Categories
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Use Cases
Documents
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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 […]
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Testing tips for Refer A Friend
In case you need to run some tests on your Refer A Friend setup, here are some helpful tips to get the most out of your testing. Deactivate fraud detection Refer A Friend uses IP addresses to monitor for fraud. To test Refer A Friend on your site, add this to your site’s functions.php file (This will also work […]
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Timing Options
When using AutomateWoo, you can set your workflow to run at virtually any time! This allows you to target your customers when they are most receptive to your marketing content. The Timing box is located on the right hand side of your workflow page and has four easy-to-use options to choose from. Immediately The first […]
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Translations
AutomateWoo is developed in US English but is fully translation ready. The translations that are included in the plugin are listed below. You can contribute to translations in our translations repository on Github but this requires an understanding of using .POT and .PO language files. If your store is in a different language you can […]
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Triggers
When creating a workflow, choosing a trigger is one of the first decisions you make. Your workflow will hinge upon which trigger you decide to use, whether it is an abandoned cart or a completed order in your WooCommerce store. Each trigger describes a circumstance which may occur and lets you automate specific responses.
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Triggers List
Orders Order Status Changes Order Status Changes – Each Line Item Order Created Order Created – Each Line Item Order Paid Order Paid – Each Line Item Order Processing Order Completed Order Cancelled Order On Hold Order Refunded Order Pending Payment Order Note Added Order Note Added – Each Line Item Order Includes Product from […]
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Troubleshooting a workflow
If you’ve created a workflow and it doesn’t seem to be working, this doc aims to help you find the problem! Check the workflow logs The first step is to go to the AutomateWoo > Logs page in the WordPress admin area. It’s handy to use the workflow search filter to only find logs for […]
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Twilio SMS
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Understanding the workflow life cycle
This doc summarizes how workflows work at a technical level by outlining the key stages in the life cycle of a workflow. Understanding this is not required in order to use AutomateWoo but may be helpful while debugging and developing custom features. Life cycle of event based workflow Event based workflows are the most common […]