Create marketing automation

You can easily create automation workflows using system-provided templates or by customizing them to suit different marketing scenarios, improving customer reach and conversion rates.

Start the creation process

1. Log in to your Genstore merchant admin.
2. Go to Marketing -> Marketing automation.
3. Click on Create marketing automation in the top right corner.

You’ll be taken to the template selection page.

Select a workflow template

On the template page, you can browse and select a workflow template that fits your business needs, including:

• Recover abandoned checkout: Automatically sends a reminder email after the customer abandons their checkout, helping to increase order conversion rates.
• Recover abandoned cart: Sends a reminder to customers who added items to their cart but didn’t complete the purchase, encouraging them to complete their order.
• Convert abandoned product browse: Sends product recommendations to customers who browsed items without adding them to their cart, driving interest and conversions.
• Welcome new subscribers: Sends an automatic welcome email to new customers after registration, promoting their first purchase.
• Thank customers after they purchase: Sends a thank-you email and discount code to customers after making a purchase, encouraging repeat purchases.
• Invite for product comment: Automatically invites customers to leave a review after their order is shipped, boosting product credibility.

Click any template to enter the workflow canvas, where you can view and modify the default logic.

Customize the workflow structure

To create a custom workflow from scratch:

1. Go to Marketing -> Marketing automation.
2. Click Create marketing automation.
3. Customize the following workflow components based on your needs:
   • Trigger event: Set when the workflow should start (e.g., "Customer abandons checkout" or "Customer successfully registers").
   • Condition check: Add conditions such as "Is the order amount greater than 0?" or "Has the customer completed the purchase?"
   • Wait time: Set delays between actions, such as "Wait 10 hours before proceeding."
   • Action: Define what actions should be taken (e.g., "Send email").

You can freely combine these modules to build a personalized workflow logic that aligns with your business objectives.

Edit the email content

If your workflow includes an email node, you’ll need to set up the email content. Follow these steps:

1. Click on the Send marketing email node to open the editing page.
2. Set the email subject and preview text.
3. Click Edit to customize the email body, including product information, checkout buttons, brand elements, etc.
4. Click Send test email to preview the email and ensure everything looks correct.
5. Once confirmed, click Set as active to activate the email. The system will automatically check the email configuration before activation and provide prompts for any necessary corrections.

Activate the workflow

Once you’ve finished setting up the workflow:

1. Click Activate in the top right corner to launch the workflow.
2. The system will verify that the workflow logic is complete before activation. If there are any issues, it will prompt you to make corrections.
3. After activation, the workflow will begin monitoring customer behavior in real time and execute tasks automatically according to your settings.

Manage the workflow

Once the automation workflow is created, you can:

• Monitor in real time: Track key metrics such as sessions, conversion rates, order counts, and revenue to measure the performance of the workflow.
• Edit the workflow: Adjust settings, content, and strategies based on feedback from performance metrics to optimize results.
• Pause or activate: You can pause or activate the workflow at any time, making it flexible to adapt to market changes.
• Delete the workflow: If a workflow is no longer needed, you can delete it and confirm the action.