Send immediately<\/td> Once the audience has been collected, distribution will begin automatically.<\/td> You cannot review the message and audience before it is sent. You must accept the warning.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nConfigure automatic resending to recipients who did not open<\/h3>\n\n\n\n Automatic resending to recipients who did not open is available only for email.<\/strong>When [Schedule resend] is ON, the same email is resent once only to recipients who did not open the initial email. Select 6, 12, 24, or 48 hours, or enter an integer from 6 to 72 hours. If the resend title is blank, the initial email subject is used.<\/p>\n\n\n\nExample configuration for scheduled delivery lead time and automatic resending to recipients who did not open.<\/figcaption><\/figure>\n\n\n\nUse immediate delivery<\/h3>\n\n\n\n Immediate delivery starts automatically after audience collection finishes if there is at least one recipient. Review the email or LINE message and audience, then select [I understand that this will be sent immediately without an opportunity to review the content and audience]. You cannot save without selecting it.<\/p>\n\n\n\nReview the immediate-delivery warning, select the confirmation checkbox, and save.<\/figcaption><\/figure>\n\n\n\n6. Configure the audience<\/h2>\n\n\n\n If you do not select an audience or clear the selection, [All customers] is used. Audience options related to products depend on the selected trigger and target product settings.<\/p>\n
For LINE, only customers who match the selected conditions, have connected LINE, and can receive messages are included.<\/strong>Customers who are not connected, have blocked the account, or have an invalid token are excluded. Check the actual audience count in the run history.<\/p>\n\n\n\nAudience<\/th> Purpose and conditions<\/th><\/tr><\/thead> All customers<\/td> Target all available customers.<\/td><\/tr> Specific segment<\/td> Search and target the selected customer segment. Segment selection is required.<\/td><\/tr> People who have purchased products from the same collection<\/td> Used when one or more collections are specified in the trigger.<\/td><\/tr> Customers who purchased from a collection specified by a product metafield<\/td> Available for the product-published trigger. Select a product metafield that stores links to collections.<\/td><\/tr> People who have purchased products with the same tag<\/td> Used when one or more product tags are specified in the trigger.<\/td><\/tr> People who have added the target product to their favorites<\/td> For stores using Favorites. If you do not specify target products, the audience includes customers who have favorited any product.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nTarget buyers of collections specified by a product metafield<\/h3>\n\n\n\n This setting readsCollections set for newly published products<\/strong>and targets customers who previously purchased products in that collection. It does not select only customers who purchased the newly published product itself.<\/p>\n\n\n\nFor example, if you set [Snowboards] as the [Related collection] for new product A, the audience includes customers who have purchased products in the Snowboards collection. Configure this in order: create the definition in Shopify, set the value on the product, register it in StoreCRM, and select it in the campaign rule.<\/p>\n\n\n\n
Create a product metafield definition in Shopify<\/h3>\n\n\n\n\nIn the lower-left corner of Shopify admin, openSettings<\/strong>Open.<\/li>\n\n\nMetafields and metaobjects \u2192 Products<\/strong>then clickAdd definition<\/strong>Click.<\/li>\n\n\nEnter a descriptive name, such as \"Related Collection\".<\/li>\n\n\n Check the namespace and key. In this example, it iscustom.campaign_collections<\/strong>. Copy this value because you will register the same value in StoreCRM later.<\/li>\n\n\nFor the type, selectCollections<\/strong>then set the number of values toList<\/strong>. You can use [One collection] if each product always links to only one collection, but we recommend a list so that multiple collections can be specified.<\/li>\n\n\nAt the top of the page, clickSave<\/strong>. Leave settings that this feature does not use, such as Storefront API access, at their defaults.<\/li>\n<\/ol>\n\n\n\nConfigure the name, namespace and key, and type [List of collections], then save.<\/figcaption><\/figure>\n\n\n\nSet up related collections for Shopify products<\/h3>\n\n\n\n\nIn the Shopify admin screenProducts<\/strong>and select the product that will trigger Campaign automation.<\/li>\n\n\nOn the product editing page, scroll toProduct metafields<\/strong>. If the definition is not visible, click [Show all].<\/li>\n\n\nClick on the \"Related Collection\" you created earlier and select the collection you want to associate with this product. Multiple selections are also possible.<\/li>\n\n\n Product screenSave<\/strong>. Set a value for each target product before the campaign runs. StoreCRM cannot identify the audience for a product with no value.<\/li>\n<\/ol>\n\n\n\nSelect the related collections in the product metafield, then save the product.<\/figcaption><\/figure>\n\n\n\nRegister the product metafield in StoreCRM<\/h3>\n\n\n\n\nFrom the left menu of StoreCRMData \u2192 Metafield<\/strong>Open.<\/li>\n\n\nAdd new<\/strong>. If a product metafield with the same namespace and key is already registered, you can use that setting.<\/li>\n<\/ol>\n\n\n\nOpen the StoreCRM metafield list and click \"Add new\".<\/figcaption><\/figure>\n\n\n\n\nname<\/strong>Enter a name that you can recognize in the campaign settings, such as Related collection.<\/li>\n\n\nData type<\/strong>For the data type, select [Product], and for the sourceType<\/strong>select [Shopify metafield]. If you select Customer or Order, it will not appear as an option in the campaign rule.<\/li>\n\n\nMetafield key<\/strong>Enter the complete namespace and key copied from Shopify. Example:custom.campaign_collections<\/strong>The following is a list of the most common problems with the<\/li>\n\n\nMetafield value type<\/strong>select [Text], thenSave<\/strong>Click.<\/li>\n\n\nReturn to the list and confirm that the data type is [Product] and the key matches Shopify. If the value count is not updated, wait for the Shopify product save and StoreCRM sync to finish, then reload.<\/li>\n<\/ol>\n\n\n\nRegister the same namespace and key as Shopify in StoreCRM with the data type [Product].<\/figcaption><\/figure>\n\n\n\nUse it as an audience condition in Campaign automation<\/h3>\n\n\n\n\nOn the create or edit page for Campaign automation, select the triggerAutomatically send when a product is published<\/strong>.<\/li>\n\n\nUnder Audience, selectCustomers who purchased from a collection specified by a product metafield<\/strong>.<\/li>\n\n\nunder [Product metafields that store collections], select the [Related collection] metafield registered in StoreCRM. You can select up to 20 product metafields.<\/li>\n\n\n For the first run, set the sending method toCreate as draft<\/strong>, save the rule, and run it manually from the rule details.<\/li>\n\n\nOnce the run history is 'Completed', open the created campaign, verify that the audience and products are as intended, and then enable the rule.<\/li>\n<\/ol>\n\n\n\nThis setting targets buyers of collections referenced by a product metafield.<\/figcaption><\/figure>\n\n\n\nWhat to check when the audience count is zero<\/h3>\n\n\n\n\nCheck if the \"Related Collection\" value is saved in the published product.<\/li>\n\n\n Make sure the namespace and key match exactly in Shopify and StoreCRM. Case, periods, and underscores are significant.<\/li>\n\n\n Check if the target data is set to \"Product\" in the StoreCRM metafield settings.<\/li>\n\n\n Confirm that the specified collection has not been deleted and that the products\/collections have been synced to StoreCRM.<\/li>\n\n\n Confirm that customers have purchased products in the specified collection. [No recipients] is a successful result when nobody matches.<\/li>\n<\/ul>\n\n\n\n\n7. Perform a final review before saving<\/h2> [Final review] before saving shows the rule name, content, sending method, and audience. Pay particular attention to the LINE message, immediate\/scheduled\/draft setting, and target segment. The final audience is determined at run time and may exclude customers based on consent or deliverability.<\/p>\n8. Enable the saved rule<\/h2>\n\n\n\n\nReview the entered settings, then clickSave<\/strong>Click.<\/li>\n\n\nAfter saving, open the rule details and recheck the trigger, delivery channel, email template or LINE message, sending settings, and audience.<\/li>\n\n\n For a draft rule, clickEnable<\/strong>and enable it on the confirmation screen. After it is enabled, the rule runs automatically when its configured trigger occurs.<\/li>\n<\/ol>\n\n\n\nCheck the contents of the draft rule and click \"Enable\" to start automatic execution.<\/figcaption><\/figure>\n\n\n\nFor a LINE rule, the details page shows the LINE delivery channel, selected LINE message, sending settings, and audience. Open the original message from the LINE message name link.<\/p>\nCheck the LINE message, sending settings, and audience in the rule details.<\/figcaption><\/figure>\n9. Edit, stop, or manually run a rule<\/h2>\n\n\n\n\nEdit<\/strong>: Edits a draft or stopped rule. Stop an enabled rule before changing it.<\/li>\n\n\nStop<\/strong>: Stops automated runs. While stopped, the rule does not run when its configured trigger occurs.<\/li>\n\n\nRun manually<\/strong>: Starts a campaign job using the selected email template or LINE message and the current conditions. For a product-triggered rule, select one product for the run. You cannot run multiple products at once.<\/li>\nConfirming a live send<\/strong>: Manually running an immediate or scheduled delivery rule sends to actual recipients, not to test recipients. Review the warning before clicking [Run]. A draft rule does not send anything.<\/li>\n<\/ul>\n\n\n\nCheck the settings in the rule details and stop or manually execute the rule.<\/figcaption><\/figure>\n\n\n\nSelect a product, confirm that this will send to actual recipients rather than perform a test send, and run the rule.<\/figcaption><\/figure>\n10. Review run results<\/h2>\n\n\n\n Under [Run history] in the rule details, check the campaign job's progress, audience count, created campaign, and any errors. Select [Open campaign] on a completed row to review the result.<\/p>\n
For a LINE rule, [Output] shows the sending status for LINE and the campaign. The snapshot count is the audience count determined at run time. Select [Open campaign] to review the LINE campaign and LINE message created for each run.<\/p>\nCheck the run history to see the target count, delivery channel, sending status, and campaigns created.<\/figcaption><\/figure>\n\n\n\n\nDisplay<\/th> Meaning and action<\/th><\/tr><\/thead> Accepted \/ Checking target products \/ Extracting audience \/ Generating content \/ Creating campaign<\/td> Processing in progress. Refresh to check progress.<\/td><\/tr> Completed<\/td> A campaign has been created. Select [Open campaign] to check its content, products, and audience.<\/td><\/tr> No recipients (completed successfully)<\/td> No campaign was created because there are no customers matching the criteria. This is not necessarily a configuration error.<\/td><\/tr> Checking target products (waiting for sync)<\/td> Automatically retries after products, variants, and collections finish syncing.<\/td><\/tr> Failed<\/td> Check the reason displayed in the row. Check the deleted, published, and synced status of products and collections, as well as the status of product tags, product metafields, and customer segments, and stop and edit rules as needed.<\/td><\/tr> Canceled<\/td> The run was canceled. If necessary, check the conditions and run it manually.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nRun history shows statuses such as Completed, No recipients, Waiting for sync, and Failed, together with an explanatory message.<\/figcaption><\/figure>\n\n\n\n\nCheck the product conditions and audience for the run<\/h3> Run history shows the trigger product, product tags and collections at run time, audience snapshot count, and created email or LINE campaign. Use [Review audience] and the output links to check the inputs and results for that run.<\/p>\nWhat to check if you cannot save<\/h2>\n\n\n\n\nCheck that all required fields are filled in, including the rule name, email template or LINE message for the selected channel, and the reference date and time for a recurring rule.<\/li>\n\n\n If you chose a specific segment, search for and select the segment.<\/li>\n\n\n If you want to select buyers from the same collection, specify the collection on the trigger side, and if you want to select buyers with the same tag, specify one or more product tags.<\/li>\n\n\n Enter 1\u2013365 days for restock recreation prevention, 1%\u2013100% for the price-change threshold, and an integer from 6\u201372 hours for a custom resend time.<\/li>\n\n\n If you are unable to obtain candidates for products, collections, product tags, and product metafield, check the communication and synchronization status and perform a \"reload\".<\/li>\n\n\n If you see a product tag that does not exist in the current product data, reselect an existing tag that has been synchronized.<\/li>\n<\/ul>","protected":false},"excerpt":{"rendered":"\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u81ea\u52d5\u4f5c\u6210\u3067\u306f\u3001\u6307\u5b9a\u3057\u305f\u65e5\u6642\u3084\u5546\u54c1\u306e\u516c\u958b\u30fb\u518d\u5165\u8377\u30fb\u4fa1\u683c\u5909\u66f4\u3092\u304d\u3063\u304b\u3051\u306b\u3001\u9078\u629e\u3057\u305f\u30e1\u30fc\u30eb\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u307e […]","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[148],"tags":[],"class_list":["post-5575","post","type-post","status-publish","format-standard","hentry","category-148"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/storecrm.com\/help\/en\/wp-json\/wp\/v2\/posts\/5575","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/storecrm.com\/help\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/storecrm.com\/help\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/storecrm.com\/help\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/storecrm.com\/help\/en\/wp-json\/wp\/v2\/comments?post=5575"}],"version-history":[{"count":15,"href":"https:\/\/storecrm.com\/help\/en\/wp-json\/wp\/v2\/posts\/5575\/revisions"}],"predecessor-version":[{"id":6405,"href":"https:\/\/storecrm.com\/help\/en\/wp-json\/wp\/v2\/posts\/5575\/revisions\/6405"}],"wp:attachment":[{"href":"https:\/\/storecrm.com\/help\/en\/wp-json\/wp\/v2\/media?parent=5575"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/storecrm.com\/help\/en\/wp-json\/wp\/v2\/categories?post=5575"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/storecrm.com\/help\/en\/wp-json\/wp\/v2\/tags?post=5575"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
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