Lesson 2 of 5 · 4 min

Automations

Emails that go out by themselves: when something happens, wait if you like, then send. Test before you trust it.

  1. Chasing every unpaid order by hand gets old fast. Automations do the chasing, the “on its way” emails and the thanking for you. They're for owners and admins.

  2. Automation

    Automation lists them by what starts them: Orders open, with Payments, Changes, and Stock & enquiries folded below. All, To customers, To your team, Made by you and Switched off narrow the list, and Find an automation searches it.
  3. Starting points sit beside the list, like Unpaid → chase twice. Or press New automation: Starts when picks the moment, like An order is placed. Only for narrows it to some orders. Then add steps: a wait, an email. If they pay in the meantime, the nudge doesn't go.
  4. An email step is written right there in the step: who gets it, the subject, the message and a button. Start from a saved email if you'd rather not begin from blank.
  5. Each automation is one line: click it to open, flip its switch to turn it off, or use … for Edit and Delete. Delete one of Offr's own and it's switched off and taken off your list for good; anything sent stays sent.

  6. Send me a test

    Once it's saved, press Send me a test and pick an order: every step runs now and the emails come to you, not the customer. A post to Slack, Teams or Discord goes for real, marked [Test]; a WhatsApp step only shows what it would send. The On switch decides whether it runs for real.

Try it

Opens Offr. You'll be asked to sign in first; new businesses get a free week, no card needed.

Find your automations

Quick check

2 quick questions. Pick an answer and Offy will tell you how you did.

1. Who gets the emails when you press Send me a test?
2. You want to ask for a review three days after a parcel arrives. Which start fits?

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