Creating Automations

Automations let you sit back and relax while you drive new revenue. Automations are multi-stage communication that are triggered by a certain event – they're a great way to increase customer engagement and add a light-hearted feel to your store’s communication.

For this example, we’ll create an automation that lets your customer know that their first order has shipped.

  • Click the “Automations” tab on the left navigation
  • Then click the “Create Automation” button on the top right
create new automation postscript
  • Set a name for your automation
name automation text message flow
  • Change the automation trigger to “Order Fulfilled.” This means that the automation will begin when a user’s order has shipped.
automation trigger flow sms postscript text message ecommerce
  • We want to only send this automation when a user’s first order is fulfilled, so we will enable a “User Filter”
user filter segment text message postscript
  • Choose the value “Number of Orders” as the property of the filter
order user filter automation flow postscript
  • Set the value equal to "1" to filter users with only one order
1 order user postscript automation flow filter
  • Make sure the “Cancellation Trigger” is not set for this particular automation. The cancellation trigger ends automations when a customer takes a specific action, such as placing another order.  
cancellation trigger sms text message shopify postscript
  • Click the “Save & Continue to Messages” button to edit the automation messages
save automation trigger postscript shopify
  • First, we will change the automation to send 5 minutes after it is triggered (when the order is fulfilled)
automation trigger delay text message shopify
  • Insert the {first_name} tag by clicking the “Insert Tag” button above the text box.
add tags to message automation
  • Add emojis by clicking the emoji face at the bottom right of the text box.
add emojis flow automation text
  • Be sure to add “Reply STOP to unsubscribe” to your message using the checkbox. This lets customers know that they can opt-out of text marketing at any time.
add reply stop unsubscribe sms automation shopify
  • When you are done editing the text for your automation, double check it using the text preview on the right of the screen.
preview text message shopify postscript automation flow
  • Send yourself a test by clicking the “Send Me A Test” button at the bottom of the page. Make sure everything is working correctly!
send test text message sms shopify postscript flow
  • Edit the tag information in the test that you send to yourself and input your number to receive the test.
automation test details
  • Once you have a send a test to yourself, be sure to save the automation.
message save automation flow postscript
  • Once you have saved your automation, click the “Enabled” toggle to start sending to your customers
enable shipping automation postscript sms text message shopify

And that's it! Have any questions? Email us anytime at support@postscript.io