在 Shopify 中创建营销自动化
您可以在 Shopify 营销页面上创建和管理自动化。通过使用自动化，您可以设置工作流，用于在达到特定阶段或触发器被触发时向您的客户发送电子邮件。
了解营销自动化
通过模板创建以及从零开始创建的自动化均可用于在客户旅程的重要阶段自动发送电子邮件消息。
您的商店需要使用 Basic Shopify 套餐或更高级别的套餐才能创建自动化。
可用的自动化类型如下所示：
欢迎新订阅者：向新订阅者发送包含折扣的电子邮件，以欢迎他们订阅您的商店。此自动化目前仅适用于在线商店页脚中的电子邮件注册信息表单。
首次购买增销：在客户首次购买后通过提供产品优惠来推动复购。
客户赢回：通过向之前的客户提供一次性折扣来与他们重新建立联系。
第三方：第三方应用提供的自动化。
若要创建自动化，您需要获得营销权限。如果您是店主或账户所有者，则您已拥有此权限。如果要向员工账户添加此权限，请参阅员工账户来添加相应的权限。请注意，如果您使用应用或渠道来创建营销宣传活动，则还需要启用“应用”和“渠道”权限才能创建营销宣传活动。
创建自动化
通过 Shopify 创建营销自动化时，所需的详细信息取决于您要创建的自动化。选择要创建的自动化类型后，系统将加载预制模板。大多数模板几乎可以直接发送给您的客户。系统会提示您添加可能需要的任何其他信息。
创建自动化时，您可以选择将其另存为草稿并在准备好后进行发布，这样您便可以提前准备营销策略。
步骤：
在 Shopify 中，转到营销。
依次点击自动化、创建自动化。
点击一个自动化以加载信息弹出窗口。如果这是您要创建的自动化，请点击使用模板，也可以点击关闭来选择其他自动化。
需要填写信息的字段旁边会显示红色感叹号。请点击图标以查看“操作”面板，然后点击编辑电子邮件内容以自定义自动化内容。
向您的自动化中添加主题和预览文本，然后使用电子邮件编辑器在自动化电子邮件模板中编辑、添加或移动内容。
您可以通过点击发送测试来测试您的自动化。一次可向五个邮箱发送测试电子邮件。完成电子邮件模板编辑后，点击保存以返回到自动化工作流。
若要启动自动化，请点击启动工作流。如果您在启动工作流之前退出工作流，该工作流将另存为草稿。如果您稍后想要返回此自动化，在营销自动化页面中选择它即可。
自动化处于活跃状态后，在“营销”页面中点击此自动化即可查看它的摘要以及具体分析。
启动或关闭自动化
您可以在 Shopify 后台中启动或关闭特定自动化。
若要查看您已创建的自动化，请从 Shopify 后台中依次打开营销和自动化。自动化和宣传活动会标记为草稿、活跃或非活跃。
若要编辑活跃的自动化，请选择要更改的自动化，然后点击编辑工作流。
若要关闭活跃的自动化，请选择要停止的自动化，然后点击关闭自动化。
若要删除活跃的自动化，请选择要删除的自动化，点击 ...，然后点击删除自动化。
Shopify商户官网原文详情：
Create marketing automations in Shopify
You can create and manage automations on your Shopify Marketing page. Automations allow you to set up workflows that send an email to your customers when a specific milestone or trigger has been met.
Understanding marketing automations
Automations, both from template and built from scratch, allow you to automate email messages at key points throughout your customers' journey.
Your store needs to be on the Basic Shopify plan or higher to create automations.
The following types of automations are available:
Welcome New Subscriber: Send new subscribers an email with a discount welcoming them to your store. This automation currently only works with the email signup form in your online store footer.
First Purchase Upsell: Drive repeat purchases with product offers after a customer’s first purchase.
Customer Winback: Reconnect with previous customers by offering them a one-time discount.
Custom: Design your own email marketing automation with the flexibility your business needs. Activate your store data with a variety of triggers on orders, customer accounts, location and more.
Third-party: Automations provided by third-party apps.
In order to create automations, you need the Marketing permission enabled. If you're the store or account owner, then you already have this permission. If you want to add this permission to your staff accounts, then refer to Staff Accounts to add the appropriate permissions. Note that if you're creating marketing campaigns using an app or a channel, then you'll also need the Apps and Channels permission enabled to create the marketing campaign.
Create an automation
When creating marketing automations through Shopify, the required details depend on the automation that you're creating. Once you select the type of automation you want to create, a pre-made template loads for you. Most templates are almost ready to send to your customers as is. You'll be prompted to add any additional information that may be required.
When you create an automation, you have the option to save it as a draft to publish it when you're ready, so that you can prepare your marketing strategy in advance.
Steps:
In Shopify, go to Marketing.
Click on Automations and then Create automation.
Click on an automation to load the information pop-up. If this is the automation you want to create, then click Use template or Close to select a different automation.
A red exclamation mark appears next to fields with required information. Click the icon to view the Action panel, and then click Edit email content to customize the automation content.
Add a Subject and Preview text to your automation, and then use the email editor to edit, add, or move content in the automation email template.
You can test your automation by clicking Send test. Test emails can be sent to five email addresses at once. When you're done editing the email template, click Save to return to the automation workflow.
To start the automation, click on Turn on workflow. If you exit the workflow before turning it on, then it will save as a draft. You can return to this automation at a later time by selecting it from the Marketing automations page.
Once an automation is active, click on the automation from your Marketing page to see a summary of the automation and specific analytics.
Turn automations on or off
You can turn specific automations on or off from your Shopify admin.
To view the automations you've already created, open Marketing and then Automations from your Shopify admin. Automations and campaigns are marked as either Draft, Active, or Inactive.
To edit an active automation, select the automation you want to change and click Edit workflow.
To turn off an active automation, select the automation you want to stop and click Turn off automation.
To delete an active automation that is active, select the automation you want to delete and click the ..., and then Delete automation.
文章内容来源：Shopify商户官方网站
