Categories
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Use Cases
Documents
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Reviews: Send a special thank-you for 5-star reviews
Use case This workflow will trigger a special thank you email to customers who leave a 5 star review on their product. You can limit it to only send once per customer if you prefer. Prerequisites A coupon – before we can construct the workflow, you will need to create a discount to offer your […]
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Reward customers with points for purchasing specific products
The WooCommerce Points and Rewards plugin is a way to reward customer loyalty and incentivize larger transactions. However, WooCommerce Points and Rewards can only reward points for purchases, submitting reviews, or creating an account. AutomateWoo offers an Add Points action which vastly expands the functionality of WooCommerce Points and Rewards. The following example workflow will […]
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Reward high-spending customers with a personalized coupon
Use case Trigger an email to reward customers when their total spend with your store reaches a predetermined amount – include a personalized coupon in the email. Prerequisites A coupon – before we can construct the workflow, you will need to create a discount to offer your customers. You can create personalized coupons for each […]
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Reward repeat customers with a custom offer
Use case Trigger an email to reward customers who spent over a certain amount/or made a certain number of orders on your store and include a custom custom offer. Workflow setup Create a new workflow. Select the Order Completed trigger. Select the Order Total > X or Customer – Total Spent rules – depending on […]
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Reward repeat customers with a personalized coupon
Use case Trigger an email to reward customers who spent over a certain amount/or made a certain number of orders on your store and offer them a personalized coupon. Prerequisites A coupon – before we can construct the workflow, you will need to create a discount to offer your customers. You can create personalized coupons […]
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Rules
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Rules List
Customers Customer – Email Customer – Country Customer – State Customer – State – Text Match Customer – Postcode Customer – City Customer – Company Customer – Phone Customer – Is Guest Customer – Account Created Date Customer – User Role Customer – User Tags Customer – Total Spent Customer – Order Count Customer – […]
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Rules Usage Guide
When creating a workflow, you may wish to develop it further using a rule. Implementing a rule or two gives you the ability to tailor a workflow to your store and marketing strategies. Each rule comes with comparison statements such as is, matches any, is less than and is greater than which you can pair with […]
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Saved card expiry notifications
The trigger Customer Before Saved Card Expiry can be used to create a workflow that runs a set number of days before a customer’s saved card expires. Unfortunately, not every payment gateway is compatible with this trigger because sometimes different gateways store the card tokens in different ways. We support any payment gateways that use the WooCommerce […]
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Send a welcome email to first time customers with a free shipping coupon for future purchases
Use case Trigger a welcome email when someone makes their first purchase with a free shipping coupon to be used on a future purchase. Prerequisites Create a coupon – before we can construct the workflow, you will need to create a discount to offer your customers. You can create personalized coupons for each of your […]