Categories

• Use Cases

  • Add high-spending customers to a VIP MailPoet list
  • Adding customers who purchase a certain product to a MailPoet list
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• Developer Docs

  • Add an attachment to workflow emails
  • Add custom CSS to HTML emails
  • Add custom guest email selectors
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• Refer A Friend

  • Allow referral coupons with other offers
  • Calculate store credit from the order subtotal
  • Change referral coupon length
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Documents

• 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 […]

• 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 […]

• 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 […]

• Send new customers a welcome email

  Use an AutomateWoo workflow to welcome customers after their first completed order. You can personalize the message with customer and store variables, recommend related products, or simply thank them for choosing your store. Create the welcome workflow The preset uses the Order Completed trigger and the Order – Is Customer’s First rule set to Yes. […]

• Send new customers a welcome email and include a coupon

  AutomateWoo includes a preset that welcomes a customer after their first completed order. The preset waits one hour, then sends a non-transactional email with a personalized coupon and optional related-product recommendations. Before you begin Create the workflow from the preset The preset creates the following configuration: Trigger: Order Completed, with the order status rechecked before […]

• Send order replenishment follow up emails

  Use an AutomateWoo workflow to remind customers when a consumable or regularly replaced product may be running low. You can give each product or category its own replenishment schedule, then send a personalized email after a matching order is completed. Plan the reminder Choose the product or product category and estimate how long it normally […]

• 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 […]

• 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 […]

• 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 […]

• 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 […]