (Trigger, Email, SMS, etc.), and not from the trigger only.
4. Add Action to the sequence
In the automation settings, you may add different message blocks, including Email, SMS, and Banner that can be added after adding Email or SMS.
Once you drop the Email message to the sequence, you may see 'Missing Email information'. This error informs that you need to add Subject line, Preheader, Sender's name, or Sender's email address.
Once you fill in the information displayed in the inbox, you can start editing the Email message content. Unlike Email Campaigns, Automated workflows may have some of the settings that are unique for the trigger.
For example, the workflow with the Abandoned Cart trigger will have two unique blocks, Abandoned Products and Checkout button. Each of them has the preset functions that other workflows cannot perform.
Unlike the Email message, SMS can be edited in the editor directly. You can, however, choose from the preset templates to lesser the time of editing. Each of the triggers will come with a different set of variants that you can include in your SMS messages.
As being mentioned above, Banner can only be added after adding an Email or SMS block.
You will have to fill in the exact same link that been used in the previous Email/ SMS messages in order to make the banner trigger for users that click the link on your Email/ SMS.
All the editing settings will be the same as the banner in Lead Generation, including template library. Note: This banner will have the Frequency capping of 1 time per user.
If you need more help, please let us know via our live chat or email us at firstname.lastname@example.org