What is the Automation feature on Swipecart?

  • The Automation feature on Swipecart allows you to set some automated workflows for your app.

  • For instance, scheduling push notifications or abandoned cart popups.

  • This feature increases productivity and helps you to boost sales.

How to use the Automation feature?

  • Click on Automation in the sidebar of your Swipecart dashboard.

  • All the created automation is listed on the Automations page.

How to Create Automation

  • Click on Create Automation to create a new automation.

  • Type the title and description in the popup and click Submit.

  • It gets added to the Automation page.

How to set a trigger for automation

  • Click Add Trigger to add a trigger for the automation.

  • Triggers can be-

    • When a user is added to a segment

    • When a user adds something to the cart

    • When an order is placed

    • When the order status changes

  • Select any of the above triggers and click Apply Trigger.

  • The selected trigger is added to the created new Trigger.

How to add action to the trigger in Automation

  • Click on the + button to add actions to the trigger.

  • You can choose two actions-

    1. Delay

    2. Push notification

How to set Delay action for a trigger in Automation

  • Select any duration from the predefined drop-down or type in any custom duration in minutes/hours/days/weeks for the delay.

  • Check the Skip Weekends box if you do not want the action to be performed on weekends.

  • The delay time is now added in the Action section.

How to set Push notification action for a trigger in Automation

  • Select Push notification and click Next.

  • In the push notification popup, select the type-

    • Product

    • Collection

    • Abandoned Cart

    • URL

  • Select the product/ collection. Upload the image, and enter the title, discount value, and description.

  • Click Save

  • The push notification action is added under the Action section for that Trigger.

  • Repeat adding Delay and Push notifications to perform a series of automated actions for that specific trigger.

  • Click Save when complete. The trigger is now saved in the Automation list.

  • Activate the trigger by enabling the Active toggle switch.

That completes our Automation- Trigger & Action tutorial for Swipecart.

What's Next?๐Ÿค”

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