Summary

Shopify Advanced Automations in Wati allow Shopify merchants to automatically recover abandoned checkouts and communicate with customers across multiple messaging channels such as WhatsApp, Rich Communication Services (RCS), and Short Message Service (SMS).

Once this feature is enabled for your account, Wati automatically creates built-in automation rules. You can review and customize these rules to match your messaging strategy, including selecting message channels, configuring fallback options, adjusting message timing, and defining when the automation should stop.

Instructions

Enable the advanced automations for Shopify

Follow these steps to enable Advanced Automations for your Shopify integration in Wati:

Log in to your Wati account with Shopify already integrated.
Navigate to Connectors → Integrations → Shopify.

From the left-side menu, go to Automation → Automated Messages.
You will see a banner for Shopify Advanced Automations. Click Configure to enable the feature.

Configure the advanced automations for Shopify

Follow these steps to review and customize these rules to match your messaging strategy:

Step 1: Navigate to automation rules

Log into your Wati account.
Go to Automations and click on the Rules.
Locate the Shopify automation rules created for your account.

You will see the built-in rules available for editing.

Step 2: Review the built-in automation rules or create a new one

When Shopify Advanced Automations are enabled, Wati creates built-in rules by automatically:

Checkout recovery for US customers
Checkout recovery with RCS fallback
Recover Abandoned Carts

To review a rule:

Click the rule name.
Open the rule configuration page.

Each automation rule typically includes:

A trigger (Shopify event)
Optional conditions
A message sequence
Channel configuration

These elements determine when the automation starts and how messages are delivered.

Step 3: Configure the primary channel

Inside the sequence settings, you can choose the primary channel used to send the first message.

Available channels may include:

WhatsApp
RCS
SMS

The primary channel determines where the first message in the automation sequence will be sent.

Example

Customers in the United States → RCS
Customers in other regions → WhatsApp

Choosing the correct channel helps ensure customers receive messages on the platform they are most likely to use.

Step 4: Configure a fallback channel

If the primary channel cannot deliver the message, you can configure a fallback channel.

To set this up:

Select a Fallback Channel.
Choose how the fallback should be applied when the primary channel fails.

You can decide whether the fallback should apply only to the failed message or to all remaining messages in the sequence.

Enable the checkbox If fallback triggers, subsequent messages use the fallback channel based on your preference.

Enabled – All remaining messages in the sequence will be sent through the fallback channel.
Disabled – Only the failed message will use the fallback channel, and the rest of the messages will continue using the primary channel.

Using a fallback channel helps ensure that customers still receive important messages even if the primary channel cannot deliver the message.

Step 5: Adjust the message sequence

Each automation rule includes a configurable message sequence designed to recover abandoned checkouts.

You can modify:

Message templates
Time delay between messages
Number of messages in the sequence

Step 6: Configure stop conditions

Automations can stop automatically based on customer behavior.

Available stop conditions include:

Stop when customer replies
Stop when checkout is completed

These conditions help prevent unnecessary messages after the customer has taken action.

Step 7: Save and activate the rule

After completing your configuration:

Click Save.
Ensure the rule status is set to Active.

Once activated, the automation will run automatically whenever the selected Shopify trigger occurs.

Frequently Asked Questions (FAQs)

Overview

1. What are Shopify Advanced Automations in Wati?

Shopify Advanced Automations in Wati help Shopify merchants automatically recover abandoned checkouts and communicate with customers using channels such as WhatsApp, Rich Communication Services (RCS), and Short Message Service (SMS).

2. What happens when Shopify Advanced Automations are enabled?

When Shopify Advanced Automations are enabled, Wati automatically creates built-in automation rules that can be reviewed and customized based on your messaging strategy.

3. Which built-in automation rules are automatically created in Wati?

Wati automatically creates the following built-in automation rules:

Checkout recovery for US customers
Checkout recovery with RCS fallback
Recover Abandoned Carts

Enabling Shopify Advanced Automations

4. How do you enable Shopify Advanced Automations in Wati?

To enable Shopify Advanced Automations:

Log in to your Wati account with Shopify already integrated.
Go to Connectors → Integrations → Shopify.
Open Automation → Automated Messages.
Click Configure in the Shopify Advanced Automations banner.

Automation Rule Configuration

5. Where can you review and edit Shopify automation rules in Wati?

You can review and edit Shopify automation rules by going to Automations → Rules in your Wati account.

6. What components are included in a Shopify automation rule?

A Shopify automation rule typically includes:

A Shopify event trigger
Optional conditions
A message sequence
Channel configuration

7. Which messaging channels can be used in Shopify automation rules?

Shopify automation rules can use:

8. What is a fallback channel in Shopify automation rules?

A fallback channel is an alternative messaging channel used when the primary channel cannot deliver a message.

9. What can be customized in the automation message sequence?

You can customize:

Message templates
Time delays between messages
Number of messages in the sequence

Automation Activation

10. Which stop conditions are available in Shopify automation rules?