Abandoned Checkout trigger: message shoppers who leave the checkout
Abandoned Checkout starts an automation when a shopper starts the checkout in your store and does not complete it. While an Abandoned Checkout automation is live, TextYess checks your store for new abandoned checkouts every minute. A shopper who edits the cart can leave several checkouts. The automation starts once in 3 hours for the same shopper, with the newest cart. To keep a shopper out for longer, set a wait. See Let a contact enter an automation again only after a wait. To send the shopper back to the cart, set Template type to Abandoned Checkout in the Send Message step. This adds a button that opens the cart. By default, the automation stops when the shopper places an order. The ready-made template Abandoned checkout recovery uses this trigger.Who gets the Abandoned Checkout automation
Every shopper who leaves a checkout in your store gets your Abandoned Checkout automation. It does not matter if the shopper wrote to you before. To get WhatsApp messages, the shopper must give a phone number in the checkout, the customer account, or the shipping or billing address. A shopper without a phone number gets only the email steps, if the automation has email steps and email is on for your store. TextYess holds a WhatsApp marketing message when the shopper is blacklisted or opted out, ordered in the last 24 hours, or wrote to you in the last 60 minutes. It also holds the message when the shopper got another marketing message in the last 3 hours (the default limit). See Frequency cap and held messages.Order Created trigger: message customers after they place an order
Order Created starts an automation when a customer places an order in your connected store. An order that is more than 24 hours old when TextYess receives it starts no automation, for example an order that you import. WhatsApp messages need a phone number on the order: the customer phone, or the shipping or billing phone. If a customer places two orders, the automation starts two times and the customer gets both messages. Use this trigger for order confirmations, thank-you messages, review requests, win-back offers and cash-on-delivery checks. Ready-made templates with this trigger: Win-back post-purchase, Welcome new customer, VIP thank-you, Review request and COD order confirmation. Older automations can show the name New Order for this trigger. It works the same way.Order Fulfilled trigger: send tracking when an order ships
Order Fulfilled starts an automation when your store marks an order as fulfilled. It starts one time for each order. Use it for shipping and tracking messages. In the Send Message step, set Template type to Tracking Link. This adds a button that opens the tracking page of the order. The ready-made template Order tracking link uses this trigger. Older automations can show the name Fulfilled Order for this trigger. It works the same way.Product Viewed trigger: follow up when a shopper views a product
Product Viewed starts an automation when a shopper views a product page in your store. It works only with Shopify stores, and only for shoppers who are logged in to their customer account in your store. If the account has a phone number, the automation can send WhatsApp messages. If the account has only an email, the automation starts only when TextYess has a contact with that email, and only if the automation has an email step. TextYess adds the Shopify tracking that this trigger needs when the automation goes live. By default, the automation stops when the shopper places an order. The ready-made template Browser abandonment uses this trigger.Product Added to Cart trigger: follow up when a shopper adds to cart
Product Added to Cart starts an automation when a shopper adds a product to the cart in your store. It works only with Shopify stores, and only for shoppers who are logged in to their customer account in your store. If the account has a phone number, the automation can send WhatsApp messages. If the account has only an email, the automation starts only when TextYess has a contact with that email, and only if the automation has an email step. TextYess adds the Shopify tracking that this trigger needs when the automation goes live. By default, the automation stops when the shopper places an order. The ready-made template Cart recovery (pixel) uses this trigger.How TextYess gets the shopper’s WhatsApp number
TextYess never reads a phone number from the cart. A shopper who adds to cart gets WhatsApp messages only when TextYess already knows their number in one of two ways:- The shopper is logged in to their customer account in your store. Product Viewed and Product Added to Cart use the phone number saved on that account. A visitor who is not logged in sends nothing to TextYess, and these triggers do not start for them.
- The shopper typed a phone number in the checkout. Abandoned Checkout uses that number: first the phone in the checkout contact field, then the phone on the customer account, then the shipping phone, then the billing phone. TextYess reads it from your store when it checks for abandoned checkouts every minute. The country of the number comes from the shipping or billing address.
Product Back in Stock trigger: tell waiting shoppers that a product is back
Product Back in Stock starts an automation when a sold-out product variant is in stock again. It starts one time for each shopper on the waitlist of that variant. Shoppers join the waitlist with the back-in-stock button on your Shopify product pages. See Back-in-stock button installation. Shoppers wait on the list until a Product Back in Stock automation is live. Then they get the message at the next restock. The shopper asked for this message, so it skips the frequency cap and the holds for recent orders and live chats. TextYess still holds it for a contact who opted out, or when your message credits are used up. The ready-made template Back in stock alert uses this trigger.Purchase Intent trigger: follow up when the AI sees buying interest
Purchase Intent starts an automation when the WhatsApp AI agent finds that a customer wants to buy, but the customer did not order. After a customer message, TextYess waits 3 hours. Each new customer message starts the wait again. Then TextYess reads the last 48 hours of the chat. If the chat shows purchase intent and has no order in those 48 hours, the automation starts. A conversation gets one purchase intent message every 72 hours at most. The customer must have a phone number. By default, the automation stops when the customer places an order. To change the 3-hour wait, contact support from Help → Contact support. The ready-made template Purchase intent → AI message uses this trigger.Message Received trigger: reply automatically to a WhatsApp message
Message Received starts an automation when a customer sends you a WhatsApp message. A tap on a button does not start it. When a Message Received automation starts, the WhatsApp AI agent does not reply to that message. The automation sends the reply. If Message Filter is empty, the automation starts on every message. The AI agent then stops answering WhatsApp messages while the automation is live. To answer only one keyword, use a message filter. Read the next section. The ready-made template Opt-in via keyword uses this trigger with the keyword “subscribe”. Older automations can show the name New Message for this trigger. It works the same way.Message filter: start an automation with a WhatsApp keyword
In a Message Received automation, Message Filter sets the keyword that starts the automation. The customer message must be the same as the filter: the same letters, the same upper and lower case, and no other words or spaces. With the filter “PROMO”, the messages “promo” and “PROMO please” do not start the automation. To start it with more than one spelling, create one automation for each spelling. After you set a filter, the trigger panel shows WhatsApp Link. Click Copy link and share the link. It opens a WhatsApp chat with your keyword already typed. When the customer sends it, the automation starts.Stop Message trigger: confirm when a contact unsubscribes on WhatsApp
Stop Message starts an automation when a contact opts out of your WhatsApp messages. TextYess blacklists the contact first, but a Stop Message automation can still send its confirmation message. The opt-out adds no tag to the contact. If no Stop Message automation is live, TextYess sends a short confirmation of its own, in Italian, English or German, by your store language (English for other languages). To see which messages count as an opt-out, read the next section. The ready-made template Opt-out confirmation uses this trigger.Which WhatsApp messages opt a contact out
A contact opts out of WhatsApp messages when the full message is STOP or UNSUBSCRIBE, in upper or lower case. A message also opts out when it contains one of these English phrases: “stop messaging”, “stop texting”, “stop sending”, “stop messages”, “stop texts”, “unsubscribe”, “opt out”, “remove me”, “don’t contact”, “no more messages”. A tap on the STOP button of a message counts too. You cannot add your own opt-out words, and words in other languages do not count. The contact is blacklisted and gets no more automation messages. The Stop Message trigger starts.Campaign Button Tapped trigger: start an automation from a campaign button
Campaign Button Tapped starts an automation when a contact taps a quick-reply button of a WhatsApp campaign that you linked to the automation. First, publish the automation. Then, in the campaign, open the quick-reply button. Under When tapped, choose Start a flow, then pick the automation in Flow to start. Only published automations with this trigger show there. An automation with this trigger and no linked campaign never starts. To see the linked campaigns, open the trigger of the automation and read Campaigns using this trigger. When the tap starts the automation, the AI agent does not reply to the tap.Incoming Webhook trigger: start an automation from another tool
Incoming Webhook starts an automation when another system, for example your CRM, Zapier or Make, sends data to the webhook URL of the automation. When you pick the trigger, choose the data it gets: the Built-in Fields (first_name, last_name, email, phone_number, country_code, email_opt_in), the Optional Fields custom_url and discount_code, and your own Custom Fields. Each request must include email or phone_number. With phone_number, country_code is also necessary. TextYess ignores fields that you did not add. If the same request arrives two times, the automation starts one time. After you publish, open the trigger to copy the URL and the Flow token. Developer details: Trigger a Flow.Email Opened trigger: follow up when a contact opens your email
Email Opened starts an automation when a contact opens an email that you sent with TextYess, from a campaign or from an automation. In Scope to campaigns / flows (optional), pick campaigns or automations to start only for their emails. Leave it empty to start for every email. The email triggers show in Automations when email is on for your store. Email is available for Shopify stores. See Email setup.Email Clicked trigger: follow up when a contact clicks a link in your email
Email Clicked starts an automation when a contact clicks a link in an email that you sent with TextYess, from a campaign or from an automation. In Scope to campaigns / flows (optional), pick campaigns or automations to start only for their emails. Leave it empty to start for every email. The email triggers show in Automations when email is on for your store. Email is available for Shopify stores.Email Unsubscribed trigger: react when a contact unsubscribes from email
Email Unsubscribed starts an automation when a contact unsubscribes from your emails. TextYess stops sending emails to this contact. WhatsApp messages are not affected. Use this trigger to add a tag, update a field or notify your system with Send Webhook. In Scope to campaigns / flows (optional), pick campaigns or automations to start only for their emails. The email triggers show in Automations when email is on for your store.Email Bounced trigger: react when an email cannot be delivered
Email Bounced starts an automation when an email that you sent with TextYess cannot be delivered to the contact. Use it to tag the contact, or to reach them on WhatsApp instead. In Scope to campaigns / flows (optional), pick campaigns or automations to start only for their emails. The email triggers show in Automations when email is on for your store.Email Complained trigger: react when a contact marks your email as spam
Email Complained starts an automation when a contact marks an email from you as spam. TextYess stops sending emails to this contact. Use this trigger to tag the contact or to notify your team. In Scope to campaigns / flows (optional), pick campaigns or automations to start only for their emails. The email triggers show in Automations when email is on for your store.Contact Entered List trigger: start when a contact is added to a list
Contact Entered List starts an automation when a contact is added to the list that you pick. You can pick lists that you made in TextYess or imported from a CSV file. Lists that sync from another tool do not show. When one change adds more than 500 contacts at the same time, for example a large CSV import, no automation starts for that change. The Update List step in another automation can add a contact to the list. See Lists and segments.Contact Exited List trigger: start when a contact is removed from a list
Contact Exited List starts an automation when a contact is removed from the list that you pick. You can pick lists that you made in TextYess or imported from a CSV file. See Lists and segments.Contact Entered Segment trigger: start when a contact joins a segment
Contact Entered Segment starts an automation when a contact starts to match the segment that you pick, because the contact data changed. Contacts who are already in the segment when you publish do not start it. When you save new rules for the segment, no automation starts. When a segment suddenly gets very large or very small, TextYess starts no automations for that change. The ready-made template Sunset unengaged subscribers uses this trigger. See Lists and segments.Contact Exited Segment trigger: start when a contact leaves a segment
Contact Exited Segment starts an automation when a contact stops matching the segment that you pick, because the contact data changed. When you save new rules for the segment, no automation starts. When a segment suddenly gets very large or very small, TextYess starts no automations for that change. See Lists and segments.Birthday trigger: send a message on a contact’s birthday
The Birthday trigger starts an automation every year on the birthday of a contact. It uses the birthday saved on the contact. Under When, choose On, Before or After the date, and the number of days. Under Send time, choose the hour. The default is 10:00 on the day. Times use the timezone of your store. Each contact gets the automation one time each year. Contacts without a birthday never start it. Ready-made templates: Birthday message + nudge, Birthday gift and Birthday week (email + WhatsApp).Anniversary, Subscription renewal and Custom date triggers
Anniversary, Subscription renewal and Custom date start an automation every year on a date that you keep on the contact. In Date property, pick the date to watch. The contact must have a date property. Under When, choose On, Before or After the date, and the number of days. Subscription renewal starts 7 days before the date by default. Under Send time, choose the hour. Times use the timezone of your store. Each contact gets the automation one time each year, on the day and month of the date. The ready-made template Anniversary uses this trigger.Stop an automation when the customer places an order
In Automations, open the automation and click the trigger. Under Flow Settings, turn on Stop this automation if the customer purchases. When the customer places an order, TextYess cancels the next steps of the automation for that customer. Messages that went out before the order stay sent. Abandoned Checkout, Product Viewed, Product Added to Cart and Purchase Intent automations stop on an order by default, even when the switch shows off. They continue after an order only if you turn the switch on and then off again. For the other triggers, the stop is off until you turn it on.Let a contact enter an automation again only after a wait
By default, a contact enters an automation at every trigger. For example, a shopper who leaves two checkouts in one week gets the full series two times. You can set a wait on Abandoned Checkout, Product Viewed and Product Added to Cart automations.- In Automations, open the automation and click the trigger.
- Under Flow Settings, find Skip contacts who entered recently.
- Select 7 days, 14 days or 30 days. If you need a different wait, select Other. Then type the number of days, from 1 to 30. To remove the wait, select Off.
- Publish the automation.