Automations Tutorial
Overview
This tutorial will help you set up automated workflows using the Condition → Trigger → Action system. Automations can simplify tasks like handling orders, notifications, or inventory updates.
Set the Condition
The Condition defines the starting point or criteria for your automation. For example:
- All Orders: Apply the automation to all incoming orders.
- Orders with tags: Target orders that could have specific tags.
- Specific Order Items: Focus on certain order items.
How to Set a Condition
1. Choose a Condition Type: From the dropdown menu, select the criteria that best matches your needs. 2. Refine Your Condition: Add filters (e.g., date ranges, warehouses, or product SKUs) for more precision.
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Define the Trigger
The Trigger specifies when the automation will start. It’s the event that activates your automation.
Trigger Options
• Now: Executes the action immediately when the condition is met. • Order is created: Triggers when an order is created. • Order Status Change: Triggers when an order moves to a new status (e.g., from pending to shipped).
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Configure the Action
The Action is what the automation will perform once triggered. For example:
- Edit Order: Modify the shipment details or add notes.
- Send Notification: Alert the customer or team.
How to Configure an Action
1. Select an Action Type: Choose from the available actions (e.g., Edit Order, Send Notification). 2. Specify Action Details: Add custom values or parameters (e.g., recipient emails, fields to edit).
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Preview and Save
- Use the Preview button to simulate the automation and verify the outcome.
- Once satisfied, click Save to activate your automation.
Sample Automation
Goal: Notify administrator when an order is packed.
- Condition: All orders.
- Trigger: Status changes to packed.
- Action: Send email to the administrator with the details.
Additional Tips
• Use specific triggers for better results (e.g., time-sensitive updates). • Test your automation before saving.