Basic operations and settings

Basic operations and settings

Automation conditions

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Automation conditions further narrow the customers for whom an automation starts.

For example, send only to customers who purchased a specific product, linked LINE, or did not click an email in the last 30 days.

If the conditions do not match, automation processing is skipped for that customer.

Product and customer IDs are the numbers in Shopify URLs.

Available conditions depend on the selected automation type.

Scenario

ItemDescription.
Automation run numberWhich run number this is for the same customer
This scenario has been run with the same client in the past.Whether it previously ran for the same customer
Time the same scenario was run with the same customerDate and time of previous run

Example: send only to customers whose previous run was at least three days ago.

When using a Shopify segment as a condition

Shopify segment conditions use the customer list most recently synchronized to StoreCRM rather than querying Shopify live. Changes in Shopify are evaluated using the old list until synchronization completes.

For evaluation against current values, configure the equivalent automation conditions directly instead of selecting a Shopify segment. When using a Shopify segment, check its customer list update time before enabling the automation.

Synchronized customer list notice for a Shopify segment automation condition
Selecting a Shopify segment shows that the most recently synchronized customer list is used.

Customer

ItemDescription.
Email addressCustomer email address
BirthdayCustomer birthday
NameCustomer name
First nameCustomer first name
Last nameCustomer last name
Phone numberCustomer phone number
TagsCustomer tags
AddressCustomer address
Marketing PermitsWhether email marketing is permitted
transaction permissionWhether transactional email is permitted
IDShopify customer ID
Order countCustomer order count
Total SalesCustomer total amount spent
Last Order DateDate and time of last order
Date and time of first orderDate and time of first order
With or without LINE linkageWhether LINE is linked
SegmentsCustomers included or not included in a selected segment
LanguageCustomer language setting
Email has hard bouncedCustomers suppressed because of an invalid address or another issue

Orders

Available for automations triggered by an order.

ItemDescription.
Payment statusOrder payment state
Fulfillment statusOrder fulfillment state
Order numberOrder number
TagsOrder tags
total priceOrder total
CurrencyOrder currency
Total taxOrder tax
Order creation date and timeDate and time the order was created
Order update date and timeDate and time the order was updated
Order processing date and timeDate and time the order was processed
Order cancellation date and timeDate and time the order was canceled
Whether a subscription order is includedWhether the order contains subscription products
Is a single order included?Whether the order contains one-time products

Checkout

Available for checkout abandonment automations.

ItemDescription.
total priceCheckout total
Product quantityNumber of products in checkout
Number of available productsNumber of products available after considering inventory

Products and variants

Available for product-related automations such as orders, checkouts, back-in-stock notifications, and favorites.

ItemDescription.
Product nameName of the product that triggered the automation
Product tagTag of the product that triggered the automation
Shopify product IDShopify product ID
Product variant nameProduct variant name
Shopify variant IDShopify variant ID
InventoryNumber of product variations in stock

Product and variant IDs are the numeric portions of Shopify admin URLs.

Purchase history

ItemDescription.
Customers who previously purchased the following productsCustomers who previously purchased the selected products
Customers who previously purchased the following products as one-time purchasesCustomers who purchased the selected products as one-time purchases
Customers who previously purchased the following products through recurring subscriptionsCustomers who purchased the selected products through recurring subscriptions
Customers who have not previously purchased the following productsCustomers who have not purchased the selected products
Customers who have not previously purchased the following products as one-time purchasesCustomers who did not purchase the selected products as one-time purchases
Customers who have not previously purchased the following products through recurring subscriptionsCustomers who did not purchase the selected products through recurring subscriptions
Customers purchasing the ordered product for the first timeCustomers who have not previously purchased the selected products in this order
Customers purchasing the ordered product as a one-time purchase for the first timeCustomers who have not previously purchased the selected products as one-time purchases
Customers purchasing the ordered product through a recurring subscription for the first timeCustomers who have not previously purchased the selected products through recurring subscriptions

Specify by product name, product tag, Shopify product ID, collection, product variant name, or Shopify variant ID.

Collection conditions support manual collections only.

Favorites and back-in-stock notifications

ItemDescription.
Customers who have favorited the following productsCustomers who have favorited the selected products
Customers who have not favorited the following productsCustomers who have not favorited the selected products
Customers who added a favorite in the last N daysCustomers who added a favorite during the selected period
Customers who did not add a favorite in the last N daysCustomers who did not add a favorite during the selected period
Customers subscribed to back-in-stock notifications for the following productsCustomers subscribed to back-in-stock notifications for the selected products
Customers not subscribed to back-in-stock notifications for the following productsCustomers not subscribed to back-in-stock notifications for the selected products
Customers who subscribed to a back-in-stock notification in the last N daysCustomers who subscribed to a back-in-stock notification during the selected period
Customers who did not subscribe to a back-in-stock notification in the last N daysCustomers who did not subscribe to a back-in-stock notification during the selected period

Email / LINE engagement

ItemDescription.
Customers who opened an email in the last N daysCustomers who opened an email during the selected period
Customers who did not open an email in the last N daysCustomers who did not open an email during the selected period
Customers who clicked an email in the last N daysCustomers who clicked a link in an email during the selected period
Customers who did not click an email in the last N daysCustomers who did not click a link in an email during the selected period
Customers who opened or clicked an email in the last N daysCustomers with an open or click engagement
Customers with no email opens or clicks in the last N daysCustomers with no open or click engagement
Customers who clicked LINE in the last N daysCustomers who clicked a link in a LINE message
Customers who did not click LINE in the last N daysCustomers who did not click a link in a LINE message
Customers who engaged with email or LINE in the last N daysCustomers who engaged with email or LINE
Customers with no email or LINE engagement in the last N daysCustomers with no engagement on either email or LINE

Select the scope from all sends, a campaign, an automation, an email, or a LINE message.

Open and click tracking can be delayed by up to approximately one hour.

Metafields and connected apps

When customer metafields are configured, "Metafield: XX" appears as a condition.

Fields from supported apps such as easyPoints can also be used. Available fields depend on store settings and integration status.

Logic

ItemDescription.
Go to YES for 50%Splits the target customers approximately in half for uses such as A/B testing

Difference from flow editor branches

Automation conditions are evaluated at the start. If they do not match, processing is skipped immediately.

Flow editor branches are evaluated during the automation, such as after a wait based on whether an email was opened or a product was purchased.

Notes

  • Too many conditions can greatly reduce the audience.
  • Email and LINE messages are not sent to customers who do not match.
  • Before major condition changes in an active automation, check for unintended exclusions.
  • Product, customer, and variant IDs are numeric portions of Shopify admin URLs.
  • Engagement data such as email opens, email clicks, and LINE clicks can take time to appear.
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