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Set up order SMS automations

Choose order triggers, timing, sources, and message text for automated sends.

Updated smsautomationsordersmessaging

Before you begin

Admin, Developer, and Manager roles can open Marketing > SMS Automations. Confirm your messaging setup and approved template name before enabling a rule; saving an enabled rule may cause messages to be sent for matching order events.

Create or edit a rule

  1. Open SMS Automations and select New Automation, or select the edit control for an existing rule.

  2. Give the rule a name and select an order trigger: created, updated, paid, fulfilled, cancelled, or tracking added.

  3. Select the order sources to include, or leave All sources selected. Choose immediate or delayed timing; for a delay, enter the amount and minutes or hours.

  4. Write the message, insert supported placeholders such as [name], [order #], [order total], [source], [tracking #], or [status], and check the preview. Confirm the messaging template name.

  5. Set Enabled only when ready, then select Save Automation.

Use the overview counters and a selected rule's Recent Activity to review sent, pending, failed, and skipped outcomes. The preview uses example values and is not proof of delivery. To stop new matches, edit the rule and clear Enabled; to remove it, use the delete control and confirm. If messages fail, inspect the activity error and verify the recipient and messaging setup with your administrator.

Set up order SMS automations · Serat