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Unlocking the Power of the Email Automations Feature

This feature is only available to customers with the Advanced Plan or higher.

Automations empower you to automate email workflows based on triggers, enhancing customer engagement. Personalize your messages, boost sales, and retain customers.

High Level View

Email Validation

To ensure your emails are trusted by servers and reach customers’ inboxes reliably, you must use your custom domain instead of generic addresses like

In case you don’t have a custom domain, you can create it through your admin panel, in General > Business Email.

How to Set It Up:

  1. Go to your Admin Panel.
  2. Navigate to Settings > General > Emails > FROM Email Address.
  3. If you face issues, contact our support and indicate which existing email address you want for your emails.
From Email Address

Creating an Automation

List of Automations
  1. Access the Admin Panel and click on “Automations.”
  2. Click “Create Automation.”
  3. Choose a template or create one from scratch.

Triggers and Steps

Triggers serve as the foundation, either rooted in specific orders, dates, or customer events. All subsequent choices of emails or question criteria need to be aligned with the chosen trigger.

Order Based Triggers

These events will trigger a step in the workflow after they happen.

  • New Order - When a new order is created using a manual payment.
  • Abandoned Cart - When a customer abandons a cart, this means when the Pending Status turns into Abandoned.
  • Paid Order - When an order status changes to Paid.
  • Shipped Order - When a shipment is created.
  • Order ready to be Picked up - When an order created for store pickup is ready to be picked up.
  • Order canceled - When an order is canceled.

Date Based Triggers

All customers will be the target of a calendar event, this is specially useful to send seasonal campaigns such as for Christmas or Cyber Mondays.

  • Calendar Event - It triggers when a specific date and time are met.

Customer Based Triggers

  • Customer Account Pending - When a customer creates an account and it is pending in a store who has required registration and approval for purchase.
  • Customer Account Enabled - When a customer account is enabled.
  • New Contact - When a customer contacts the store using the contact form.


  • Use the Email Step to send emails.
  • Use the Delay Step to add waiting periods.
  • Question Step: Divide the automation flow based on specific conditions.

Email Editor

  • Modify email templates in the Email Step.
  • Choose to overwrite or save as a new template.
  • Be cautious when removing emails used in other automations.

Constraints When Building an Automation

  • Ensure steps align with the chosen trigger (e.g., order-based, date-based, or customer-based triggers).

Monitoring Automations

  • Enable/disable, edit, duplicate, or remove automations.
  • Track automation reach and engagement for data-driven decisions.

Executing an Automation

  • Ensure automations are enabled for execution.
  • The Reach metric counts distinct customer engagements in each execution.

For any questions you may have, you can contact us.

For up-to-date information on the status of our system and all its services, please visit You can also subscribe to receive notifications about any updates or maintenance work on the site.

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