Knowledgebase: Orders
How do I use Automation Rules?

With 3dcart's Automation Rules feature, you can specify automated actions that will be applied to orders when they meet conditional requirements which you set. Orders meeting your pre-defined requirements can then be made to apply certain actions such as:

  • Initiating an Autoresponder email campaign
  • Assigning the customer to a specific customer pricing group
  • Flagging the orders a specific color in your order manager
  • All of the above

Here are just a few situations where automation rules can apply.

  • Example 1
    Automatically assign your customers to a special autoresponder email campaign when their orders reach a pre-defined amount. For example, single orders totaling over $500 can automatically be assigned special follow-up emails after the order is shipped. These autoresponder messages can range anywhere from special thank you notes thanking them for their business or even special promotions and coupons to encourage them to purchase more!
  • Example 2
    Automatically place customers into a special pricing group when they order a specific product. For example, a gold membership card that gives them access to a preferred members pricing group. When the order for this product is fulfilled, your automation rules automatically assign the customer to your predefined group.
  • Example 3
    Flag specific orders with a color designation within your 3dcart order manager so that they're easier to see. For instance, an order that is placed by a member of specific customer group can automatically be flagged in a red color to help you identify these orders more quickly in the order manger.

Configuring your Automation Rules

To configure your Automation Rules, log into your 3dcart Online Store Manager. Once there, use the left hand navigation menu to:

  1. Go to Modules
  2. Use the search bar at the top of the page and search for "AutoResponder"

This action will locate and open the AutoResponder module for you. Within the module, you will see a checkbox and two additional features.

  1. Locate "Automation Rules" and click on its "Change Settings" link
  2. Next, look to the top right of the following page and click on the "+Add Rule" button
  3. Provide a name for your new rule and click "Save" to add it.

The rule will be created, but it will not yet be enabled. This is because you will need to fine tune it first.

  1. Specify your automation rule settings as needed, followed by your automation tasks.
    (See Reference*)
  2. Then, look to the top right of the page and click "Save" to commit your changes
  3. Lastly, be sure to click the "Enable Now" button to complete your configuration.

Note
If you are creating an Automation Rule for an Autoresponder campaign; please be sure to have the campaign created, populated with email messages and ready for use before assigning a rule for it.


*Reference
The following will illustrate the individual options available when creating your automation rules and tasks.

The Automation Rules set up is comprised of three parts:

  • Rule Name
    This is the specific name of your rule. You may change it as needed.
  • Automation Rules
    These will be the parameters that the order must meet in order to apply for the automation.
  • Automation Tasks
    These define the individual actions that will be applied to the orders when the rules are met

Here, we will list the configuration options available to you.

Automation Rules settings

  • Automation Rules
    These will be the parameters the order must meet in order to apply for the automation.
    • Rule Name
      This is the specific name of your rule. You may change it as needed.

Automation Rules
The first half of this page will contain the actual Rules you need to specify. Orders must meet the requirements set in this section in order to trigger the tasks specified in the second half.

    • Order Status
      Select which order status triggers your rule. When the order is actively moved to this status, the rule will initiate.
    • Customer Group
      When an order is placed by a member of this customer group, the automation will be triggered.
    • Shipping Method
      When an order is placed using the shipping method selected here,
    • the automation will be triggered.
    • Distributor
      If the order includes products from a specific distributor selected in this drop down, the automation will trigger.
    • Payment Method
      Select the payment method that you would like to specify for the trigger
    • Order Amount (min. max.)
      Orders within this range will initiate automation.
    • Products
      Here you can select up to five items that - when purchased - will trigger the automation task.

Additional Information
When using the products trigger function, if multiple items are selected, those multiple items will need to be present in the cart in order for the automation task to trigger. In other words if you create the automation rule for three items in the products list, those three items will need to be in the order.

  • Automation Tasks
    These will be the individual actions that will get applied to the orders when the rules are met.
    • Add Email to Autoresponder
      Orders meeting the above rules will have their email addresses added to this autoresponder
    • Assign to Customer Group
      Users placing orders that meet the above rules will have their accounts moved to this tasks customer group.
    • Flag Order
      Orders meeting the above rules will be flagged with a specific color in the 3dcart order manager.
      Automation Rules Listing
    • Change to Order Status
      Orders meeting the above rules will be moved to a specific status in the 3dcart Online Store Manager.

After creating the automation rules, you can view and edit them simply by navigating to your Automation Rules page in the Store Modules section.



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