Activating your Automations
Automations are the gift that keeps on giving! An absolute must for every shop, Automations trigger an email send to your contact at the perfect moment based on their activity. Here we’ll discuss several Automations everyone should use and the considerations for getting these programs up and running.
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Types of Automations
Automations use actions from your subscribers to determine who receives the message, when they receive it, and potentially even the content of the message. There are several basic activity types for your Automations.
- Subscriber Activity - automation triggers are based on a new subscriber signing up or a subscriber having expiration date for a Seguno-issued discount code approaching.
- Commerce Activity - automations triggers based on order data and order status changes. These marketing emails are based customer purchases and the standard customer lifecycle.
- Tag Triggered - as the name implies, these automations are triggered when a specific Customer Tag is applied to a subscriber. These automations can be incredibly powerful and flexible when used with an effective customer tagging strategy.
- Kit reminder - Kit can help you by automating newsletter sends using a Seguno template. These are triggered based on actions you take in the Shopify admin such as publishing a new Blog post.
Commerce Activity and Tag Triggered automations are not a substitute for Shopify Transactional Notifications for order status. Seguno will only send emails to customers who have subscribed.
Learn more about the types of automations here.
Customizing an Automation
To get started with your automations, select the automation type from the Automation menu.
The Start card will outline the trigger criteria or event for the subscribers to start the Automation or series.
The timing to send can be controlled for each message and is based on proceeding from the previous message. In the example below, the first message is sent immediately after the Start action occurs, the second message sends 1 day after and then the final message another 3 days later. If a message is disabled, the delay attached to that message is ignored.
To update the message content, first select View on the message card.
From here, you can customize the message content and assign a discount code for the specific message. You can learn more about the basics of customizing an email here.
If you assign a discount code, the subsequent messages will inherit the discount settings and timing.
To navigate between messages, you may select existing message based on the timeline in the Automation email summary card or navigate Back to automation to add messages.
If you'd like to exclude a particular set of subscribers based on a customer tag, you may apply that exclusion at the Automation level.
If you apply a tag to a customer who is in the middle of a series, they will exit from the Automation before the next email is sent.
To extend a series, simply select Add email under the last email. The new message will start off as a copy of the previous message in the series.
To activate an Automation, use the toggle switch on the Automation summary card. Once activated, new qualifying events will trigger the automation for subscribers. Automations are not retroactive and will not send to subscribers who would have previously met the trigger criteria.
To disable an automation, you may use the toggle to stop the automation completely or edit the Start card to stop new subscribers form entering the series but allow those who are currently on the series to complete it.
Checklist: Before activating your Automation
Before activating your automations for eligible subscribers to trigger, make sure to work your way through this checklist.
- Send test emails for each message in the series. Make sure that all images and links are correct. Double check the desktop and mobile layouts for image sizing and text wrapping.
- Verify timing settings for each message to make sure the initial message is sent appropriately after the trigger event and subsequent messages do not over send to the subscribers.
- Double check discounts for expiration and settings making sure that the Discount does not have an expiration in the admin and that the Seguno discount settings have the correct eligibility and rolling expiration date.
- Review the end criteria to make sure that you're familiar with how subscribers can exit the series.
- Verify your exclusions are properly set for customer tags that you would like to prevent from entering the series or prohibit them from continuing if already in the series.