LearnHow to Create an Automation

Automations are SMS messages that are sent based on Shopify events. For example, send an abandoned cart message after a customer doesn't complete their checkout.

Name Your Automation

You'll start by naming your Automation. This name will be used to report analytics on the campaign.

Select an Event Trigger

Next, you will select an event trigger that will be used to start the automation.

Set the Delay

You can send your automation to send immediately, or you set a delay for a message to be sent after a specified amount of time.

If you want to set a delay for your automation, check the 'Enable Delay' checkbox. If you want to send the message immediately, leave the checkbox unchecked.

Write Your Message

Now it's time to write the message for your automation. You can upload an image, add shortcodes, include discount codes, and insert emojis.

Upload an Image

Select an image to upload and add to your text message by clicking the 'Upload an Image' button and selecting an image to upload. The image must be less than 2mb. To remove an image, simply click the 'Remove Image' button.

Adding images requires the message to be converted to a multimedia message and costs 3 credits per message.

Add Shortcodes

Shortcodes are placeholders for dynamic content that will be populated with data when each text message is sent. If the data doesn't exist, it will be left blank.

To add a Shortcode, simply click one of the shortcode labels and it will add it to your message.

Add Emojis

Add emojis to your message by simply clicking the emoji icon at the bottom right of the message input textarea.

Keep in mind emojis require a different kind of encoding than normal messages, and change the character limit to 70 characters per message from 160.

Add a Discount

To learn how to add a discount to your messages, check out this article

Save Automation

Next you will click 'Save' to save your automation, then you can activate it from the Automations home page by clicking the switch under the 'Status' heading.