Connect with new and existing ecommerce customers using the Automation Path Builder

Send follow-up communications to customers from your Shopify, Wix, or WooCommerce store to welcome them, thank them for a purchase, request a review, or encourage them to purchase again with a discount code

Review your plan: Not able to access this feature? Upgrading your email plan and adding SMS marketing gives you full access to the Automation Path Builder. For more information, please see the Plans & Pricing page in your account.

If you're using Shopify, Squarespace, Wix, or WooCommerce, Automation Paths help you connect with new and past customers with templates designed for ecommerce. Stick to the template to keep your communication simple or build out your path with time delays, conditional splits, and SMS messages to make it more complex.

• Create an Automation Path for ecommerce
• (Optional) Build out your ecommerce path
• Create your email or SMS message content
• Activate your ecommerce path

Did you know? We have several Automation Path Builder templates designed just for abandoned cart reminders that include email and SMS messages.

Create an Automation Path for ecommerce

Follow these steps to create an automation path using a pre-built template and select one of these templates:

• Request a review - Select this option to send an email to ask Shopify, Squarespace, Wix, or WooCommere customers whose orders have been fulfilled for a product or service review.
• Thank-you series - Select this option to send an email communication to thank your Shopify, Squarespace, Wix, or WooCommerce customers for placing an order with you.
• Welcome series - Select this option to send an email communication to new customers that are imported from your Shopify, Squarespace, Wix, or WooCommerce store.
  • Note: Contacts acquired through accounts, through Integrations, will not receive welcome emails from the Welcome Email automation. Use the A contact joins a list automaton instead.
• Win-back series - Select this option to send an email communication to Shopify, Squarespace, Wix, or WooCommerce customers who have previously purchased but haven't purchased in a while and entice them to purchase again.

Once your automation path is created and saved, you can find it again by selecting Marketing > Automations.

 (Optional) Build out your ecommerce path

Review your plan: The number of steps in your path and the time delay options depend on your plan. Upgrading your email plan and adding SMS marketing gives you full access to all the features in an automation path. For more information, please see the Plans & Pricing page in your account.

The ecommerce templates provide you with a basic path that just needs the email message content, but you also have the flexibility to make your path more complex with additional email messages. You can also add SMS messages to any path too!

Use the Path builder to:

• Add an email step to your path.
• Add an SMS message step to your path.
• Add time delays between steps.
• Add conditional splits to branch your path.
• Add update contact field steps to your path.
• Add tag steps to your path.
• Add date of first purchase steps to your path.
  
  
   

Create your email or SMS message content

Your message content is fully customizable! It can be a simple message, or get more creative by sharing coupons, exclusive content, or a special webpage to entice your customers into taking an action. Emails provide enough space for the most content flexibility, and SMS messages have a higher likelihood to be read and engaged with.

1. Click the three dots on the Send an email or Send an SMS step in your path, and select "Edit."
   
   
    
2. Use the email or SMS message editor to customize your birthday message content:

• Email - First select a template, then use the email editor to customize your content. If you need help getting started, try using the AI Content Generator while you're editing your text. You also have the option to copy an existing email draft or sent email. Your message can include multiple images, links, and larger blocks of text. Learn more.
  Design tip: Offering a discount can give your customers the reason they need to hit that "checkout" button! The Discount code layout lets you select a discount code that exists in your Squarespace, Shopify, Wix, or WooCommerce account—just add the layout into your email and then select the discount code from the Settings button in the path builder.
  
  
   
• SMS - Enter the content of your text message or use the AI Content Generator to help get you started. Your message can include a single URL, but doesn't allow for images. Longer messages are broken into individual text messages that impact your billing. Learn more.
  
  
   

3. Click Save and Close in the upper right-hand corner of the editor to return to the Path builder.
    

Repeat the steps for each email or SMS message in your path. You can add more email or SMS messages by dragging one from the Send actions section of the path builder.

Activate your ecommerce path

When you're ready, all that's left to do is activate your ecommerce path:

1. Click the Activate button in the upper right-hand corner of the screen.
   
   
    

Once your path is activated, you’re brought to the details page where you can review your performance and reporting information.

Questions?