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Understanding advanced automations for Shopify in Wati

Updated today

Summary

Shopify Advanced Automations in Wati allow merchants to automatically send the right message to customers through the most effective channel, including WhatsApp, RCS, and SMS.

These automation rules can be triggered by Shopify events and configured based on factors such as customer location, behavior, or order activity.

They are ideal for businesses operating across multiple regions that need greater control over message channels, fallback options, timing, and automation performance.

Availability

Shopify Advanced Automations are currently available to Wati customers on Business plan and are created automatically for eligible accounts.

Instructions

What are Shopify advanced automations?

Shopify advanced Automations allow Shopify merchants to create custom automation workflows triggered by Shopify events.

Instead of relying only on pre-configured automations, you can build workflows that control:

  • Which event triggers the automation

  • Which channel sends the message

  • Which fallback channel should be used if the first channel fails

  • When messages should be sent

  • When the automation should stop

This allows merchants to create messaging strategies tailored to their customers, regions, and communication channels.

Why use Shopify advanced automations?

Shopify Advanced Automations give Shopify merchants greater control over how customers are contacted throughout their shopping journey.

Below are some of the key benefits.

Recover lost revenue from abandoned checkouts

Abandoned checkouts are one of the biggest causes of lost revenue in ecommerce.

Shopify Advanced Automations allow merchants to automatically send recovery reminders when a customer leaves the checkout without completing the purchase.

For example, you can configure automation rules to:

  • Send a checkout reminder via WhatsApp

  • Send a follow-up message via RCS

  • Use SMS as a fallback channel if other channels fail

These reminders help bring customers back to complete their purchase without manual intervention.

Reach customers on the most effective channel

Different regions prefer different communication channels.

Shopify Advanced Automations allow you to choose the best channel based on the customer’s region or market.

For example:

  • Send RCS messages to customers in the United States

  • Send WhatsApp messages in regions where WhatsApp engagement is higher

  • Use SMS as a fallback channel

This ensures that your messages are delivered through channels customers are more likely to see and engage with.

Automate messaging based on Shopify events

Shopify Advanced Automations can be triggered by important events that occur in Shopify. Common Shopify triggers include:

  • Customer abandoned checkout

  • Order confirmation

  • Order shipment

  • Order fulfillment

  • Order return

These triggers allow merchants to automate communication throughout the entire order lifecycle.

For example, you can automatically:

  • Send checkout recovery reminders

  • Notify customers when an order has been shipped

  • Send fulfillment updates

  • Inform customers when a refund or return is processed

Customize automation logic

Shopify Advanced Automations provide flexible control over how your workflows behave.

You can configure:

  • The Shopify event that triggers the automation

  • The channel used to send messages

  • Fallback channels if delivery fails

  • Message timing and sequences

  • Stop conditions based on customer actions

For example, you can stop the automation if:

  • The customer completes checkout

  • The customer replies to the message

This ensures customers only receive relevant messages.

Improve customer experience while reducing manual work

Automation allows businesses to send timely updates without manual effort from support or operations teams.

Customers automatically receive important updates about their orders, while merchants save time and maintain consistent communication.

Because the automation can stop when certain conditions are met - such as a completed purchase - it prevents customers from receiving unnecessary reminders.

Who is this feature for?

Shopify advanced Automations are particularly useful for:

  • Multi-country Shopify brands

  • Businesses operating across multiple messaging channels

  • Brands facing regional messaging restrictions (for example, WhatsApp may not be available in some regions)

  • Lifecycle and customer relationship management (CRM) teams that need condition-based workflows

  • Merchants implementing advanced checkout recovery strategies

Frequently Asked Questions (FAQs)

Overview of Shopify advanced automations

1. What are Shopify Advanced Automations in Wati?

Shopify Advanced Automations in Wati allow Shopify merchants to create custom automation workflows that are triggered by Shopify events. These automations can automatically send messages to customers through channels such as WhatsApp, RCS, or SMS based on defined conditions.

2. Who can use Shopify Advanced Automations in Wati?

Shopify Advanced Automations are available for Shopify stores connected to Wati on Business plans, and they are automatically created for eligible accounts.

3. What can merchants control when creating Shopify Advanced Automations?

Shopify Advanced Automations allow merchants to configure several aspects of a workflow, including the Shopify event that triggers the automation, the channel used to send messages, the fallback channel if delivery fails, the timing of messages, and the conditions that stop the automation.

Automation capabilities and use cases

4. How do Shopify Advanced Automations help recover abandoned checkouts?

Shopify Advanced Automations can automatically send recovery reminders when a customer abandons checkout without completing a purchase. Merchants can configure messages to be sent through channels such as WhatsApp, RCS, or SMS to encourage the customer to return and complete the checkout.

5. How do Shopify Advanced Automations help businesses choose the right messaging channel?

Shopify Advanced Automations allow merchants to select messaging channels based on factors such as the customer’s region or market. For example, a business can send RCS messages to customers in the United States, send WhatsApp messages in regions where WhatsApp engagement is higher, and use SMS as a fallback channel.

6. What Shopify events can trigger Shopify Advanced Automations?

Shopify Advanced Automations can be triggered by several Shopify events, including customer abandoned checkout, order confirmation, order shipment, order fulfillment, and order return.

7. What types of messages can be automated using Shopify Advanced Automations?

Shopify Advanced Automations can be used to automatically send messages such as checkout recovery reminders, shipment notifications, fulfillment updates, and return or refund notifications when the corresponding Shopify event occurs.

8. When can a Shopify Advanced Automation stop sending messages?

A Shopify Advanced Automation can stop sending messages when defined stop conditions are met. For example, the automation can stop when the customer completes checkout or when the customer replies to the message.

Business benefits and use cases

9. How do Shopify Advanced Automations improve customer communication?

Shopify Advanced Automations automatically send timely updates and reminders to customers based on Shopify events. This allows businesses to maintain consistent communication with customers while reducing manual work for support or operations teams.

10. Which businesses benefit most from Shopify Advanced Automations?

Shopify Advanced Automations are particularly useful for multi-country Shopify brands, businesses using multiple messaging channels, brands facing regional messaging restrictions, customer relationship management teams that require condition-based workflows, and merchants implementing advanced checkout recovery strategies.

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