Order is updated

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Use the "Order is updated" trigger for ecommerce automations[edit | edit source]

The Order is updated trigger in ActiveCampaign allows you to start automations when the status of an ecommerce order changes. This capability is crucial for businesses that want to engage with customers following any changes to their order's status, such as updating from "completed" to "refunded." By utilizing this trigger, you can effectively segment your audience and tailor your communication based on the specific order status changes.

Why It Matters[edit | edit source]

Optimizing the customer experience through timely communications is essential in e-commerce. By automating messages based on order updates, businesses can enhance customer satisfaction, reduce support queries, and ultimately nurture customer loyalty.

How to Access This Feature[edit | edit source]

To access the Order is updated trigger, you need to navigate to the automations section in ActiveCampaign. Users also need to ensure that they have the necessary integrations in place for it to function properly, specifically with Shopify or WooCommerce.

Step-by-Step Instructions[edit | edit source]

To add the Order is updated trigger to your automation, follow these steps:

  1. Click on Automations in the left menu.
  2. Locate the automation you wish to edit, then click Edit to open it. Alternatively, you can create a new automation by selecting Create an automation.
  3. Click on Add a start trigger at the top of the automation builder.
  4. In the trigger modal that opens, click on E-Commerce and then select Order is updated.
  5. The configuration settings for the trigger will appear. Set the following options:
  * Field - Select “Status”.
  * From - This defines the starting status of an order. You can choose either “Any value” or “A specific value.” If you select a specific value, two dropdowns will appear allowing you to choose the operator and the relevant order status.
  * To - This defines the updated status of an order. Similar to From, this can either be “Any value” or “A specific value”. Selecting a specific value will also allow you to choose the operator and the order status through dropdowns.
  * Runs - Determine if the automation should run “Once” or “Multiple times.” For more information about this, reference the article on the difference between Runs once and Runs multiple times.
  * Segment the contacts entering this automation (optional) - You can narrow down the contacts entering your automation by creating a segment. This is useful if you want to exclude certain contacts whose orders are updated.
  1. Once the trigger is configured, click Save.

Configuration Options and Settings[edit | edit source]

Proper setup of the Order is updated trigger can significantly enhance your automation workflows. Key configuration options include:

  • Field - Decide which field related to the order you wish to monitor.
  • From - Set the order's initial status that will trigger the automation.
  • To - Set the expected updated status after which the automation should trigger.
  • Runs - Choose between running the automation once or multiple times, depending on your business requirements.
  • Segment the contacts entering this automation - Use this option to filter the audience for specific campaigns tailored to those whose orders are updated.

Best Practices and Tips[edit | edit source]

1. Plan your automation workflows around key order statuses that impact customer experiences, such as "shipped" or "refunded." 2. Use compelling messaging to follow up with customers after an order has been updated, ensuring they’re informed about their purchase status. 3. Regularly review and adjust your trigger settings to ensure optimal engagement based on changing business needs and customer behaviors.

Common Use Cases with Examples[edit | edit source]

- **Post-Order Follow-Up:** Automatically send an email to customers when their order status changes to "shipped," providing tracking information and expected delivery dates. - **Customer Refund Notification:** Notify customers immediately via SMS or email if their order status changes to "refunded," explaining the process and timelines. - **Re-engagement Campaigns:** If an order status changes to "canceled," follow up with a survey to understand customer dissatisfaction and potentially offer discounts on future purchases.

Troubleshooting[edit | edit source]

Here are some common troubleshooting steps if you encounter issues with the Order is updated trigger:

- Ensure that the necessary integrations with Shopify or WooCommerce are correctly set up and active. - Verify that the automation is set to Active to allow contacts to enter after changes are made. - Double-check the configured settings to ensure they align with your intended automation logic.

Related Features[edit | edit source]

For further enhancements and functionality related to ecommerce automations, consider exploring the following features in ActiveCampaign:

  • Ecommerce Automations - Broader functionalities specifically for ecommerce.
  • Segmentation - Learn how to segment your audience based on specific behavior and order data.

FAQ[edit | edit source]

Q1: Can I use the "Order is updated" trigger without integrating with Shopify or WooCommerce? A1: No, this trigger requires integration with either Shopify or WooCommerce.

Q2: What should I do if my contacts aren’t entering the automation? A2: Ensure that the automation is set to Active and that your trigger settings are correctly configured.

Q3: Can I segment contacts when they enter through this trigger? A3: Yes, you can use the Segment the contacts entering this automation option to filter entries to your automation to specific criteria.

Q4: How do I know when to set the automation back to "Active"? A4: You should set the automation back to "Active" once you have finished editing it and are ready for the new settings to take effect.

Q5: What happens if the order status changes multiple times? A5: Depending on your configuration of the Runs setting, the automation can either trigger once or multiple times as statuses update.

Q6: Is there any limit to the number of segments I can create for this feature? A6: There is no hard limit on the number of segments, but keep in mind that complex segments may affect performance.

Q7: Can I edit the content of the automated message based on order status? A7: Yes, you can customize automated messages to fit the expected customer experience depending on the order status.

By understanding and properly leveraging the Order is updated trigger, you can significantly enhance your customer engagement strategy through streamlined communication based on real-time order updates. ```