Newsletter automations (add-on)

Every automation this store has, with what starts it, how many steps it has, and where the people in it are: how many are moving, how many are waiting on a timer, how many have finished and how many left early. An automation is a series of waits and emails that runs on its own, one person at a time, from a trigger — a signup, a confirmation, a tag, an order, a subscription. Start here when somebody asks why a customer got an email nobody sent by hand. A flow's own messages never appear in the campaign list; they belong to their step.

One automation with its steps in order, each email step's message summarized with what it has sent, opened and clicked, and a page of the people walking it — which step each of them is on, when they are due to move again, and why they left if they have. status narrows to moving, waiting, done or exited, and page walks the rest.

Creates an automation in draft, with its steps. It is created switched off and sends nothing until it is activated, which is a separate call on purpose. steps is the whole ladder in order — every step needs a type and the settings that type takes, and an email step also takes a campaign with the subject and the body it should send. Positions are numbered from one and are what a branch step's yes and no name.

Changes an automation's settings, its steps, or both. The steps are saved whole: send the ladder you want, and a step that comes back with the id it was given keeps its row and everybody standing on it. A step you leave out is deleted, which is refused while anybody is standing on it. Changing an automation that is running is allowed and takes effect for everybody still in it.

Deletes an automation, its steps and the messages its email steps own, sends and all. Refused while anybody is still walking it unless force is set, which takes them all out first with "the automation was deleted" against their name. There is no undo.

Starts an automation running. From this moment its trigger puts people into it and the worker moves them along a step at a time. Refused for an automation with no steps, and for one whose email step has no message written — both would enroll people and do nothing to them. Nobody who qualified while it was in draft is enrolled retrospectively.

Holds everybody in an automation exactly where they are: no step runs, no mail goes out, nobody new is put in, and nobody is taken out. Resuming carries each of them on from the same step they were standing on.

Sets a paused automation running again. Everybody in it carries on from the step they were held at; a wait that ran out while it was paused is over, so those people move on the worker's next run.

Starts one subscriber on an automation by hand, under exactly the same rules a trigger applies: they have to be subscribed, on the automation's list if it names one, matching its segment if it names one, and new to it unless it allows re-entry. The refusal says which of those was the problem. Useful for testing an automation on yourself before switching it on.

Ends one person's walk through one automation, with "taken out by hand" against it. They keep the step they had reached, so the record still says how far they got, and they receive nothing more from it. It does not stop the same trigger putting them back in later if the automation allows re-entry.

The automations that come with the add-on ready to use — a welcome series, a thank you after somebody buys, a win-back — each with a key, a sentence saying what it does, its ladder written out a step a line, and what to change before switching it on. available says whether this store can use it and reason says what is missing when it cannot: the win-back mints a discount code apiece and needs a coupon group that exists. Each one writes a draft you read through and change before switching it on.