Foundation · 2 min
What you need to know
What is ecommerce marketing automation?
Ecommerce marketing automation uses customer events and rules to send or change marketing without manually handling every customer.
Which ecommerce marketing flows should be automated?
Automate flows that repeat often, use dependable events and deliver clear customer value, such as welcome, cart recovery, post-purchase care, or replenishment. Leave rare or sensitive situations with a person until the rules are reliable.
What is an automation trigger?
An automation trigger is the event that starts evaluation, such as signup, product view, cart creation, purchase, or a period of inactivity.
What is an automation condition?
An automation condition is a rule that decides whether the customer qualifies, such as consent, product, location, order status or recent messaging.
What is an automation action?
An automation action is what the system does after rules pass, such as send, wait, add a tag, update a field or create a task.
How should customers exit an automation?
Customers should exit when they complete the goal, lose eligibility, withdraw permission, or reach the sequence limit. Every flow needs these exit events before messages are activated.
How do I prevent customers receiving conflicting automations?
Keep a shared customer-level message history and give higher-priority service or lifecycle messages precedence over promotions. Test situations such as a browse event followed by a purchase, so the earlier flow is suppressed.
How do I prevent customers receiving too many automated messages?
Set contact limits across all automated and scheduled campaigns, not one limit per flow. Count recent email and SMS messages, then suppress or delay lower-priority sends when the limit is reached.
A quick store check
Draw one automation from entry through exit. Test purchase, unsubscribe, return and overlapping-flow scenarios.
Foundation · 2 min
Frequently asked questions
Should an automation continue when its data is delayed?
Pause or add a safe waiting rule when delay could produce a wrong message, such as a cart reminder sent after purchase.
Who should own automation monitoring?
Assign a named owner to review failures, eligibility, exits, complaints, and business results on a regular schedule.