Automation is a feature that automatically sends emails or SMS. You choose the recipients, when it should be sent, and what message to send, and then the automation will handle the rest.

Order automations is based on when an order takes place. With this automation, you can send a message right after or some time after an order has been made. Inspiration on order automations to create can be found here.

To read more about automations, click here.

Go to Automations → Create automation, and select the type of order automation you want to create (SMS or email).

Here, you set when the automation should be sent once the order enters MarketHype:

Choose what type of communication you are sending.

Is it marketing or important information? If marketing, select one or more subscription types to collect the consent.

Unsure what to choose? Read more here.
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Give your automation a name. This is only for internal use and will be displayed in the automation overview.

We have now set the automation base. If you wish to send the automation to all customers placing any order, you can proceed to step 6 and compose the email or SMS.

However, if you want this automation to reach recipients with specific orders only, specify this in the "Add a filter" block.

Click on the "Add a filter" block, and the Audience filter will appear on the right. In order automations, the filter is slightly different from the usual setup. You must understand the difference to create the right type of filter for your automation.

You find a section at the top of the filter with "Filters you might want." Those filters include "smart tags" that automatically tie the filter to the recipients' relevant order.

If you, instead, go straight to the Include and Exclude block, the automation will look at each recipient's whole order history and not only focus on the relevant order.

For example:

If you want to send special communication to season ticket buyers, use the "Add a filter" block to include them in your automation.

If you then go through the "Filters you might want" section and select Item in their order → Ticket bundle, the Include block will be updated to say that you want to include everyone who placed a new order involving a season ticket.

This will be visualized in the filter window by displaying the smart tag "Order id → Is their order ID."

By utilizing the top filter section, "Filters you might want," you automatically add the smart tags to your filter. However, you can also manually add them through the regular filter.

All the smart tags are found in the Orders Made category.

"Is their Order ID"

Found when entering Orders Made → Order ID.

"After their order"

Found when entering Orders Made → Order date → Is after their order.

"In the future"

For upcoming events, go to Orders Made → Ticket → Event start date → Is in the future.

For upcoming bookings, go to Orders Made → Bookings → Start date → Is in the future.

Click the "Send email" block and the Design email button to design the email. When finished, exit the editor to fill in the sender, subject line, and preview text.

Click the "Send SMS" block to choose the sender name and compose the message.

This article explains more about creating an SMS.

If you have chosen Marketing communication in step 3, you must specify the language for the opt-out instructions. This is done when composing the SMS text.

Besides MarketHypes' general Merge tags, you will find specific merge tags for order automations. These are:

Open the "Send email" block and hover over the email design to find the "Preview and Test" buttons. Here, you can preview the design in desktop vs. mobile view, share a preview link with colleagues, and send test emails.

Open the Send SMS block, and a Send test SMS button will appear at the bottom.

Open the top block "Contact made an order" to change the send time.

This is edited in the "Settings" tab.

By default, each order automation is set to re-enroll contacts who place a new order that matches the automation trigger. This means that if a contact makes a new purchase, they will receive the same automation email again.

If you want to change this and only include contacts once, even if they place a new order that matches the automation trigger, change it to "Do not allow re-enrollment."

Go to the "Settings" tab to make this change.

Open the "Add a filter" block.

Click on the "Send Email" block, hover over the design image, and select "Edit."

Once you click the "Start" button in the upper-right corner, you can review the automation before activating it.

If you know you have older orders, you want to include—for example, if orders were placed before you start the automation—you can enroll orders made up to one week before the automation is activated.

These orders will be enrolled immediately once you start the automation.

This action can be taken at the bottom of the Review window.

When you are happy with your automation, it is time to activate it. Scroll down in the Review window and click on "Start automation." The automation will then start to send according to the automation rules! 🎉

If you want to edit an active automation, enter the automation to "Pause and edit" it.

When editing your automation, you will have seven days to restart it again if you want to enroll orders placed while the automation is paused. This is still optional, so you can choose not to enroll them once you restart the automation.