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Getting started with Automations
Getting started with Automations

Understand trigger settings and customization options in Automations.

Updated over a week ago

Automations are individual emails, or a series of emails, sent to an individual subscriber based on specific trigger actions (ex: date, event, subscriber activity). Automations enable you to automatically send emails to individual customers when they perform specific actions or events.

Seguno's ready-to-activate automations have built-in best practices and require no custom scripting or theme updates.

Types of Automations

Automations watch for subscribers to take specific actions, meaning each subscriber determines which automated emails they receive. Sending timely and targeted content makes automated emails highly effective.

There are five activity categories for your Automations:

  • Subscriber activity - automation triggers are based on a new subscriber signing up or a subscriber having an expiration date for a Seguno-issued discount code approaching.

  • Commerce activity - automations triggers based on order data and order status changes. These marketing emails are based on customer purchases and the typical points of a customer lifecycle.

  • Product purchased - triggers when a subscribed customer purchased a specified product or collection and that order has been fulfilled. This automation can be used for care tips, generic reorder reminders, and more.

  • Customer tagged - as the name implies, these automations are triggered when a specific Customer Tag is applied to a subscriber. These automations can be incredibly powerful and flexible when used with an effective customer tagging strategy.

  • Blog post announcement - scans recent blog posts to see if they have not been shared with your subscribers and creates an announcement newsletter sent using a Seguno template.

Note: Commerce Activity, Customer Tagged, and Product Purchased automations are not a substitute for Shopify Transactional Notifications for order status. Seguno will only send emails to customers who have subscribed. Seguno emails are intended exclusively for marketing emails.

Components of an Automation

Start card

The Start card will outline the qualifying action or event for the subscribers to start the Automation or Series. Click Edit to view sending options. The sending options are specific to each automation.

start card

Email list

Automations can consist of a single email or a series of emails. Each email card includes the following:

  1. Delay: the timing for each email send after the previous step is complete

  2. Email preview: click the preview image to be taken to the editor

  3. Reporting metrics: the reporting metrics within an email card are specific to that email within the series

  4. Discount icon: if you have a discount active within the automation, a discount icon will appear; click on the discount icon to quickly view the discount information

  5. Activation button: toggle individual emails on or off within the automation

  6. Actions drop-down: update content, assign a discount, preview the email, view the recipients' engagement, or delete the email

  7. Drag handles: click and hold the drag handles to adjust the order of emails in the series

  8. Subscriber count: view the number of subscribers in each stage of the automation

email card

Note: If there is only one email in an automation, you won't be able to delete it. To stop the automation, use the toggle switch in the automation summary card.

End card

The End card will outline the qualifying action or event that will end the Automation for a subscriber. Depending on the type of automation, additional options for end criteria may be available. If available, click Edit to view other end criteria options.

exclusion card

Exclusion card

Subscribers start a series when they perform the trigger action for that automation. Suppose you want to prevent an otherwise eligible subscriber from starting or progressing in a series. In that case, you may apply a tag to their customer record and assign that tag as an exclusion for the automation.

Activate an Automation

To activate an Automation, use the toggle switch on the Automation summary card. Once activated, new qualifying events will trigger the automation for subscribers. To disable active automations, use the toggle to completely stop all sending from that automation.

automation toggle

Note: Automations are not retroactive and will not send to subscribers who would have previously met the trigger criteria.

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