From Name and From Email Address

When someone receives an Automation from you, the name and email saved here will be who it looks like the email is coming "from". We recommend using your store name, and a general email address.,, and are common examples.

*Note - your from email address should be unique and relevant to your store to help you avoid hitting the spam box. For this reason, email addresses @gmail, @aol, or @yahoo for example cannot be used. 

Default Customer Name

If we don't know a shoppers first or last name, this is how you will "greet" them in a Triggered Email. Valued Customer, Shopper and Friend all work great here, but you can also use a more personalized name if it fits your brand.

Complete Order Status

Here you will want to insert the order status that you use when an order is paid for, shipped, and on it's way to a customer. This status will serve as our "green-light" to send an email to a customer after they have made a purchase. It's important you choose the final status here -- we would hate to email a customer too early (and ask them to review a product they haven't received yet, for example).

We will fill in the default status for you, and you can add others if needed (most stores just stick to the default option).

Exclude Segments and Email Domain Blacklist

These fields are optional, but the functionality is here if you need it. You can blacklist people from receiving your Automation either by their email domain or a segment you've created.

It's common for stores to blacklist competitors, manufacturers, or sometimes their Wholesale email list, but it is not required and this strategy varies from store to store.

If you are using the "Email domain blacklist" section, be sure to separate URLs with a comma. Remember that you'll be blacklisting everyone at that domain (everyone with an email at, for example) so be careful when using this option so you don't accidentally blacklist a group you don't want to! 

Demo Email Address

When your Automations are set to Demo Mode we will send the emails directly to the address you put here, but never to your customers. You will receive examples of your email with real customer data (so you'll see what Jim and Jane have put in their cart for example). This is a good way to better test what your emails will look once delivered, and get a sense of the volume of emails you'll be sending each day.

Don't leave your emails in Demo Mode for too long -- as soon as you've made your final changes you will want to turn them ON so they can start sending to your customers!

If you need to add multiple team members to the demo email list, you can separate the email addresses by a comma and a space.

Once you're finished, click the green Save button.