Product Triggers

Product trigger workflows are useful in situations when online retailers need to automatically follow up after the sale when certain products are bought. With product trigger workflows, store owners c

Why you should use it

Automate any scenario where product-specific details need to be sent to your customers – digital downloads, instructions, or reminders.

How to get started

  1. Login to your account

  2. Click the Add New in the bottom left corner

  3. Select Add Message

  4. Select Automatic

  5. Select Marketing

  6. Choose Product Trigger

  7. In step one, toggle desired settings

  8. In step two, add the name, email and subject customers will see when the message arrives

  9. Select a starter template to use, or add content using the email editor

  10. In step three, confirm settings and activate

Dashboard overview

The overview dashboard will show all-time historical stats for the workflow, no matter if rules have been deleted.

  • Messages pending – count for pending e-mails that are scheduled to be sent

  • Messages sent – count for sent messages

  • Opens – number of times messages have been opened

  • Clicks – number of times messages have been clicked

  • Conversions – number of conversions resulting from this type of workflow

  • Revenue – total sales attributed to this type of workflow

  • Activity chart – weekly view of sent messages

Rules

  • Workflow name – the “friendly name” for your workflow, customers will not see this

  • Sending filter – send to all customers or only those who have opted in or registered in your store

  • Order status – select the order status when the rule will fire

  • Products – Identify any or all SKU’s that will trigger a rule

  • Send after – time delay before a message is sent

Logs

The logs area of this workflow will display log events between specific date ranges.

  • Pending – shows messages that validated based on rule criteria and are scheduled to be sent.

  • Sent – shows information about messages that have been sent as a result of meeting rule criteria.

  • Conversions – displays relevant conversions as a result of a workflow message triggering.

  • Blocked - listing of email addresses that did not qualify for defined rule criteria.

More information

Compatibility

  • All shopping carts are supported by this messaging workflow.