Create an automation
Pick what should trigger the automation, start from a ready-made template, and turn it on when you are happy with it.
In this article you will create an automation from a template and switch it on.
Before you start
- A verified account. For automations that send SMS, an approved SMS sender.
Steps
- Open Automations → Create automation.
- Choose Marketing for email and SMS journeys based on customer behavior. Choose Transactional SMS for order and shipping notifications.
- For Marketing, choose a workflow from the template gallery, such as Welcome, Abandoned checkout, Winback or Back in stock.
- Configure the trigger, delays, conditions and messages. Check the audience and any discount before enabling the workflow.
- Review the workflow status and turn it on when it is ready. Open its logs and run history to check activity.
Templates are a starting point, not a rule. Removing a step or shortening a waiting time is perfectly fine.
Try these steps in Sendvio
Enter your Shopify store name to open Create automation: choose Marketing or Transactional SMS in Sendvio, inside your Shopify admin. It opens in a new tab, so you can keep this guide alongside it. Shopify may ask you to sign in.
Follow the steps above to select the relevant item. Navigation for this task:
SendvioAutomationsCreate automation
For my-store.myshopify.com, enter my-store. We remember it in this browser only.
Still need help?
Write to us and include your store name and, if it is about a message, the recipient's email or phone. We answer every email.