Unlocking the Power of the Email Automations Feature

Automations empower you to automate email workflows based on triggers, enhancing customer engagement. Personalize your messages, boost sales, and retain customers by utilizing our Customer Filtering feature to precisely target your audience. This integration ensures your automated emails are as relevant and effective as possible.

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Email Validation

To enhance the trustworthiness of your emails and ensure they consistently reach your customers’ inboxes, we strongly recommend using your custom domain instead of generic addresses such as no-reply@jumpseller.com.

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

For the automations, all emails are currently dispatched from automations@jumpseller.com. However, should you wish to make a change to have these emails sent from your own identifiable email address, please reach out to our support team for assistance. Upon contacting us, you will be provided with the necessary steps to follow, and within a few hours, you will be able to send your emails from your distinctive email address.

Ensuring the use of a custom domain not only reinforces the credibility of your communications but also contributes to a more personalized and trustworthy interaction with your customers.

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Creating an Automation

1. Access the Admin Panel and click on “Automations.”
2. Click “Create Automation” and consider enhancing your targeting with our Customer Filters for even more personalized outreach.
3. Choose a template or create one from scratch.

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Triggers

Triggers serve as the foundation, either rooted in specific orders, dates, products 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.
• Fulfillment Delivered - When a fulfillment status is updated to Delivered, indicating the order has been successfully delivered to the customer.
• Order in Preparation - When an order is marked as In Preparation, typically indicating that processing or packaging has begun.
• Invoice Uploaded - When an invoice document is uploaded and attached to an order.

Date Based Triggers

All customers, accepting marketing communications, 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.

Product Based Triggers

• Product New - When a new product is added to the catalog.
• Product Back in Stock - When a previously out-of-stock product is restocked and available for sale again.
• Wishlisted Product in Promotion - When a wishlisted product is included in a promotional offer or discount.

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.
• Positive Review - When a customer submits a 4- or 5-star review for a product, indicating a positive transaction or experience.
• Customer First Purchase Anniversary - When the anniversary of a customer’s first purchase occurs (e.g., 1, 2, or 3 years since the initial order), ideal for celebrating long-term customer relationships.
• Customer Last Order - When a set number of days have passed since a customer’s most recent order, commonly used for re-engagement or win-back campaigns.

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Steps

To add a new step, you can click on the “+” button as shown in the image above. You can add mulitple steps within the same automation.

Step Types

• Use the Email Action Step to send emails.
• Use the Delay Action Step to add waiting periods.
• Condition Step: Divide the automation flow based on specific conditions.
• Customer Filter Step to target pre-defined customer segments using Categories and Views.
• Product Filter Step to target specific product based on predefined categories.

Concerning Condition steps, there are six possible types of questions.

When the trigger is associated with an order, we can segment the automation flow based on the order amount and whether it is entirely composed of digital products.

For customer and calendar triggers, there is the possibility of segmenting the flow based on the customer’s creation date, the total number of paid orders, and the overall amount spent by the customer.

For product-based triggers, an additional segmentation criterion is available: Wishlist Product. This allows you to define distinct automation flows depending on whether the product is part of the customer’s wishlist or not.

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Customer Filter

The Customer Filter Step allows you to refine your audience by category or a specific pre-created View. By selecting either of these options, the automation will target customers who meet the specified criteria. You can seamlessly integrate this step anywhere within your automation sequence.

It’s crucial to note that if you remove the selected category or View, the automation becomes invalid and is automatically disabled until the issue is resolved.

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Product Filter

The Product Filter Step allows you to refine your automation by targeting products within specific categories. Once set, the automation will proceed only for products that match the selected categories. This step can be added at any point in your workflow to ensure more focused and relevant actions.

It’s crucial to note that if you remove the selected category, the automation becomes invalid and is automatically disabled until the issue is resolved.

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Email

When you arrive at the Email step, you have to click “Select Email” and it will open an “Email Templates Gallery”:

• You can select a Jumpseller Email template that uses your store elements to build the template which you can further edit to your liking.
• If you wish to create a new template or use a previous one you had created you can click on “Your templates”.
• The emails you create can be used in multiple Automation campaigns.
• Be cautious when removing emails used in other automations, they will be marked as invalid and will be disabled.

For further documentation, please visit our section dedicated to Email Editor.

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Constraints When Building an Automation

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

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Who Will Receive my Emails?

All automations are triggered by specific events, and with the exception of the calendar trigger, each trigger can only be activated by one customer. Consequently, an automation in a particular instance is directed towards a single customer.

For calendar triggers, the automation reaches out to all store customers. However, if Customer Filter steps are in place, only segmented customers receive the emails.

Please be reminded that only customers who have consented to receive marketing communications are eligible to receive these emails.

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Monitoring Automations

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

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Executing an Automation

• Ensure automations are enabled for execution.
• Ensure all your emails are valid. A warning will appear if not, the automation will be disabled and it will not be possible to enabled it back until you fix the associated email.
• The Reach metric counts all the emails sent during the automation’s execution. (E.g. If you have 2 emails in a single automation, and you send it to 200 customers, reach will be 400.)
• Automations will now send emails up to the available daily quota. For example: If an automation triggers 1,000 customers and your account has 500 email sends available, the system will send emails to 500 of those customers, making use of the remaining quota. This replaces the previous behavior where no emails were sent if the available quota was insufficient for all targeted recipients.

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Email Limits

Currently, there are two types of limits associated with emails sent through our automation system (please note that these limits may change over time).

1) For stores sending emails through personalized addresses, there is a daily limit of 5000 emails.

2) For all other stores, the daily limit is 500 emails.

Additionally, we will notify you via email when you approach your limit. If you wish to send emails to a number of customers that exceeds your remaining limit, please contact us, and we will provide assistance.

We appreciate your understanding and cooperation in managing these email sending limits. Should you have any questions or require further clarification, feel free to reach out to our support team.

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Pricing

As of now, our automation feature has transitioned out of beta, and we have implemented a pricing structure for the emails sent through this service. This allows us to sustainably manage the usage of our resources while continuing to provide a seamless experience for our users.

Each block of 1000 emails is priced at $1USD + VAT. These charges are automatically processed using the payment method linked to your subscription. In cases where payment cannot be processed or if there is no existing payment method, the charges will be added to your store credit.

We appreciate your continued support and understanding as we strive to deliver a reliable and efficient service. If you have any questions or feedback regarding our pricing structure or any other aspect of our service, please don’t hesitate to reach out.

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