Categories
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Use Cases
Documents
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Send new customers a welcome email
Use case Trigger a welcome email when someone makes their first purchase on your store – give them a personalised welcome from the business owner. Workflow setup Create a new workflow. Select the Order Completed trigger. Select the Order Is Customers First = Yes rule Click Add Action and select Send Email and include the […]
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Send new customers a welcome email and include a coupon
Use case Trigger a welcome email when someone makes their first purchase to welcome them as a customer and offer then a coupon as an an incentive to make a future purchase. Prerequisites A coupon – before we can construct the workflow, you will need to create a discount to offer your customers. You can […]
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Send order replenishment follow up emails
AutomateWoo can be used to created multiple different WooCommerce order replenishment follow up emails for your store. You can create replenishment follow up emails with different schedules and for specific products or product categories by using workflows. The video below is a walk through on how to set this up.
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Sending SMS from a workflow
Once you have completed setting up the Twilio integration you can begin sending automated SMS messages from WooCommerce via AutomateWoo workflows. Using the Send SMS action To send an SMS from a workflow, use the action named Send SMS (Twilio). This action can be used with any workflow trigger. Generally, you should use set the SMS recipient […]
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Setting up the Twilio integration
Getting started with the AutomateWoo Twilio integration can be challenging because the service is intended for use by developers. This guide will show you how to start sending SMS from AutomateWoo. Creating your Twilio account Step 1: Sign up to Twilio via www.twilio.com Step 2: When you first sign in to your account, you may be asked […]
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Store Credit
For every order that is referred by an advocate, a referral record is created and will be visible in the admin area in the Referrals view. ​If you are rewarding your advocates with store credit, the amount of credit earned for the referral is also shown here and this information is also visible to the […]
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Subscription – Add / Remove Coupon Actions
AutomateWoo provides two actions for editing the coupons on a subscription created with WooCommerce Subscriptions. One action to add coupons, and one to remove them. Add Coupon Action The Add Coupon action can be used to automatically discount future payments for a subscription by applying an existing recurring discount coupon. To add a coupon to a subscription: The […]
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Subscription – Add / Remove Product Actions
AutomateWoo provides two actions for editing the product line items set on a subscription created with WooCommerce Subscriptions. One action to add products, and one to remove them. Add Product Action The Add Product action can be used to automatically add a product line item to a subscription. The product and its quantity, name and price can […]
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Subscription workflows
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Template files
Template files contain the markup for the frontend views and HTML emails in Refer A Friend. All of these templates can be customized by overriding one or more files in your theme. Customizing a template is sometimes required if you want to change the text shown on the frontend. Template files can be found within the […]