Essential Workflows For Magento Stores

a woman happy for having magento automation workflows

Magento is one of the most popular e-commerce hosting sites worldwide. In 2019, approximately 9% of e-commerce retailers chose to migrate their websites on this platform. Besides being a domain provider, Magento 2.0 also provides users with numerous features to boost conversion, enhance product agility, and accelerate business growth. Magento is written in PHP. Therefore, it’s easy to customize functionality to match the needs of your business. Nevertheless, the most effective way to improve your performance is perhaps automating wherever it makes sense. In this article, we’ll discuss the 4 most effective Magento workflows to simplify your management.

1. Trigger email

Event-triggered email is one of the most powerful tools you can use to interact with your customers. The clearest benefit of this type of email is that it allows for managing many triggers and layer segmentation simultaneously at a relatively low cost. Some of the popular email workflows on Magento are:

  • Welcome sequence for new subscribers
  • Reactivation of customers with low engagement
  • Shopping cart abandonment reminders
  • Time to repurchase or replenishment email

To increase effectiveness, you need to specify a customer group for each purpose. Note that one customer can belong to multiple groups at a time. This requires the collection of customer data and in-depth analytics, which can also be automated to save time and accelerate accuracy.

2. Demographic data collection

Customers’ demographic information is essential to understand your customer base and create personalized campaigns. Some of the important data fields are first name, email address, age, gender, shipping address, etc. However, it takes a lot of time to arrange and analyze the data manually. These tasks become easier than ever with automation in the corner. You can create a workflow to categorize customers immediately after they fill in their information. Some advanced programs even allow users to track behaviour data such as time-on-site, frequency of visit, product preferences, etc.

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3. Social media management

Even the most successful Magento stores need to maintain a solid presence on social media platforms such as Facebook, Instagram, Linkedin, and Twitter. However, it’s not easy to take care of everything at the same time. Automating publication and analytics will help save time and increase accuracy. This can be done by integrating your website with social media accounts.
The same thing applies to your blog posts. Every business needs constantly updated content to attract customers. But you might not want to stay up all night to publish a price list at midnight. Hence, the solution is to set up a workflow to upload content on your Magento web page at a predetermined time.

4. Ad retarget

Advertising campaigns need constant revision and adjustments to retain the best performance. Ad retargeting makes use of cookies and other tracking systems to gather customer data and keep your products, services, and stores in their mind long after they’ve left your website. Thus, retailers can use this information to personalize ads to make them more relevant to user’s previous purchase behaviour or recently viewed content on the owner’s website.
You can also link this with your social media accounts such as Facebook and Instagram to maintain a consistent appearance. This helps increase ads view and click-through rate without pulling more money for every platform. Therefore, keep an eye on the ad performance and make any improvements needed. Make this process simpler by automating ads distribution and collection of data with Magento workflows.

Atom8 Automation for Magento

Automating your Magento store and successfully running your business is easier than ever with the use of Atom8. Once integrated, the app will take over all the repetitive tasks and give you more time to invest in impactful business decisions. Some of the app features include:

  • Auto-publish products
  • Auto-categorize orders (based on value, locations, etc)
  • Auto-segment customer (based on demographics, spending, the total number of order, etc)
  • Auto-tag customers on CRM, email marketing, and delivery platforms
  • Auto-generate reports & lists on Google Sheet
  • Auto-notify of low-stock items, abandoned cart, or high-value orders
  • Auto-detect and halt high-risk orders
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The app is about to be released on the Magento marketplace. Sign up and stay tuned!



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