1. Access Your Existing Automation
Go to the Automations tab in OneShop.
Click into the automation you want to customize.
Use the Publish/Unpublish toggle at the top to control whether it’s active.
2. Update Basic Automation Info
Title – Rename to make the automation easier to identify.
Sender Name – This is what email recipients will see (e.g., your store name).
Sender Email Address – Adjust if needed, though it’s usually pre-set during setup.
3. Understand Triggers and Conditions
Trigger – Defines what starts the automation (e.g., First Sale).
Conditions – Further refine who qualifies by adding filters such as:
Assigned staff
Sold by associate
Last sale amount or date
Store location
Specific product SKU
Loyalty status or rewards
Click Add Conditions to set and Edit Conditions to adjust later.
4. Build Message Sequences
Message Delay – Time between trigger and when the message sends (e.g., 1 day after first sale).
Message Type – Choose from:
Text or Email – Prioritize text if opted in, else email.
Email Only
Text Only
Customize the Message:
Write your SMS.
Click Edit Email to enter the email designer and tailor your HTML email.
Add images or product links as needed.
5. Add and Manage Bonuses
Use Add Bonus to attach a promotion to a message.
Choose from Cash Back, Coupon (for POS-integrated systems), or Custom Reward.
Set the bonus duration (e.g., valid for 7 days).
Note: Bonuses remain active for the duration set. If the next message is sent within that window, you don’t need to add another.
6. Clone Messages for Follow-ups
Click Clone to create a second (or third, etc.) message.
Adjust the delay based on the previous message (not the original trigger).
E.g., Message 1 = 7 days after sale, Message 2 = 30 days after Message 1.
Add new bonuses only if previous ones have expired.
7. Automation Exit Rules
Customers are removed from the flow when they:
Make a purchase, or
Reply to an email or text.
This ensures you’re not over-communicating or sending outdated offers.
8. Finalize and Launch
Use Save Draft to keep changes without publishing.
Click Publish when ready to activate or resume the automation.
Repeat the above steps to build multiple automation flows tailored to different customer behaviors and triggers.