Actions usage guide

Actions usage guide#

An action defines what ShopMagic does when an automation's event occurs and its filters pass. Each automation needs at least one action and can contain several actions.

For example, an Order Completed automation can send a customer email, notify your team in Slack, or add order data to Google Sheets.

How to configure an action#

1. Go to ShopMagic → Automations and create or edit an automation.
2. Select the Event and optionally configure filters.
3. In Actions, choose an action from Select action.
4. Click Edit if its settings are collapsed, then complete the required fields.
5. Use placeholders in supported fields to insert customer, order, or other event data.
6. Click Add action if you want the automation to perform another task.
7. Save your changes and publish the automation when it is ready.

Each action has its own configuration. For example, two email actions can use different recipients, subjects, and messages. The automation's filters apply to the automation as a whole, rather than to individual actions.

Available action types#

ShopMagic includes email actions for standard HTML emails, plain text messages, and raw HTML, together with actions for managing ShopMagic lists and sending contacts to supported email marketing services.

Add-ons provide further actions, such as sending SMS messages through Twilio, posting to Slack, exporting data to Google Sheets, or updating memberships and subscriptions.

External integrations must be configured before use. Actions and placeholders also need the relevant data from the selected event. For example, changing a subscription requires subscription data.

See the list of ShopMagic actions for available options and requirements.

Sending messages to customers or staff#

Email and SMS recipients are configurable. You can send messages to customers, yourself, or store staff by entering the appropriate email address or phone number.

For email actions, To defaults to {{ customer.email }}. Replace it with a staff address for an internal notification, or use BCC to send a hidden copy. Twilio messages require a recipient phone number including the country code.

Testing and execution#

Supported email actions provide Send test for checking their content. This sends a real email and does not test the automation's event or filters.

By default, ShopMagic processes actions through a background queue, so execution may not be immediate. The Delayed Actions add-on provides additional scheduling options.

Check ShopMagic → Logs → Queue for pending actions and Outcomes for execution results.