Categories
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Use Cases
Documents
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Making sure your emails are delivered
​All emails sent with AutomateWoo are delivered using the same method that WordPress and WooCommerce uses. By default, WordPress will send emails directly from your web server. While this usually works, issues can arise when using this method because most web servers are not optimized to send emails. Why it’s important? Email delivery becomes significantly more […]
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Manual workflow quick filters
When building the manual workflow runner, introduced in AutomateWoo 5.0, scaling was a key consideration. We developed a new system for our existing workflow rules to make it possible to convert a set of rules into a database query. By using a database query we can find all the items that match a set of […]
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Manual workflows
Manual workflows were introduced in AutomateWoo 5.0. Workflows are the foundation of AutomateWoo, providing the framework for building automated tasks. Automatic workflows run when a trigger fires which typically happens when a specific event occurs on your store. Manual workflows have no trigger and are instead initiated by the store manager. What can I do […]
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Marketing opt-in and unsubscribes
One of the first things you should do when setting up AutomateWoo is choose whether to use opt-in or opt-out mode. Opt-in means customers must opt-in before email or SMS is sent to them. Opt-out means email and SMS will be sent automatically until the customer chooses to opt-out. When in opt-in mode, customers can opt-in […]
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New Customer workflows
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Onboard a subscription in WooCommerce to automatic renewals
WooCommerce Subscriptions makes it possible for customers to subscribe to products without providing a payment method at the time of signup. While convenient for customers, it presents a unique challenge for stores. The challenge: How can a store: This article will show you how to accomplish the above using AutomateWoo. Use case The following workflow […]
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Opting-out from Twilio SMS
There are two options when giving SMS recipients the ability to opt-out of your messages. The first option is the standard AutomateWoo opt-out method, which is also used to opt-out of emails. The second option is to opt-out by sending a reply SMS with a specific keyword. Opt-out via URL Opt-out via URL is AutomateWoo’s […]
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Pause subscription renewals for three months
AutomateWoo can be used to “pause” WooCommerce subscription renewals for customers by giving them a few months for free. Pausing monthly subscriptions In order to do this, first create a subscription coupon at WooCommerce > Coupons > Add New. Next, create an AutomateWoo workflow at AutomateWoo > Workflows > Add Workflow. Finally, you must deactivate […]
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Performance
One of AutomateWoo’s unique characteristics is that it runs entirely on your server. Whether you are automating a follow-up email, abandoned cart recovery, or win back of an inactive customer, the code and data controlling the workflow is within your WordPress site. From time-to-time, we have customers ask about the performance impact of this native […]
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Pre-paid subscriptions
AutomateWoo’s WooCommerce Subscription integration makes it possible to create workflows for a pre-paid subscription, where a customer pays for a certain period in advance of shipments for that period. For example, a magazine may be paid yearly, but ship a new issue each month. This guide demonstrates how to use AutomateWoo workflows to create a […]