10 Must-Have Shopify Automation Workflows to Boost Sales in 2025

Shopify automation lets you arrange varied workflows which might be triggered based mostly on what prospects do in your Shopify retailer. For instance, you may arrange a set off to deploy a cart abandonment electronic mail sequence when a buyer abandons their purchasing cart.

Shopify advertising and marketing automation is without doubt one of the best methods to interact your prospects with out losing assets on guide interactions. It will probably additionally aid you generate extra income via automated workflows like upsells, cross-sells, and deserted cart recoveries.

This text will cowl ten necessary automation workflows each Shopify retailer wants and easy methods to set them up. However first….

What’s Shopify automation?

Shopify automation is using built-in or third-party instruments to automate varied repetitive duties, particularly associated to advertising and marketing and buyer engagement. Shopify offers an inbuilt automation platform that may aid you arrange automation workflows to interact patrons at totally different levels of the client journey. 

Nonetheless, these inbuilt advertising and marketing automation instruments have varied limitations, which push Shopify retailer house owners to combine apps from third-party suppliers. These Shopify automation applications assist superior focused electronic mail campaigns via tailor-made viewers segments, for instance. 

How does Shopify advertising and marketing automation work

Shopify automations use triggers you’ve set to ship particular electronic mail communications relying on person actions in your retailer. The platform enables you to construct customized automations and offers pre-built automation templates for a number of the most typical buyer communications. 

For instance, it has a prebuilt welcome electronic mail sequence, deserted cart restoration, deserted product browse, and first buy upsell automation templates. 

The automations begin with the precise set off you set. For instance, a welcome electronic mail sequence can be triggered when a brand new subscriber indicators up in your e-newsletter. An deserted cart electronic mail sequence can be deployed when a person abandons their cart as an alternative of finishing an order. You get the concept.

After the set off, you’ll set the situation which confirms that the person has taken the related motion. This situation can forestall embarrassing situations like sending a person a welcome email with a reduction once they’ve simply accomplished their first order. So, new customers who be a part of your electronic mail record after finishing their first order are excluded from the welcome sequence.

Lastly, you could have the motion. That is the place you specify the precise motion, i.e., the kind of electronic mail to be despatched when the fitting triggers and circumstances are met. Shopify offers a easy electronic mail editor the place you may write your emails, apply particular reductions, and share your best-selling merchandise. 

Here’s a visualization of the welcome automation workflow.

When you’ve turned on the workflows to activate them, you’ll be capable of monitor the efficiency of those automations from the admin dashboard below automations. You’ll be able to observe attain, classes, conversion charges, and gross sales from this dashboard.  

10 necessary Shopify automation workflows

Listed here are ten automation workflows it’s best to use to interact prospects and drive extra gross sales. 

1. Welcome electronic mail

Shopify’s inbuilt automation platforms will let you arrange three varieties of welcome electronic mail workflows. 

First, you may arrange an automatic electronic mail sequence workflow to welcome new subscribers. This workflow will include three emails, beginning with a heat welcome electronic mail providing a reduction. That electronic mail can be adopted by two brand-building emails. In case the client doesn’t make a purchase order out of your retailer after the three emails, a fourth reminder electronic mail can be deployed to remind the client of the welcome low cost. 

The second kind of welcome workflow makes use of each electronic mail and SMS. This workflow enables you to ship a number of emails and SMS messages to welcome new subscribers.

Lastly, you may arrange a easy welcome workflow that sends new subscribers just one electronic mail with a welcome low cost.

2. Deserted cart

Deserted cart restoration reduces the amount of cash your Shopify retailer loses from prospects who fail to finish their orders. This electronic mail workflow will observe customers who add merchandise to their carts however don’t take a look at. 

It’ll then deploy a sequence of emails to persuade the consumer to return and full their orders. The emails can embrace incentives, akin to reductions, to encourage prospects to put their orders. 

Alongside the abandoned cart email workflow, you can even arrange an deserted checkout workflow, which tracks consumers who add gadgets to their cart and proceed to checkout however abandon the method. 

3. Deserted product browse

This workflow tracks customers who browse gadgets in your retailer however don’t place any orders. The automation will have a look at the product web page the person visited and ship an automatic electronic mail associated to that product.

This automated electronic mail marketing campaign could be very efficient at boosting gross sales. It often consists of social proof and incentives like free delivery and reductions to extend gross sales.

4. First-purchase upsell

The primary-purchase upsell automation workflow is shipped a number of days after the client locations their first order. The workflow promotes different finest sellers in your retailer and will embrace particular reductions, flash gross sales, and presents. 

5. Put up-purchase thanks

Shopify’s post-purchase thank-you electronic mail is shipped after the client has accomplished their first and second orders. The e-mail thanks prospects for getting out of your on-line retailer. 

You can too use third-party electronic mail automation platforms to ask for product opinions via these thank-you emails. 

6. Again in inventory

The back-in-stock workflow notifies prospects that the merchandise they confirmed curiosity in have been restocked and at the moment are out there. 

7. Buyer winback

Buyer winback or customer reengagement campaigns goal earlier prospects who haven’t purchased something out of your retailer shortly. 

Shopify’s built-in winback workflow lets you goal prospects who haven’t made a purchase order in 60 days. Third-party apps can present extra flexibility as to what number of days the winback workflows must be deployed.

8. Birthday and anniversary emails

Third-party electronic mail advertising and marketing automation instruments can observe your prospects’ birthdays and key anniversaries (like once they first purchased from you) and deploy particular birthday and anniversary emails. 

Embrace unique reductions in these emails to make your prospects really feel particular. 

9. Product upsells and cross-sells

Shopify’s first-purchase upsell workflow sends an upselling electronic mail 14 days after a buyer’s first buy. 

Third-party automation apps provide extra flexibility for upsell and cross-sell campaigns. You’ll be able to create devoted upsell and cross-sell emails or embrace these presents inside present emails, like order confirmations and thank-you emails. 

10. Buyer suggestions requests

The client suggestions workflow is deployed a number of days after the client has acquired their order. The e-mail can request a product overview for the merchandise they purchased or general suggestions that can assist you improve the client expertise.

The right way to arrange Shopify automation 

Earlier than organising Shopify automation, you will have a minimum of the Primary Shopify plan. You could additionally set up the Shopify Circulation app and the Shopify Types app to make use of with workflows just like the welcome electronic mail automation. 

Now, comply with these steps to construct advertising and marketing automation workflows on Shopify:

Step 1: Log in to your Shopify account as an administrator after which navigate to Advertising and Automations.

Step 2: Click on the “Create Automation” button. 

Step 3: A number of pre-built automation templates will seem. Choose the suitable one or select to create a customized automation.

Step 4: When you’ve chosen the template, customise it by choosing the set off and circumstances. These will rely upon the automation marketing campaign you need to construct. For instance, a brand new subscriber signing up in your e-newsletter would be the set off in your welcome automation.

Step 5: Use the Shopify electronic mail editor to write down the automated electronic mail. 

Step 6: Click on “Flip On Workflow” to activate the automation.

Greatest Shopify advertising and marketing automation apps

Third-party advertising and marketing automation apps aid you tailor your interactions and advertising and marketing efforts based mostly on buyer habits. A few of these apps additionally unlock extra functionalities like internet push notifications, stay chats, and touchdown web page builders. 

Here’s a breakdown of the six finest apps for advertising and marketing automation on Shopify.

1. GetResponse

GetResponse is a advertising and marketing automation platform with a seamless one-click integration with Shopify. You’ll be able to install the GetResponse app from the Shopify app retailer and begin creating your automation workflows immediately. 

The GetResponse and Shopify integration lets you import information like buyer data, product catalog, buyer’s order data, and the websites they go to. You’ll be able to then use this buyer information to construct personalised automation workflows.

For instance, GetResponse enables you to observe and phase prospects based mostly on their buy historical past. The platform will then goal these prospects with related electronic mail product suggestions to spice up gross sales.

Our platform may ship personalised product suggestions based mostly on particular person preferences as implied by the product pages a person browses.  

In truth, Eveline Cosmetics used GetResponse’s Max to arrange highly effective electronic mail advertising and marketing campaigns with superior automations. The sweetness retailer generated $13,000 in gross sales in a single month from one electronic mail marketing campaign. Product suggestions value $7,000 have been added to the cart via this electronic mail marketing campaign.

You’ll be able to learn more about the case study here. 

The GetResponse Shopify app provides you entry to a lot of customizable electronic mail templates, too. We now have templates for varied automation campaigns like cart abandonment, upselling and cross-selling campaigns, buyer re-engagement, post-purchase follow-ups, Thanksgiving, and Black Friday, amongst others. 

You can too use the info out of your product catalog to create gross sales funnels, in addition to observe your finest sellers and use them in your product advice emails.

Key options

• Comes with AI suggestions that may predict purchasing habits and determine upselling and cross-selling alternatives
• Helps key transactional emails like order affirmation, delivery affirmation, supply affirmation, password reset, and account notifications
• Helps advertising and marketing efforts throughout different channels past electronic mail, like SMS, push notifications, touchdown pages, and paid advertisements.
• Helps you handle promo codes conveniently and get a devoted IP to optimize electronic mail engagement and deliverability.
• Intuitive drag-and-drop electronic mail editor for sooner electronic mail creation.

Pricing

GetResponse has a free plan, but it surely limits you to solely 500 contacts. This plan additionally has restricted eCommerce options. You’ll get extra worth upgrading to our eCommerce bundle, which prices $119/mo for 1,000 contacts. This plan provides you entry to limitless electronic mail sends, deserted cart restoration, product suggestions, transactional emails, internet push notifications, and income stories. You’ll be able to strive the plan at no cost for 30 days. 

For giant shops, the GetResponse Max provides you most efficiency with options like devoted IP, customers & position administration, and precedence assist and onboarding. This plan prices $1,099 monthly.

2. Klaviyo

Klaviyo is a well-known advertising and marketing platform that can be built-in together with your Shopify retailer. The platform helps advertising and marketing throughout a number of channels, together with electronic mail, SMS, and WhatsApp. 

Klaviyo’s automation options assist key campaigns, together with value drop alerts, back-in-stock notifications, deserted cart reminders, and welcome emails. 

Key options

• Straightforward-to-use electronic mail editor with a good number of templates.
• Permits you to use historic and real-time buyer information to create AI-powered triggers and buyer segments.
• Delivers real-time information on income per automation, marketing campaign, or phase.
• Helps you construct interactive varieties and popups to seize electronic mail addresses.

Pricing

Klaviyo presents a free plan that helps as much as 250 contacts and 150 SMS/MMS credit. Paid plans begin at $45 monthly for electronic mail campaigns. This plan helps as much as 15,000 emails. This can be a important distinction from GetResponse, the place pricing is just based mostly in your contact record measurement. Klaviyo pricing varies based mostly on each the dimensions of your contact record and the variety of emails you ship. 

3. Omnisend

Omnisend is one other massive title within the electronic mail advertising and marketing business. The platform helps the advertising and marketing automation of each electronic mail and SMS advertising and marketing campaigns that can assist you attain prospects the place they’re. You can too set up the Omnisend app instantly from the Shopify app retailer. 

The app helps you construct your electronic mail record via sign-up varieties and pop-ups. It additionally presents a touchdown web page creator and pre-built electronic mail templates. 

Omnisend helps varied eCommerce advertising and marketing automation workflows to get rid of guide duties and save time. A few of these workflows embrace deserted cart restoration, follow-up emails, and welcoming new subscribers. 

Key options

• Comes with prebuilt workflows and automations
• Skilled electronic mail templates for Shopify email marketing
• Sensible viewers segmentation solutions
• Helps automated A/B testing

Pricing

Omnisend’s free plan helps as much as 250 contacts and 500 emails monthly. Although the free plan comes with prebuilt workflows and automations, the cap on contact record and electronic mail sends makes it ideally suited for a small enterprise. 

Meaning you’ll have to improve to the paid plans, which begin at $16/month. This lets you ship 6,000 emails monthly, however your contact record measurement is capped at 500. You’ll have to spend a minimum of $59/mo to achieve 2,500 contacts and ship limitless emails. 

4. Mailerlite

Mailerlite’s advertising and marketing automation platform lets you reply to each buyer motion on time. The platform tracks buyer habits in your web site, like submitting a kind, becoming a member of your e-newsletter, and even the hyperlinks they click on in your emails. It then makes use of that information to ship personalised emails to nurture leads via the client journey. 

Mailerlite additionally helps multi-trigger automation, the place you need to use as much as three totally different triggers to deploy the identical workflow. 

Let’s say you need to construct a workflow that targets customers who present curiosity in a product however haven’t purchased it. You’ll be able to create two totally different triggers to activate this workflow. One set off could be for prospects who add gadgets to a want record. The subsequent could be for prospects who browse and abandon the location.  

Multi-trigger automations add effectivity and might help you keep away from automation overlaps. 

Key options

• Let’s you A/B take a look at as much as 3 workflows
• Integrates with Shopify, WooCommerce, Stripe, WordPress, and Make to energy your automations.
• Gives automation historical past, the place you may view and restore previous workflows.

Pricing

Mailerlite offers automation options on its free plan, however with limitations. For instance, you get very restricted electronic mail automation templates on the free plan. Even the low-tier ‘Rising Enterprise’ plan has restricted templates.

You’ll have to spend $27/mo (for 1,000 electronic mail contacts) on the Superior plan to entry limitless electronic mail automation templates and the multi-trigger automation function.

5. Mailchimp

Mailchimp helps eCommerce automations throughout a number of channels, together with electronic mail, SMS, cellular push notifications, and social media. The platform offers greater than 60 prebuilt automation workflow templates. This consists of workflows for standard eCommerce campaigns like welcome sequence, cart abandonment, and back-in-stock notifications. 

Mailchimp additionally presents transactional providers, which aid you automate transactional emails, akin to order confirmations, delivery and supply confirmations, and password resets. 

Like GetResponse, Mailchimp’s transactional electronic mail service is obtainable as an add-on you pay for individually. You’ll want both the Normal or Premium Mailchimp plan so as to add the transactional emails service. 

Key options

• Mailchimp’s Marketing campaign Supervisor helps you handle campaigns throughout totally different channels in a single place.
• Personalize emails routinely via dynamic content material
• Helps automated personalised retargeting campaigns based mostly on customers’ actions in your web site.
• Helps over 300 integrations

Pricing

Mailchimp’s fundamental automation options are accessible from the most cost effective Important plan, which prices $13/mo for 500 contacts. This plan helps as much as 4 automation circulation steps. 

The Normal plan offers one of the best worth. It accommodates as much as 200 circulation steps and consists of predictive segmentation, superior segmentation, and behavioral focusing on. This plan prices $45/mo for 1,500 contacts. 

6. Brevo

Brevo is one other platform that helps cross-channel advertising and marketing automations. You should utilize it to automate your SMS, electronic mail, and WhatsApp campaigns. 

The automation instrument includes a easy drag-and-drop editor the place you may customise the automation workflows. It offers a good number of pre-made templates to hurry up your workflow creation course of. You’ll even have the choice to construct your personal workflows from scratch with customized triggers and circumstances.

Brevo automates lead scoring and product suggestions as nicely. 

Key options

• Helps superior segmentation based mostly on actions like marketing campaign interactions.
• Integrates with 150+ eCommerce, CMS, and CRM instruments
• Affords AI-powered predictive electronic mail sending
• Helps dynamic electronic mail content material

Pricing

Automation options can be found on Brevo’s free plan. Nonetheless, your contact record is restricted to 2,000 emails. You’ll want the marketing strategy, which begins at $16.17/mo, to run limitless automation campaigns. That value accommodates solely 500 contacts and 5,000 month-to-month electronic mail sends.

You’ll pay $35/mo to ship 10,000 emails to 1,500 contacts. This additionally provides you 500 credit for push notifications. 

That’s one of many key variations between Brevo and our platform, GetResponse. Brevo’s pricing will at all times fluctuate based mostly on the contact record measurement and month-to-month electronic mail sends. GetResponse provides you limitless month-to-month electronic mail sends. The value tag is predicated solely in your record measurement.

In closing

Shopify automation lets you automate vital but repetitive advertising and marketing duties in order that your on-line retailer can generate gross sales on autopilot. Past decreasing guide effort, investing in highly effective Shopify advertising and marketing automation software program helps you have interaction prospects at key factors of their journey. 

The GetResponse app might help with transactional emails, for instance. These emails preserve prospects knowledgeable about their orders and account actions. 

Automation apps additionally present extra advertising and marketing capabilities like touchdown web page builders, internet push notifications, and pop-up and kind builders. Plus, they assist giant shops via options like devoted IP addresses and person and position administration.

Begin by figuring out the automation workflows your retailer wants. The record of the ten essential automation workflows we’ve shared above is an efficient place to start out. Then, determine the fitting advertising and marketing automation software program to construct and deploy these workflows.