Automation Trigger Definitions

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Automation triggers tell Postscript when to kick off a specific message series. With triggers, you choose which user action, be it opt-in related, checkout related, or order related, will cause a user to receive a specific automation.

Here are some examples:

  • Choose the Checkout Started trigger to kick off an abandoned cart automation.
  • Choose the Keyword Triggered trigger to run a keyword-specific welcome series.
  • Choose the Order In Transit trigger to send shipping update notifications.

Certain integrations, particularly AfterShip, Recharge, CartHook, and One Click Upsell also offer automation triggers.

Choose an Automation Trigger


  1. Select Automations in the side menu of your Postscript dashboard.
  2. In the top-right corner of the page, select Create Automation. Postscript offers several templates with automation triggers already defined. If creating an automation from scratch, select Custom Automation. Otherwise, search for your desired template using the search field in the top-right corner of the page.
  3. Select the desired trigger from the Automation Trigger drop-down list.

General Automation Triggers


The below triggers are for your standard Postscript and Shopify workflow and do not pertain to any specific integration triggers. 

Trigger Name Definition Useful For
Checkout Started Customer has started the checkout process Abandoned Cart automations
Customer Created Subscriber has signed up for SMS, but also has a purchase history in Shopify. A customer is created when a user goes through checkout (even if they don't complete an order). Welcome Series automations
Fulfillment Created Order fulfillment currently in process Shipping Notification/Update automations
Keyword Triggered Customer texted this keyword to your short code or number

Welcome Series automations where you want a specific experience for subscribers who opted-in with a special keyword (ex: promotion, giveaway, etc.)

Order Created Customer has created an order Order Confirmation automations
Order Delivered Order marked as delivered via shipping carrier Shipping Notification/Update automations
Order Fulfilled

Order sent to shipping carrier for final delivery

Shipping Notification/Update automations
Order in Transit

Order marked en route by shipping carrier

Shipping Notification/Update automations
Subscriber Created (Popup, Keyword, or API) Customer opted into SMS via any popup, keyword, or landing page (ex: a site where our compliance SDK is present) Welcome Series automations where you want a specific experience for subscribers who opted-in with a special keyword (ex: promotion, giveaway, etc.)
Subscriber Reply (Non-Keyword)

Subscriber replies via text with anything other than a keyword

Customer Service automations (ex: replying with a link to your customer service chat or ticketing portal)

AfterShip Automation Triggers


The below triggers require an active AfterShip integration to send an automation. Learn more about our AfterShip integration here.

Trigger Name Definition Useful For
AfterShip: Delivered Order marked as delivered by shipping carrier Shipping Notification/Update automations
AfterShip: Failed Attempt Delivery failed and returned to provider warehouse Shipping Notification/Update automations (Provides a shipping link so customers can figure out re-delivery)
AfterShip: In Transit Order has shipped Shipping Notification/Update automations
AfterShip: Out For Delivery Order marked as out for delivery by shipping carrier Shipping Notification/Update automations

CartHook Automation Triggers


The below triggers are for CartHook customers using their legacy version. Learn more about our CartHook integration here.

Trigger Name Definition Useful For
CartHook: Checkout Completed Post-purchase offer with expiration (ex: "Add this to the order you just made for $X") Upsell automations
CartHook: Checkout Started Suggests upsell opportunities based on cart contents Upsell automations

One Click Upsell Automation Trigger


The below trigger requires an active One Click Upsell integration to send an automation. Learn more about our One Click Upsell integration here.

Trigger Name Definition Useful For
OCU: Checkout Started Suggests dynamic upsells based on cart contents Upsell or Abandoned Cart automations

Recharge Automation Triggers


The below triggers require an active Recharge integration to send an automation. Learn more about our Recharge integration here.

   Note: Recharge has a checkout process separate from Shopify Checkout. If you integrate with Recharge, we recommend you use these triggers instead of the general triggers mentioned earlier in this article.
Trigger Name Definition Useful For
Recharge: Charge Failed Method of payment failed Subscription Update automations
Recharge: Checkout Started Customer has started checkout Abandoned Cart automations
Recharge: Customer Activated (1+ Subscriptions Active) Customer has purchased before and has at least 1 monthly subscription currently active Subscription Update automations
ReCharge: Customer Created Customer has made their first purchase Welcome Series or Post-Purchase automation for a new customer
Recharge: Customer Deactivated (No Subscription Active) Customer has purchased before but has no monthly subscription currently active Upsell automations
Recharge: Order Created Customer has created an order Abandoned Carts automations
Recharge: Subscription Begins Customer has activated a subscription Welcome Series automation for a new subscriber
Recharge: Subscription Renewal Customer's confirmation of renewal Subscription Update automations
Recharge: Upcoming Charge (3 Days) Reminder of upcoming charge for subscription Automation that links to a "delay your order" link or allows customer to add an item

Get Support


Have questions? Please feel free to reach out to our wonderful Support team at support@postscript.io or via live chat. You can also submit a support request here!

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