How to Create and Configure an Automation for Shopify Order Placement

In this guide, we will walk you through the steps to create and configure an automation for Shopify order placement.

Step-by-Step Guide

1. Access the Automation Section:

   • In the navigation bar, click on Automate.

   • From the drop-down menu, select Automations.

2. Create a New Automation:

   • In the Automation section, click on Create Automation.

   • In the form, enter the automation name in the Automation Name field.

   • Click on Next, configure to proceed.

3. Configure the Automation:

   • In the Configuration section, click on the SendX drop-down under Triggers.

   • Select Shopify from the drop-down menu.

   • Click on the Choose a Trigger drop-down.

   • Select a trigger option from the list and ensure Shopify is selected in the drop-down.

4. Select the Trigger:

   • In the Triggers section, click on Choose a Trigger drop-down.

   • Select Placed Order from the drop-down menu.

5. Define the Action:

   • In the Action section, click on Choose an Action drop-down.

   • Select Send Auto-Trigger Campaign from the drop-down menu.

   • Click on Select an option to choose a specific option.

   • Select Shopify Order Placed from the drop-down menu.

6. Start the Automation:

   • Click the Start Automation button at the bottom right of the page.

By following these steps, you will successfully create and configure an automation for Shopify order placement.