Automation rules provide automated communication to your customers via email or SMS when specified status changes take place on their RevolutionParts orders.
Sample Automation: Missing VIN
Watch the video below to set up an automation rule asking customers for missing VINs. Save time and skip the manual effort with automated reminders that instantly prompt customers to provide missing VINs.
How to Create a New Automation
Automation rules will be created from your automation page, found at the top of your settings menu.
You’ll add a new automation and then choose when you want it to be sent and what template should be used for it.
Templates are created and managed through the Templates page found in your Settings menu.
You can automatically let a customer know that their order is missing a VIN using an Automation Rule. After creating a new automation, you can choose from the dropdown items under the “When this Happens” section and select “Order,” “Order Status,” “Changes to,” and “In Progress,” as seen below.
You can decide if you want to send the message right away or wait a specified period of time.
You can also add conditions, such as only sending the automated message if the order subtotal is greater than $100, as seen below.
Finally, you’ll choose how to communicate the update to your customer (email or SMS) and what template should be used. In this case, you'll want to choose the Provide VIN template.
That’s it! From now on, all customers with orders over $100 that are in progress without a VIN will receive an email asking them to provide the VIN. You can make similar rules for actions like a canceled order or a change to a shipping time.