Automations let you set rules that automatically control how your checkout behaves - without any manual intervention. Whether you want to reduce RTO losses, prevent fraud, or manage how discounts and rewards are applied, Automations handles it in the background so you don't have to.
What You Can Do With Automations
Currently, Automations supports two types of actions:
Block a Payment Method Restrict specific payment methods like COD based on conditions you define - cart value, cart quantity, customer type, order history, RTO risk, and more.
Block Reward Redemption Prevent rewards from being applied under specific conditions - useful for avoiding double discounting when other offers are already active.
How It Works
Every automation follows a simple if-then logic:
Do this → the action you want to apply (e.g. block COD)
When → the condition that triggers it (e.g. cart value exceeds ₹5,000)
You can layer multiple conditions using customer eligibility filters including first-time customers, lifetime order count, customer segments, UTM parameters, pincode RTO risk, and customer RTO risk.
Follow this quick guide to get an overview of how to make the best use of automations:
Step 1: Go to the Automations page from your Shopflo dashboard
Step 2: Click on New Automations.
Step 3: Choose a template or select Start Blank to create your own automation.
Step 4: In the automation creation screen, select your action. In this case, let's click on Block Payment.
Step 5: From the dropdown, choose COD as the payment method you want to block.
Step 6: Set the condition for when COD should be blocked. For example:
Block COD if the cart amount exceeds a certain value.
Block COD when cart quantity reaches a set number.
Block COD for first-time customers.
Block COD for customers placing more than a set number of COD orders in the last 30 days.
Let's try blocking COD when cart amount reaches 5000.
Step 7: You can set what channels the automations works on, what time does it go active and until when the automation should run.
Step 8: Remember to add a clear title and description so you can easily identify each automation.
Step 9: Click Save to activate your automation.
Step 10: Finally, remember to activate your newly created Automation.
Automating your COD restrictions takes just a few minutes and helps cut down on losses like RTO and fraud. Set up multiple, targeted automations to keep your operations lean and efficient.