Build your own automation
- Click "New automation"Everything is on one screen, top to bottom: trigger, conditions, steps, exit rules and re-entry.
- Pick a triggerChoose an event trigger or a time-based trigger.
- Add conditions (optional)Pick a field, an operator and a value. Combine conditions with AND or OR, with one level of grouping.
- Add stepsA step is a wait plus an email. The email starts from the trigger's library template with your brand applied.
- Turn it onUse the Test button first to run the automation on a real cart or customer and see pass or fail for each condition.
Conditions
- Fields: order total, products or collections, discount used, tags, total spent, order count, country or city, marketing consent.
- Operators: equals, not equals, greater than, less than, contains, in list, empty.
- Each step can have its own skip condition.
- A cancel check stops emails that no longer apply, for example an abandoned cart email is cancelled when an order is placed.
- Conditions can optionally be checked again at send time.
Exit rules and re-entry
- Exit rules: ordered, unsubscribed, bounced, or a custom condition.
- Re-entry: once only, every time (but never while the customer is already in it), or once every N days.
Frequency cap and quiet hours
Set a frequency cap per customer and quiet hours in Settings. Marketing emails respect both and are held until the next allowed time. Transactional emails bypass both.
Editing a live sequence
- Before you save, a warning shows how many customers are inside the sequence.
- A changed step affects customers who have not reached it yet.
- A deleted step is skipped. An added step affects customers who are not past it.
- Emails already queued use the new template but keep their original schedule.
- You can pause a sequence at any time.