Automation Rules

Simple examples of automation rules include sending an email if an order has specific SKUs, or to set a shipping method based on matching zip codes.

An automation rule is defined by triggers (the matching criteria for an order) and actions (what is applied to an order that matches the defined triggers).

Tip: Automation rules run sequentially from top to bottom. You can prioritize automation rules by rearranging their sequence.
So, in our example here, we want to set Insurance for any orders that are shipped outside of the US.

As you can see, we've called our "International Orders - Add Insurance". Because you can create multiple automation rules, it's always helpful to explain in the name what each automation rule is doing.

Next up, we've chosen the trigger that will match orders where the shipping country is not the US.

Then we choose the action, which is simple to set the insurance to on.

A Note on Lists
There are triggers where you want to match against a list of items, the best example we see commonly used is a rule setting a shipping method based on an order matching a zip code in a list of zip codes.

Lists enable you to manage a number of values (such as a list of zip codes).

You can add as many triggers and actions as you want to your automation rules.

The available triggers are:

  • Shipping Name
  • Product Weight
  • Country
  • State
  • Subtotal
  • Store Name
  • SKU
  • Zip code
  • Shipping Price
  • Sales Tax
  • Shipping Method
  • Shipping Carrier
  • Product Name
  • Order Tag
  • USPS Zone
  • Shipping and Billing Address1 Match
  • Shipping and Billing Zip Match
  • The Address of the Order
  • The Email Address on the Order
  • The Profile of the Order

The available actions are:

  • Set Shipping Method
  • Set Priority Flag
  • Set Insurance
  • Set Fraud Hold
  • Add Warehouse Note
  • Set Gift Invoice
  • Add Order History
  • Set Profile
  • Send Email
  • Set Order Tag
  • Add a SKU
  • Set Address Hold
  • Set Payment Hold
  • Set Operator Hold
  • Delete all instances of a SKU
  • Delete one unit of a SKU
  • Set a Custom Order Status (Learn about Custom Order Status Options)

Please note, automation rules are only applied to orders that are placed after the automation rule has been created, and are not applied retroactively to existing orders.