SSA — SSA example
Tag customers who paid sales tax on their orders
Who is this automation for? In the USA, currently sales tax is only collected if shipping items to places within the same state where you have physical locations. If you have a location in Virginia, you only collect sales tax from those that buy within your state. You then have to submit those sales taxes to your state. This automation is right for you, if you have to manually tag all customers who make a purchase from your state to be able to sort out sale taxes for quarterly submission. How it works? The automation conditions should be If 1: order is created If 2: order has sales...
Auto-reminder to customers who have unpaid orders
How to create an automation to reminder customers about their unpaid orders? You could achieve this by creating a daily automation to send reminder emails to customers with their unpaid order info. Here is the step by step guide, Create a new rule by clicking the "Create New Automation" button in the App Define the conditions Select the condition "time of day is" from the dropdown Input the time of day that you would like to receive the sales report Define the actions Select action "send customer reminder email for their not paid orders" from the dropdown Defined the...
Daily sales report
How to create an automation to get today sales everyday? You could achieve this by creating an automation to send your email everyday with sales info for the last 24 hours. Here is the step by step guide, Create a new rule by clicking the "Create New Automation" button in the App Define the conditions Select the condition "time of day is" from the dropdown Input the time of day that you would like to receive the sales report Define the actions Select action "send email of last 24 hours sale" from the dropdown Input the recipients, email subject,...
Tag VIP customers
How to create an automation to tag customer as VIP after they spent more? You could achieve this by creating an automation to tag the customer as "VIP" after they spend a defined amount of money cumulatively. Here is the step by step guide, Create a new rule by clicking the "Create New Automation" button in the App Define the conditions Select the condition "A Customer has made an order" from the dropdown Click the "Add Condition" button Select the "customer lifetime total spent reached" from the dropdown as the 2nd condition Input the money amount, we use 1000 as an example....
High risk order detection
How to create an automation to get an email when a high risk order is created? You could achieve this by creating an automation to send you an email whenever a high risk order is created. You could set to include the order, risk report, and customer info in the email as well. Here is the step by step guide, Create a new rule by clicking the "Create New Automation" button in the App Define the conditions Select the condition "Order is Created" from the dropdown Click the "Add Condition" button Select the "Order is a High Risk Order" from the...