Step-by-step instructions for creating automations with WiseAMS.
1. Go to automation management from the system admin side:
→ AMS
2. Create a new automation by clicking:
→ Create new
3. Select where you want to create the automation and what will trigger it.
After making your selection, click the "Next" button.
4. Name the automation and add a short description so that it is clear what the automation does.
5. Add a condition for the automation by clicking:
→ Add condition group
Select a suitable condition for the automation and click the "Save" button.
6. Add an action for the automation, meaning what happens after the customer has purchased, for example, a one-time visit.
You can add an action by clicking the + button.
7. In this example, the automation is set to send an email to the customer after they have purchased a one-time visit.
The message can either be created directly in the automation tool or by using an existing email template.
8. Create the message and select the created target as the recipient:
"Order → Subscriber → Email".
Finally, click the "Set" button.
9. Save the changes and activate the automation by clicking:
→ Save changes
→ Enable
1. Both active and stopped automations can be edited.
You can edit an automation by clicking its name.
2. Select the section you want to edit and click the pencil icon next to it.
You can also extend the automation and add a new action by clicking the + button.
1. Go to the "Stopped" tab.
2. Select the automation you want to reactivate and click the three dots next to it. Then click:
→ Set as active
