Supercharge Your Marketing with Shopify's New Automations

Supercharge Your Marketing with Shopify's New Automations

Table of Contents

  1. Introduction
  2. What are Automations?
  3. Benefits of Automating Marketing Tasks
  4. The Five New Marketing Automations in Shopify
    1. Welcome New Subscriber
    2. First Purchase Upsell
    3. Customer Win Back
    4. Create Your Own Custom Automation
    5. Third-Party Automations
  5. Setting Up Automations in Shopify
  6. Tips for Effective Marketing Automations
  7. Pros and Cons of Marketing Automations
  8. Conclusion


Marketing tasks are crucial for business growth but can be time-consuming and repetitive. In this article, we will explore the concept of automations and how they can help you reclaim your time by automating common marketing tasks. We will specifically focus on the five new marketing automations introduced by Shopify, a popular e-commerce platform. By using these automations, you can streamline your marketing efforts and ensure they continue working for you day and night.

What are Automations?

Automations are pre-set actions that eliminate the need for manual intervention in marketing tasks. By setting up specific conditions and triggers, you can automate repetitive processes and deliver personalized experiences to your customers. Instead of individually sending emails or discounts, automations can do it for you based on customer behavior or predefined rules.

Benefits of Automating Marketing Tasks

Automating your marketing tasks offers several advantages:

  • Time-saving: By automating repetitive tasks, you free up your time to focus on more strategic aspects of your business.
  • Consistency: Automations ensure that your marketing efforts are consistent and accurately executed every time.
  • Personalization: You can deliver personalized experiences to your customers by automating targeted messages based on their behavior.
  • Increased sales: With timely and relevant communication, automations can effectively drive conversions and upsells.
  • Improved customer retention: By automating win-back emails or offers, you can re-engage customers who haven't made a purchase in a while.

The Five New Marketing Automations in Shopify

Welcome New Subscriber

The Welcome New Subscriber automation enables you to email a discount code to new subscribers. This eliminates the need to learn and integrate with third-party email marketing tools. With just a few clicks, you can set up this automation within your Shopify dashboard. Currently, this feature only works with the email signup form in your store footer.

First Purchase Upsell

The First Purchase Upsell automation triggers after a customer makes their first purchase. It waits for a specified amount of time (default is 14 days) before sending an email with additional product offers to the customer. Shopify provides a default template and recommends adding a time-sensitive discount code to entice customers and create a sense of urgency.

Customer Win Back

Similar to the First Purchase Upsell automation, the Customer Win Back automation waits for a certain amount of time after a customer makes a purchase. Once that time has elapsed (you can set the duration), it sends an email with a discount code to encourage the customer to make another purchase. The provided template is visually appealing and includes a nicely formatted "Apply Discount Code" button.

Create Your Own Custom Automation

With the Create Your Own Custom Automation option, Shopify allows you to streamline your tasks and save time by automating specific actions based on your unique requirements. For instance, if you typically send an email when a refund is created, you can automate this process, ensuring that your customer receives an email automatically.

Third-Party Automations

Shopify also supports third-party automations through various apps. You can set up automations for email, SMS, and ads, leveraging the capabilities of these third-party tools. If you want a tutorial on setting up any of these automations, leave a comment below to let us know.

Setting Up Automations in Shopify

To set up automations in Shopify, follow these steps:

  1. From your Shopify dashboard, click on "Marketing" and then "Automations."
  2. Click on "Create Automation" to begin setting up a new automation.
  3. Choose from the available automations listed.
  4. Customize the automation by specifying triggers, conditions, and actions based on your requirements.
  5. Save and activate the automation to start automating your marketing tasks.

Tips for Effective Marketing Automations

To ensure your marketing automations are effective, consider the following tips:

  • Segment your audience: Create targeted automations based on customer segments to deliver personalized messages.
  • Experiment and optimize: Continuously monitor the performance of your automations and make adjustments to improve results.
  • Test different timings and content: Experiment with timing and content variations to find what resonates best with your customers.
  • Stay compliant: Adhere to data protection regulations and obtain necessary permissions before sending automated messages.
  • Keep an eye on metrics: Regularly analyze key metrics to evaluate the success of your automations and make data-driven decisions.

Pros and Cons of Marketing Automations

Marketing automations come with their own set of pros and cons, including: Pros:

  • Time-saving and increased efficiency.
  • Consistent and personalized customer experiences.
  • Potential for improved sales and customer retention.
  • Scalability for growing businesses. Cons:
  • Initial setup and learning curve.
  • Possibility of automation errors or miscommunication.
  • Need for ongoing monitoring and optimization.
  • Possible loss of personal touch in customer interactions.


Automating your marketing tasks can save you valuable time and improve the effectiveness of your campaigns. Shopify's five new marketing automations offer a convenient way to streamline your efforts and deliver personalized experiences to your customers. By taking advantage of these automations and following best practices, you can boost sales, save time, and enhance customer satisfaction. Experiment, optimize, and let automations work for you day and night.


  • Learn how to automate your most common marketing tasks with Shopify's new marketing automations.
  • Five new automations: Welcome New Subscriber, First Purchase Upsell, Customer Win Back, Create Your Own Custom Automation, and Third-Party Automations.
  • Set up automations within your Shopify dashboard with just a few clicks.
  • Benefits of automating marketing tasks: time-saving, consistency, personalization, increased sales, and improved customer retention.
  • Tips for effective automations: segmentation, experimentation, testing, compliance, and metrics analysis.
  • Pros and cons of marketing automations: time-saving and efficiency, personalized experiences, potential for improved sales, initial setup and learning curve, possible errors, ongoing monitoring, and loss of personal touch.
  • Save time, enhance customer satisfaction, and boost sales by leveraging marketing automations.


Q: Can I use the Welcome New Subscriber automation for different signup forms? A: Currently, the Welcome New Subscriber automation only works with the email signup form in your store footer.

Q: How long does the First Purchase Upsell automation wait before sending the email with product offers? A: By default, it waits for 14 days, but you can customize this duration to fit your requirements.

Q: What kind of automations can I create with the Create Your Own Custom Automation option? A: You can automate specific actions, such as sending emails when refunds are created or triggering actions based on other events in your store.

Q: Can I integrate third-party tools for automations in Shopify? A: Yes, Shopify supports third-party automations for email, SMS, and ads. You can set up these integrations to expand the capabilities of your automations. If you need a tutorial on setting up any specific third-party automation, let us know in the comments.

Q: How can I measure the success of my marketing automations? A: Regularly analyze key metrics such as open rates, click-through rates, conversion rates, and customer re-engagement rates to evaluate the performance and impact of your automations. Make data-driven decisions based on these metrics to optimize your automations.

Q: Do marketing automations completely replace manual marketing efforts? A: While automations can save time and streamline processes, it's important to maintain a balance between automated and manual interactions. Personalized human touch can still play a crucial role in building meaningful customer relationships. Automations are best used to enhance and complement your overall marketing strategies.

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