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An automation sends messages on its own when something happens: an abandoned checkout, a new order, a customer message, a birthday. You build it on a canvas with one trigger and then steps. Find automations in Automations in the sidebar (https://ai.textyess.com/flows2). Automations send WhatsApp messages, and emails when email is on for your store. You can start from a ready-made template or from scratch. To read about each part, see Triggers, Steps, Conditions, WhatsApp messages, Frequency cap and Publish and test.

Create an automation from a ready-made template

  1. In the sidebar, click Automations.
  2. Click Create Automation. The window Create automation shows the templates.
  3. Use the tabs All, Recommended, Revenue, Engagement, Operational, Compliance and Dates, or search.
  4. Click a template. The preview shows Triggered by, Languages, How it works and a Message preview.
  5. Click Use this template. TextYess creates a draft automation and opens it.
Template messages are in Italian, English or German, by the language of your store. Other languages get English. Check the messages, then test and publish the automation.

Create an automation from scratch

  1. In Automations, click Create Automation.
  2. Click Start from scratch.
  3. Enter a Name. TextYess fills in the Key, a unique ID that other tools can use to start the automation. You can change it.
  4. Click Create.
  5. On How should this flow start?, pick a trigger.
  6. Add steps, test the automation, then publish it.
See Triggers and Steps.

Ready-made automation templates for sales and engagement

In Automations, click Create Automation to see the templates. For sales (Revenue): Abandoned checkout recovery sends a reminder 30 minutes after the checkout, if the shopper did not order. Cart recovery (pixel) and Browser abandonment follow up on shoppers who added to cart or viewed a product (Shopify stores). Back in stock alert tells waiting shoppers that a product is back (Shopify stores). Webhook-triggered recovery starts from your own system. For Engagement: Win-back post-purchase, Welcome new customer, VIP thank-you, Opt-in via keyword, Purchase intent → AI message (needs the WhatsApp AI agent) and Sunset unengaged subscribers (email, Shopify stores).

Ready-made automation templates for orders, dates and opt-out

In Automations, click Create Automation to see the templates. For orders (Operational): COD order confirmation asks cash-on-delivery customers to confirm. Order tracking link sends tracking when an order ships. Review request asks for a review 21 days after the order. For Compliance: Opt-out confirmation answers contacts who send STOP. For Dates: Birthday message + nudge, Birthday gift, Birthday week (email + WhatsApp) and Anniversary. Templates that need something you do not have are hidden. Turn on Show all (including locked) to see them. They show what they need, for example Requires email.

Confirm cash-on-delivery (COD) orders automatically

Use the ready-made template COD order confirmation. In Automations, click Create Automation, click the template, then click Use this template. When a customer places an order with cash on delivery that is not paid yet, the automation sends a WhatsApp message with two buttons: CONFIRM and CANCEL. CONFIRM adds the tag COD_CONFIRMED to the Shopify order. CANCEL sends “Your order will be cancelled shortly.” and adds the tag COD_REFUSED. Without an answer in 24 hours, it sends a payment reminder. The automation does not cancel the order. Order tags work on Shopify stores. Button text follows your store language.

Win back customers or stop emailing unengaged subscribers (sunset)

To win back customers, use the template Win-back post-purchase: 14 days after an order, it sends an offer on WhatsApp. To clean your email list, use Sunset unengaged subscribers. When you install it, TextYess creates the segment “Unengaged subscribers”: contacts who got 5 emails or more and opened and clicked none in the last 90 days. When a contact enters the segment, the automation waits until 12:00 the next day and sends a last-chance email. After 7 days, it stops emailing the contact if they did not open or click. WhatsApp messages continue. This template needs a Shopify store and email sending.

Automation statuses: Draft, Pending Approval, Active, Inactive, Archived

The Automations list shows a Status for each automation. Draft: not published, so it sends nothing. Pending Approval: published, and Meta is reviewing its WhatsApp messages. It starts for no one yet. Active: live, so the trigger starts it for each contact. Inactive: stopped, for example when Meta rejected a message of a new automation. Archived: removed for good, on the Archived tab. The Active tab shows only the Active automations. To find automations, use the search, or click Filter and pick a Status or a Trigger.

Stop or delete an automation

To stop an automation, unpublish it. In Automations, open the menu of the automation in the list and click Unpublish. The automation becomes a draft and starts no new runs. To delete an automation for good, click Archive in the same menu. There is no delete button and no on and off switch. Archiving cancels the runs in progress and cannot be undone. See Unpublish an automation.

Duplicate, rename, export or import an automation

In Automations, open the menu of an automation in the list. Duplicate makes a copy with “(Copy)” after the name. Rename changes the name. Export downloads the automation as a .json file. Copy key copies the key of the automation. To add an exported automation, click the upload icon next to Sync Templates and pick the .json file. Inside an automation, its menu has Rename flow, Copy ID, Export flow and Switch flow, to open another automation.