Setting Up AutomateWoo

AutomateWoo is a plugin for WooCommerce. It allows shop owners to email customers automatically. For example, it can be set up to email customers who buy specific products and ask for a review, suggest other products they might like, or send them a discount code.

I set up AutomateWoo a day or two ago and see that I can set triggers, rules, and actions. Rules are not an essential part of the workflow, and one can simply set up triggers and actions.

And example will explain this.

I can set up AutomateWoo workflow to trigger on ‘order complete’, and set a rule that the trigger will only trigger if the order is the customer’s first purchase, and I can set an action – an email that will be sent on Tuesday at 11AM with delay 14 days.

In that case the email will go on the first Tuesday after 14 days from the purchase completion by a customer who has purchased their first product.

One thing to note is that AutomateWoo workflows run only for those orders that are placed after the workflow is created, not for past orders.

The workflow will run, that is it will be triggered, as soon as a new order is placed. But the action will not run until it reaches the scheduled time, if one is set. Until then the action will stay in the queue. The default if a delay is not set, is for the action to be done immediately. Plainly, one doesn’t want to be asking for a review two seconds after notifying a customer that the product is on its way to them.

AutomateWoo distinguishes between guests and those who created an account. Only when ‘is transactional’ is enabled in the workflow, will AutomateWoo send emails to guests as well as to those who created an account.

If one is going to send a discount to customers who fit a profile such as ‘has completed first purchase’, then it is appropriate to enable ‘is transactional’ in the workflow because everyone who purchases deserves the offer of a discount.

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