Getting Started

AutomateWoo is a marketing automation plugin which integrates directly with your WooCommerce store. Using automated marketing campaigns and a unique set of tools, AutomateWoo streamlines the managing of your store while saving you time and effort! With so many online stores to choose from, it can be difficult to distinguish yourself from the crowd and maintain customer loyalty. AutomateWoo is here to help!

Workflows

The key component of AutomateWoo is a Workflow. This is the format in which your automated tasks and marketing campaigns are designed. A workflow is made up of different combinations of Triggers, Actions and Rules. Once activated, AutomateWoo will do all the hard work for you in the background.

Triggers

When you first create a workflow, you can choose a trigger to determine the circumstance in which the workflow will run. This could be anything from an abandoned cart to when an order has been placed in your store. After you select a trigger, the compatible rules, actions and variables will be displayed, so you can continue creating your marketing campaign with ease.

Actions

Once a trigger has been selected, you can use an action to determine the response which happens afterwards. For example, you could pair the trigger Abandon Cart with the action Send Email. When a cart has been abandoned in your store, the response will be an email that is sent to increase your chances of recapturing that customer.

Rules

You can make a workflow more specific by using Rules. These restrict workflows so that they only trigger in specific situations. This gives you a high degree of flexibility so you can make targeted marketing campaigns without the need for a developer.

Variables

AutomateWoo also provides you with over 80 variables to choose from. These can appear daunting at first, but are key tools to creating your own personalized marketing campaigns. Variables act as cheat codes – letting you add dynamic content at the click of a button.

Timing

Using AutomateWoo, you can schedule workflows to run at any time you want. Whether immediately, after a set time. or even at a particular hour or day of the week. This allows you to target your customers when they are most receptive to your marketing content!

 

Here’s a quick example of a workflow you might use….

How to Create a Simple Follow-up Email

1. Choose a Trigger

Imagine a customer cancelled their order, and you want to reel them back in. Choose the trigger Order Cancelled.

2. Choose an Action

To send a follow-up email, choose the action Send Email. Now add an email address, title and your email content. In addition, you can personalize the content of your follow-up email by using a variable such as user.firstname.

3.  Choose your Timing

You can set your workflow to run at virtually any time using the timing options we’ve described above. For this example, you could set the delay to one hour after the order has been cancelled.

4. Add a Rule (Optional)

If you’re feeling confident, you can begin to experiment with rules. For example, by choosing the option Order is Customer’s First, you can tailor your workflow so it only targets first time customers.

Well Done! You’ve just taken your first steps toward growing your WooCommerce Store!