List of all ShopMagic Actions#
Actions define what ShopMagic does when an automation runs. They can send messages, add contacts to mailing lists, export data, or update memberships and subscriptions.
The list below includes actions provided by ShopMagic and its add-ons. Available actions depend on the active plugins and the data provided by the selected event. When using placeholders, choose ones supported by that event.
Email actions#
The following actions are included in ShopMagic. Each provides To, BCC, Subject, Message, and PDF Attachments fields. The recipient defaults to {{ customer.email }}, but you can enter another email address or a supported placeholder.
Send Email#
Creates an HTML email using a visual message editor. Use the Template field to choose WooCommerce Template or None. The WooCommerce template is available when WooCommerce is active.
You can configure the email heading and enable Unsubscribe link to add a link to the customer's communication preferences in the message footer.
Send Email - Plain Text#
Sends a plain text email without HTML formatting, images, or a WooCommerce email template. Use this action for text-only messages.
HTML tags are removed from the message. If you need an unsubscribe URL, include a supported placeholder such as {{ customer.unsubscribe_url }} in the message.
Send Email - Raw HTML#
Sends the HTML you enter in the Message field, without wrapping it in a WooCommerce email template. Use this action when you want to supply your own HTML email layout.
ShopMagic processes placeholders in the content. Include any required footer and unsubscribe link in your HTML, and test the layout in the email clients your customers use.
Email marketing integrations#
The following actions are included in ShopMagic. Configure the relevant connection in ShopMagic → Settings before using them.
Add Customer to Mailchimp List#
Adds a customer to the Mailchimp audience configured in ShopMagic → Settings → Mailchimp. A valid Mailchimp API key and a default List are required.
The data sent depends on the event:
- Customer data: email address, first name, and last name, when available.
- Order data: billing email address and first name, plus the additional billing details enabled in the Mailchimp settings: last name, address, city, state, and country.
Enable Double opt-in in the action to send a subscription confirmation email before the contact becomes subscribed.
Add a contact to GetResponse list#
Adds a contact to the GetResponse list selected in List to sign up. A GetResponse API key must be saved in the ShopMagic settings.
Configure Contact's email and Contact's name. These fields default to {{ customer.email }} and {{ customer.name }}. You can also select existing GetResponse tags in Tags to assign to a contact.
Add a contact to MailerLite Subscribers list#
Sends a subscriber's email address, first name, and last name to MailerLite. A valid MailerLite API token must be saved in the ShopMagic settings.
Use Select a group to assign to choose one or more existing MailerLite groups. If no groups are available, create them in MailerLite first.
Add a contact to ActiveCampaign list#
Creates a contact in ActiveCampaign using the email address, first name, and last name configured in the action. An ActiveCampaign API key and API URL must be saved in the ShopMagic settings.
Note: In ShopMagic 4.9.3, this action creates the contact but does not provide a list selector or assign the contact to a specific ActiveCampaign list, despite its name.
ShopMagic list actions#
These actions manage ShopMagic's own lists. They do not update lists in external services such as Mailchimp or GetResponse.
Add E-mail to List#
Subscribes an email address to the selected ShopMagic list. Choose the List and enter an address or a supported placeholder, such as {{ customer.email }}, in the Email field.
Enable Double opt-in to request email confirmation before activating the subscription. This confirmation requires customer data to be available to the automation.
Customers can manage their list subscriptions through their communication preferences page.
Delete E-mail from List#
Unsubscribes an email address from the selected ShopMagic list by marking its subscription as inactive. Choose the List and provide the address in the Email field.
This action does not delete the customer's WordPress account or WooCommerce orders.
Messaging and data export actions#
Send SMS with Twilio#
Sends a text message through Twilio. Available with the ShopMagic for Twilio add-on.
Configure your Twilio Account SID, Auth Token, and sender settings before using the action. In the action, set:
- To: the recipient's phone number, including the country code, or a supported placeholder. The default is
{{ customer.phone }}. - From: the sender used when a Messaging Service SID is not configured.
- Message: the text to send. You can use supported placeholders.
If a Messaging Service SID is configured, the action uses that service instead of the From field. SMS messages do not render HTML formatting.
Add row to Google Sheets#
Appends a new row to a Google spreadsheet. Available with the ShopMagic for Google Sheets add-on.
Connect your Google account in the add-on settings, then select the Spreadsheet and Spreadsheet Tab. If the first row contains column headings, enable Is first row a header?.
Configure the values to send to the spreadsheet columns. You can combine fixed text with placeholders for customer, order, or other data available to the selected event. Each execution appends a row rather than updating an existing one.
Post to Slack#
Posts a message to a Slack channel. Available with the ShopMagic Slack add-on.
Configure the Slack connection, then set the Message, Channel, Name, and Emoji fields. The message supports ShopMagic placeholders.
If the channel, name, or emoji is left empty, the action uses the corresponding default from the add-on settings.
Call Webhook#
Sends data to an external endpoint. Requires the ShopMagic Webhooks add-on.
Enter the destination in Webhook URL and configure the payload or Request Body. You can use ShopMagic placeholders to include data available to the selected event.
The action sends an HTTP POST request with a JSON content type. For configuration details, see the ShopMagic Webhooks documentation.
WooCommerce Memberships actions#
The following actions require WooCommerce Memberships and the ShopMagic for WooCommerce Memberships add-on.
Membership Create for Customer#
Creates a membership for a registered customer using an existing plan selected in Membership plan. This action does not create a new membership plan and does not support guest customers.
Enable Only for new? to create a membership only when the customer has no existing memberships. Even with this option disabled, the action does not create a duplicate membership for a plan the customer already has.
Membership Change Plan#
Changes an existing customer's membership to the plan selected in Change to.
Use Change from to specify the source plan, or leave it at Any plan to use the membership provided by the event. The action cannot change to a plan for which the customer already has a membership.
Membership Change Status#
Changes the status of the membership provided by the event. Select the target status in Change to.
Membership Delete#
Permanently deletes the customer's membership associated with the plan selected in Plan. The automation must provide membership data identifying the customer.
This removes the customer's membership record, not the membership plan itself. To change access without permanently deleting the record, use Membership Change Status.
WooCommerce Subscriptions actions#
The following actions require WooCommerce Subscriptions and the ShopMagic for WooCommerce Subscriptions add-on. The selected event must provide subscription data.
Subscription Change Status#
Changes the subscription's status to the value selected in Change status to. The available statuses come from WooCommerce Subscriptions.
Subscription Change to Manual#
Switches the subscription to manual renewal by removing its assigned payment method. Future renewals require manual payment instead of automatic charging.
This action has no additional action-specific configuration fields.
Subscription Change Date#
Changes one subscription date. Select one of the following values in Date type:
- Created Date
- Trial End Date
- Next Payment Date
- End Date
Choose the new date in Change date to. The action sets the time to midnight in the site's timezone. The date must meet WooCommerce Subscriptions' date validation rules.
Flexible Subscriptions actions#
The following actions require Flexible Subscriptions and the separate ShopMagic Flexible Subscription add-on. The WooCommerce Subscriptions integration listed above does not replace this add-on.
Subscription Change Date#
Changes a date on the Flexible Subscriptions subscription. Select Created Date, Trial End Date, Next Payment Date, or End Date in Date type, then select the replacement date in Change date to.
Subscription Change Status#
Changes the Flexible Subscriptions subscription's status to the value selected in Change status to.
Subscription Change to Manual#
Switches the Flexible Subscriptions subscription to manual renewal. This action has no additional action-specific configuration fields.
For integration requirements and configuration details, see How to use ShopMagic with Flexible Subscriptions.
Why some add-ons do not appear in this list#
Not every ShopMagic add-on introduces a separate action type. Some extend existing actions or provide events, filters, and placeholders:
- Delayed Actions adds scheduling options to actions.
- Manual Actions provides events for running automations manually.
- Advanced Filters adds conditions for selecting when automations run.
- Customer Coupons provides coupon generation through placeholders, together with coupon-related events and filters.
- Review Requests provides review-related placeholders, events, and filters for use in automations.
- Abandoned Carts provides cart-related events, filters, and placeholders.
- Contact Form 7 and Gravity Forms integrations provide form submission events and form data.
- WooCommerce Bookings provides booking-related events, filters, and placeholders.
Use these features with the relevant actions listed above.