Top 10 Automations for Shopify Stores
Automation is the quiet operator that boosts revenue, trims busywork, and keeps customers happy. Below are ten proven workflows you can ship fast. Where helpful, we included internal resources from StartExus for process design and documentation.
1) Abandoned cart recovery
Trigger email and SMS 30 to 60 minutes after a cart is abandoned. Use a 3 touch sequence with a dynamic cart block, social proof, and a time boxed incentive. Generate unique codes per session to track ROI cleanly.
2) Welcome flow + first purchase nudges
Send a tight 2 to 3 message welcome that sets expectations, highlights a signature product, and offers a gentle incentive on message 2. If the user clicks but does not buy, follow with a benefit focused reminder.
3) Post purchase upsell and cross sell
On the thank you page, recommend add ons based on the basket. Follow with an email 24 hours post checkout that offers one click add to order or a related bundle. Use conditional logic on AOV and product category.
4) Reviews and UGC capture
Request reviews 7 to 14 days after delivery. Offer photo or video bonuses. Auto publish 4 to 5 star reviews and route low ratings to support for recovery before they go live. Sync approved reviews to PDPs.
5) Back in stock + price drop alerts
Collect waitlist subscribers on out of stock variants. When inventory returns or price decreases, notify with urgency and limited quantity messaging. Use variant level webhooks to keep alerts accurate.
6) Low stock alerts and automated reordering
Set variant thresholds using safety stock and lead time. Trigger purchase order drafts to your supplier when the threshold is hit. Add seasonality multipliers so you do not overstock slow movers.
7) Win back and replenishment sequences
For consumables, schedule replenishment reminders at expected depletion intervals. For fashion or non consumables, trigger at 60, 120, and 180 days of inactivity with fresh arrivals and a limited time perk.
8) RFM segments and VIP loyalty
Auto tag customers by Recency, Frequency, and Monetary value. Give VIPs early access, priority support, and surprise gifts. Downgrade cold users and route into win back flows.
9) Fraud checks and order operations
Auto flag risky orders with rules like mismatched ZIP, multiple failed attempts, or proxy usage. Capture payment only after checks clear. Route exceptions to a review queue with SLAs.
10) Finance ops and analytics digests
Email a weekly snapshot with revenue, margin, ad efficiency, refund rate, and weeks on hand. Auto tag anomalies and attach a short narrative so leadership can act without logging into dashboards.
Launch plan in 1 week
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