Our Automations allow you to create powerful workflows to increase engagement and drive revenue into the business.
Please read our guide 'What is an Automation' to get an intro myne automations.
Create Customer Groups
Before creating automations, read our customer groups and bulk import customer guides to learn more about customer groups and how they work. You can also create customer groups within the automation creation flow.
How to setup
Log into myne
From the left-hand side menu click on Automations
Click on the "New Automation" button to start your automation setup
You will now be in the automation builder where you can start creating automations. The following details need to be filled out to create an automation
Enter a title for your automation
Add a short description explaining what this automation is trying to achieve
This helps you and your team understand the purpose of the automation at a glance.
Choosing what triggers the automation
Next, choose what triggers this automation.
The trigger is the event that causes the automation to run — for example, when a customer visits, makes a purchase, or enters a group.
You can also add filters to narrow down which customers qualify. Filters help refine who the automation applies to based on things like behaviour, visit history, or attributes.
Some triggers can also be scheduled to run at set times, depending on the trigger you choose. Schedules update the group membership and are a great way to keep your group memberships healthy.
Learn more about Triggers & Filters here.
Choosing what happens when it runs
Once a trigger is set, decide what should happen when the automation runs.
Most automations will send a message to the customer. From here you can:
Send powerful customer centric messages to customers
Activate workflows that sync to your integrations (more TBA)
Drive promotional campaigns to create engagement in the business
Controlling how often it repeats
You can control how often the same customer can receive this automation.
This includes:
Limiting the maximum number of times per customer
Requiring time between runs
These settings help prevent customers from receiving the same message too frequently or more than intended. Learn more about repeating automations here.
Creating the automation
Create the automation once you feel it is ready. A great way to test the automation is to use a customer group of internal users to ensure it is working as intended. You can preview messages using a real customer profile if using message based automations to see how things read before sending the actions.
Once you’re happy:
Click Create Automation
The automation will begin running based on your selected settings
You can edit, pause, or disable automations at any time. Once an automation has started running it will appear in the history tab where you can see information of anytime the automation has triggered including the customer, status, event source and trigger type. This can be found next to the automations builder.
Tip: Use our Automation Templates to help you get get started and understand our Automations and how they work
If you have any questions that aren’t answered here, please contact the myne support team for assistance at hello@myne.network