Marketing Automations

• Marketing automations enable you to automatically send emails to customers when specific events happen or you want to reach a specific subset of your email database
• Marketing automations use workflows from Shopify Flow to trigger when an email message is sent to customers
• Automations can be configured using a template, or you can create a custom automation
• You can choose which type of marketing automation to create based on the type of email message you want to have sent
• Marketing automations use Shopify email to send email messages to customers, except for the Custom marketing automations and 3rd-party automations,
• Email messages that are sent because of automations, other than the abandoned cart automation, count towards your “emails sent” count with Shopify email

Create a Marketing Automation

• When creating a marketing automation from a template, you can configure the specific details of how the automation works
  • i.e. you can change how long after a customer abandons a cart that the abandoned cart email is sent
• After you configure an automation, you can turn it on immediately, or you can save it as a draft
• To get started, go to the navigation of your Shopify admin, click Marketing, and then Automations

• In the top right corner, click on the Create Automation button

• Select the Automation you’d like to use. The available options are:
  • Abandoned checkout
  • Abandoned cart
  • Abandoned product browse
  • Welcome new subscriber
  • First-purchase upsell
  • Customer winback
  • Custom marketing automations
  • 3rd party automations

• Choosing an automation will bring up the following modal, where you can choose to turn on the selected automation directly, or modify it by clicking on the Edit button 

• Hitting the Edit button will show two options: Edit email and Edit workflow
  • Edit email will take you to the template editor, where you can customize the email that will be sent out when customers meet the criteria outlined in the automation
  • Edit workflow lets you customize the criteria and parameters of the automation itself
• Once you are finished with both the automation workflow and the email template, make sure everything is saved
• Then, hit the Turn on workflow button to activate the automation

Turn a marketing automation off:

• From your Shopify admin, go to Marketing > Automations
• In the Automations section, click the automation that you want to turn off
• Click Turn off automation, and then click Turn off
• NOTE: Any workflows that are in a wait stage are canceled so no further emails are sent as part of the automation

Types of marketing automations

The following types of automations are available:

Automation	Description
Welcome new subscriber	Sends an email message to customers when they first subscribe using the email signup form in your online store
First purchase upsell	Sends an email message to customers after they've made their first purchase
Customer winback	Sends an email message to customers after a specified amount of time has passed since their last order was placed
Abandoned product browse	Sends an email message to customers who view a specific product, but don't add it to their cart
Abandoned cart	Sends an email message to customers who add products to their cart, but don't complete the purchase
Abandoned checkout	Sends an email message to customers who start the checkout process, but don't complete an order
Custom	Design your own email automations based on parameters that you choose
Third-party	Automations that connect with third-party marketing apps