Overview
This article will mainly introduce trigger types for Shopify, their triggering conditions and business scenarios
Necessary to learn
Below function introduction is applicable only to stores with Admin link as shopify.com
Before understanding below contents, you can have a full understanding of the concept of trigger, exit condition, trigger frequency, etc. in the automation flow, view automated marketing overview>>
In this article, you can learn
- Trigger for View pages
- Trigger for View products
- Trigger for Customer subscription
- Trigger for Add to cart
- Trigger for Enter checkout page
- Trigger for Order creation
Trigger for View pages
When customers view store's page other than the product listing page, the trigger will be hit. It is suitable for retaining customers who have entered your website and viewed your store pages but haven't place their orders
What are the filter conditions for this trigger?
- URL: filter the pages you've entered with specific URL for entering the flow
- Page type: product, product listing page, shopping cart, search result page, personal center
- utm_campaign
- utm_medium
- utm_source
Controlled object of trigger frequency
Customer's each page view in your store would trigger the flow for once, so we suggest you to configure the trigger frequency to limit customer's times of entering the flow in specific period of time, so as to avoid making customers enter the flow for many times and bothering them
View concept of trigger frequency>>
Exit condition
Set customer's condition for exit the flow and no longer executing following nodes. Normally we hope to guide customers to place their order, so we take number of orders in a specific period of time as the standard for exit, and thereby SmartPush supports below 3 exit conditions
- Number of orders within starting time period of flow
- Number of orders in the recent N days
- Cumulative number of orders
View concept of exit condition>>
Sending object
When we prepare to send emails or messages to our customers, we normally need to know their email addresses/mobile phone numbers, under this scenario, only email addresses/mobile phone numbers of those who have viewed your store and subscribed emails/SMS will be sent. If it's a normal visitor without leaving any subscription email address/mobile phone number, then this kind of customers could not be reached
Trigger for View products
It will be triggered when customers enter product listing page. It is suitable for retaining customers who have entered your website and viewed products but not placing their orders
When you choose to use the trigger for View products, you can match it with the section [Abandon products] in the email editor, which can display products viewed by customer. Sending those viewed products could increase the order conversions of customer. View description for abandoned product section>>
What are the filter conditions for this trigger?
- URL: filter the pages you've entered with specific URL to enter the flow
- utm_campaign
- utm_medium
- utm_source
- Product name: filter the product you've entered with specific name for entering the flow
Controlled object of trigger frequency
Customer's each page view in your store would trigger the flow for once, so we suggest you to configure the trigger frequency to limit customer's times of entering the flow in specific period of time, so as to avoid making customers enter the flow for many times and bothering them
View concept of trigger frequency>>
Exit condition
Set customer's condition for exiting the flow and no longer executing following nodes. Normally we hope to guide customers to place their orders, so we take number of orders in a specific period of time as the standard for that, and thereby SmartPush supports below 3 exit conditions
- Number of orders within starting time period of flow
- Number of orders in the recent N days
- Cumulative number of orders
View concept of exit condition>>
Sending object
When we prepare to send emails or messages to our customers, we normally need to know their email addresses/mobile phone numbers, under this scenario, only email addresses/mobile phone numbers of those who have viewed your store and subscribed emails/SMS will be sent. If it's a normal visitor without leaving any subscription email address/mobile phone number, then this kind of customers could not be reached
Trigger for Customer subscription
It will be triggered when customers subscribe through SmartPush pop-up window or in your store (subscription scenarios: store's footer, subscription at ordering, subscription ticked at registration, subscription in personal center, the contact subscription status tagged at importing)
It is suitable for sending welcome emails to your subscribed customers, so as to guide and encourage them to place orders or return for shopping
What are the filter conditions for this trigger?
- Specific form: it supports selecting valid form tasks created in SmartPush for triggering
- Subscription type: email, SMS
Controlled object of trigger frequency
Your customers could subscribe you then cancel the subscription, and then repeat those actions, so you can limit the frequency for customers to enter the flow
View concept of trigger frequency>>
Exit condition
Set customer's condition for exiting the flow and no longer executing following nodes. Normally we hope to guide customers to place their order, so we take number of orders in a specific period of time as the standard for exit, and thereby SmartPush supports below 3 exit conditions
- Number of orders within starting time period of flow
- Number of orders in the recent N days
- Cumulative number of orders
View concept of exit condition>>
Sending object
Send with email address/mobile phone number left by customer during subscription process
Trigger for Add to cart
It will be triggered when customers add products into the shopping cart. Both the Add to cart on product listing page or product collection page could trigger
What are the filter conditions for this trigger?
- Shopping cart value
- Product name
Controlled object of trigger frequency
Your customers could add multiple products into the shopping cart by once, while the trigger works by each time of adding products into the cart, so we suggest you to configure the trigger frequency to control the times of customers entering the flow
View concept of trigger frequency>>
Exit condition
- Enter checkout page: enter checkout page from shopping cart page to quit the flow
- Generate order: create an order for the shopping cart to quit the flow
- Number of orders within starting time period of flow
- Number of orders in the recent N days
- Cumulative number of orders
View concept of exit condition>>
Sending object
When we prepare to send emails or messages to our customers, we normally need to know their email addresses/mobile phone numbers, under this scenario, only email addresses/mobile phone numbers of those who have added products to shopping cart in your store and subscribed emails/SMS will be sent. If it's a normal visitor without leaving any subscription email address/mobile phone number, then this kind of customers could not be reached
Trigger for Enter checkout page
It will be triggered when there are contact email address/mobile phone number after entering the checkout page (if the email address/mobile phone number is not entered, it will not be deemed as an abandoned cart and triggered ). It is applicable for scenarios of abandoned cart recovery
What are the filter conditions for this trigger?
- Total amount
- Whether tick subscription
Exit condition
- Generate order from abandoned cart: this abandoned cart becomes an order to quit the flow
View concept of exit condition>>
Sending object
Contact email address/mobile phone number entered in checkout page
Trigger for Order creation
It will be triggered immediately once the order is created. It is suitable for scenarios for order notification, and additional purchases
What are the filter conditions for this trigger?
- Order value
Exit condition
- Number of orders within starting time period of flow
- Number of orders in the recent N days
- Cumulative number of orders
View concept of exit condition>>
Sending object
For orders with contact email address/mobile phone number entered, the subscription email address/mobile phone number would be obtained for sending in priority; if not, using the unsubscribed email address/mobile phone number to send
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