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Automation Templates

Pre-built workflow templates that ship with Tanqory: welcome series, abandoned cart, post-purchase. Start from template; customize for your brand.

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Automation Templates are pre-built workflow blueprints: Welcome Series, Abandoned Cart, Post-Purchase, Win-Back, Birthday, Review Request. Each ships with sensible defaults (cadence, copy, branching). Start from a template + customize for your brand voice + offer.

You'll work at /admin/store/{storeId}/marketing/automations/templates.

Templates that ship with Tanqory

Template What it does Customize
Welcome Series 3-email sequence after signup Brand voice, offer, CTA
Abandoned Cart Recover incomplete checkouts Discount on final email
Post-Purchase Thank you + cross-sell Cross-sell product picks
Win-Back Re-engage lapsed customers Offer + timing
Birthday Annual birthday email Offer
Review Request Ask for review N days after delivery Incentive
Restock Notification Notify waitlisted customers Inventory threshold
VIP Welcome First-time VIP perks Perks

Before you begin

  • You are signed in to your Tanqory store admin.
  • You have Manage marketing permission.
  • You have copy + design prepared (or use template defaults as starting point).

Steps

1. Open Marketing > Automations > Templates

Reference: Marketing area (opens full size)

2. Browse templates

Each card shows: name, purpose, sample preview.

3. Pick a template

Click Use this template. Tanqory creates a copy in your automations.

4. Customize

Tune:

  • Subject lines: biggest CTR driver.
  • Copy: match your brand voice.
  • Offer: discount amount, exclusivity, urgency.
  • Cadence: delay between emails.
  • Branching: engagement-based logic.

5. Test

Trigger the automation on your test customer.

6. Activate when ready

The automation runs for matching customers.

7. Iterate

Watch metrics; refine over time.

Verify the result

  • Template instantiated as your own automation.
  • Customizations saved.
  • Test trigger fires.
  • Live automation processes matching customers.

Best practices

  • Start with template, don't copy verbatim. Customize.
  • Subject lines first. Highest leverage.
  • Test on yourself + a colleague.
  • Compare templates A/B if you have volume.
  • Document why you chose specific customizations for future operators.

Common mistakes

  • Using template defaults as-is: generic, low conversion.
  • Skipping customization: same template at every store ≠ brand differentiation.
  • No testing before launch.
  • Running same template forever without iteration.

If something goes wrong

  • Template doesn't fit your business: build from scratch.
  • Customizations lost: verify save completed.
  • Permission denied: your role lacks Manage marketing.

Next steps

Still stuck?

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