Categories

• Use Cases

  • Add high-spending customers to a VIP MailPoet list
  • Adding customers who purchase a certain product to a MailPoet list
  • See all topics

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Documents

• Manual workflow quick filters

  When building the manual workflow runner, introduced in AutomateWoo 5.0, scaling was a key consideration. We developed a new system for our existing workflow rules to make it possible to convert a set of rules into a database query. By using a database query we can find all the items that match a set of […]

• Manual workflows

  Manual workflows were introduced in AutomateWoo 5.0. Workflows are the foundation of AutomateWoo, providing the framework for building automated tasks. Automatic workflows run when a trigger fires which typically happens when a specific event occurs on your store. Manual workflows have no trigger and are instead initiated by the store manager. What can I do […]

• Marketing opt-in and unsubscribes

  One of the first things you should do when setting up AutomateWoo is choose whether to use opt-in or opt-out mode. Opt-in means customers must opt-in before email or SMS is sent to them. Opt-out means email and SMS will be sent automatically until the customer chooses to opt-out. When in opt-in mode, customers can opt-in […]

• New Customer workflows

• Onboard a subscription in WooCommerce to automatic renewals

  WooCommerce Subscriptions makes it possible for customers to subscribe to products without providing a payment method at the time of signup. While convenient for customers, it presents a unique challenge for stores. The challenge: How can a store: This article will show you how to accomplish the above using AutomateWoo. Use case The following workflow […]

• Opting-out from Twilio SMS

  There are two options when giving SMS recipients the ability to opt-out of your messages. The first option is the standard AutomateWoo opt-out method, which is also used to opt-out of emails. The second option is to opt-out by sending a reply SMS with a specific keyword. Opt-out via URL Opt-out via URL is AutomateWoo’s […]

• Pause subscription renewals for three months

  AutomateWoo can be used to “pause” WooCommerce subscription renewals for customers by giving them a few months for free. Pausing monthly subscriptions In order to do this, first create a subscription coupon at WooCommerce > Coupons > Add New. Next, create an AutomateWoo workflow at AutomateWoo > Workflows > Add Workflow. Finally, you must deactivate […]

• Performance

  One of AutomateWoo’s unique characteristics is that it runs entirely on your server. Whether you are automating a follow-up email, abandoned cart recovery, or win back of an inactive customer, the code and data controlling the workflow is within your WordPress site. From time-to-time, we have customers ask about the performance impact of this native […]

• Pre-paid subscriptions

  AutomateWoo’s WooCommerce Subscription integration makes it possible to create workflows for a pre-paid subscription, where a customer pays for a certain period in advance of shipments for that period. For example, a magazine may be paid yearly, but ship a new issue each month. This guide demonstrates how to use AutomateWoo workflows to create a […]

• Preset Workflows

  Preset workflows (presets) were introduced in AutomateWoo 5.1. Presets are pre-configured workflows that you can choose from to quickly and easily create your own workflows. They include example content that you can build upon and modify to meet your store’s unique needs. How do presets work? Creating a workflow from a preset will create a […]