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Automations

Auto-fired flows triggered by customer events: welcome, abandoned cart, post-purchase, win-back. Set + forget.

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Automations are flows triggered by customer events: without a manual send each time. The "always-on" revenue compared to campaigns (manual).

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

Foundational automations every store needs

Automation Trigger Why
Welcome series New signup First impression + first-order conversion
Abandoned cart Cart abandon Recover 5-15% of lost orders
Post-purchase Order placed Cross-sell + retention
Win-back Customer goes lapsed Reactivate
Browse abandonment Product viewed, not bought Mid-funnel
Birthday / anniversary Date trigger Loyalty
Replenishment Time after consumable order Reminder

Before you begin

  • You have Manage marketing permission.

Steps

1. Open Marketing > Automations

Step 1: Marketing area (opens full size)

2. Build via Workflow Editor

3. Activate

4. Monitor history + metrics

Best practices

  • Start with abandoned cart + welcome.
  • Iterate based on metrics.
  • Document each automation so team knows what's running.
  • Audit quarterly for stale flows.

Common mistakes

  • Set + forget literally: never review = silent decay.
  • Too many automations to customer: fatigue + spam complaints.

Next steps

Still stuck?

More in Email Marketing

  • Email Marketing Campaigns

    Build, send, and measure one-off email campaigns: promotions, newsletters, launches. Pairs with Automations for recurring flows.

  • Email Marketing Workflows

    Automated email sequences triggered by customer behavior: welcome series, abandoned cart, post-purchase, win-back. Set up once; run continuously.

  • Campaign Metrics Reference

    Reference for every email campaign metric, Delivered, Opened, Clicked, Converted, Unsubscribed, Bounced, with definitions + healthy benchmarks.

  • Campaign Detail Page

    Per-campaign view: performance metrics, audience, content preview, edit, duplicate.

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