SmartPush Automation Flows support a variety of trigger types to help you respond to customer actions automatically.
| Note: This article is for SHOPLINE merchants only. |
In This Article
Smartpush Triggers
Each trigger comes with different filter criteria and exit conditions. The table below outlines the available triggers and their configurations.
| Trigger | Trigger scene description | Filter criteria | Exit conditions | The trigger's sending object |
| Order creation | Triggered once the order is created. That is, order status = Processing |
1. Order amount 2. Product name (matched based on the product name in the order) 3. Order source: There are three options in total, as follows: a. Online store (including admin, shop, sc, mc, sc_manual_order, post) b. Physical store (including SmartOMO, POS) c. Others (open api, import) |
Number of orders within a certain period of time (check whether the orders generated by the corresponding user within a certain period of time are within a certain range) 1 Time options: a. From the beginning of the process to the present (trigger time) b. The last N days (N ranges from 1 to 30 days, following the store time zone) 2 operation options: equal to, not equal to, greater than or equal to, less than or equal to |
Get the email/mobile phone number of the person who placed the order |
| Order completed | Triggered when the order is completed. i.e. Order Status = Completed |
1. Order amount 2. Product name (matched based on the product name in the order) 3. Order source: Same as the order source option of [Order Creation] |
1. Number of orders within a certain period of time (same as above) 2. Complete the order evaluation (check whether the order that triggered the trigger has completed the order evaluation) |
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| customer subscription |
The following two scenarios will trigger: 1. When the subscription is checked in the member center, the subscription is triggered 2. When "I accept to receive.." is checked in the order path, the subscription is triggered 3. When importing the list in the store, fill in [Y] in the "I" column to accept discount promotions, and fill in the email address in column B or fill in the mobile phone number in columns C and D. The subscription is deemed to be successful and will be triggered (refer to Import list description document) |
Subscription type: There are two options in total: Email and SMS
Targeted receipt of email or SMS subscription triggers |
Number of orders within a certain period of time (same as above) | The email/mobile phone number filled in by the customer when subscribing |
| Sign Up |
The following two scenarios will trigger: 1. Triggered when a customer registers as a member in the store 2. Triggered when the order path is checked to become a member 3. When importing a list in the store, fill in "Y" in the "H" column, which means that the user is a member, and it will be triggered (refer to the import list description document) |
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1. Number of orders within a certain period of time (same as above) 2. Complete the subscription (check whether the user has a subscription, and the email/SMS subscription will be calculated equally) 3. Receive member information rewards (check whether the user has received member information rewards) |
Email/mobile phone number filled in when registering as a member |
| Event Triggers | Triggered by events from integrated apps such as Subscription Commerce or Member System. For example, a subscription plan renewal or membership tier upgrade. | Depends on the event and app (e.g., plan type, user level). | Depends on event type; commonly based on user actions or time-based filters. | Contact linked to the event (email or phone number) |
| Sync Leads from Meta Ads | Triggered when a new lead is received through a Meta (Facebook/Instagram) Lead Ad form. |
Ad campaign or form name Lead source |
Based on time range or number of leads submitted by the same contact (optional) | Lead's email or phone number |
Filter Conditions: "AND" & "OR" Logic
You can combine multiple filter criteria using AND (must meet all) or OR (meet at least one) logic, depending on how strictly you want to narrow your target audience for the trigger.
Enhancing Order-Based Messages with Dynamic Content
When using Order Creation or Order Completion as triggers, you can enhance your messages by leveraging the following two features to meet specific business needs:
- Display order details using the Order Information Block
Use this content block to dynamically insert order details into your email. For example, if you want to send a real-time order confirmation, simply add the Order Information Block to your email content. During automation, SmartPush will automatically populate the block with the customer’s order data.
- Redirect customers to the order details page using the URL variable
Add the OrderURL variable to buttons or links in your email or SMS content to guide customers directly to their order details page. For instance, if you want to encourage customers to track their order or view purchase info, inserting this variable will ensure each recipient receives a personalized link tied to their specific order. Learn how to use the Customizable variables
For a deeper dive into configuring automation flows, explore our full Introduction to Automation Process Guide
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