Workflows run marketing for you automatically. Set them up in Marketing › Workflows. Once a workflow is active it runs on its own, with no manual work needed.
What you can automate
Abandoned cart recovery. Email customers who started checkout but did not finish.
Post-purchase follow-ups. Thank a buyer, share care tips, or suggest related products after an order.
Review requests. Ask for a review a few days after delivery.
Win-back. Re-engage customers who have not bought in a while.
Milestones. Send an offer on a birthday or anniversary.
How a workflow is built
Every workflow combines four parts:
Trigger. The event that starts it, such as an order being placed or a cart being abandoned.
Rules. Conditions that decide who qualifies, such as order total, product category, or customer type.
Actions. What happens when someone qualifies, such as sending an email or applying a coupon.
Timing. When the action runs, immediately or after a delay.
Create a workflow
Go to Marketing › Workflows. Click Add New Workflow, or open Browse presets to start from a ready-made one.
Choose a trigger.
Add any rules to narrow who it applies to.
Add one or more actions, and set the timing for each.
Activate the workflow.
Use personalization variables to pull the customer name, order details, and more into your messages.
Tip
Start with one abandoned-cart workflow and one post-purchase follow-up. They recover the most revenue for the least effort.
Need more help?
For anything that does not match the steps above, message us in the chat from your admin or open a ticket from Help › Support.