Stores: Managing a Workflow through Automation

In Automation, you can create new workflows and view and manage your existing workflows.

A workflow for a store could be used in many ways - to thank a customer once they have placed an order, to notify them once their order has been shipped, etc.

To manage the workflows of a store, you will need to have navigated to the store. Refer to Stores if you are having trouble reaching this point.

1. Click Automation

2. Click to create a new workflow

   • Select to trigger the workflow when the contact has placed an order or when the contact’s order has been shipped

   • Enter a workflow title

   • Check the box if contacts can only be enrolled in the workflow once

   • Click Save

3. Click a workflow to view the details, associated emails, and performance of the workflow, as well as interact with the workflow (refer to the hyperlink for available interactions)