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How to set up an Automation

Creating an automated email or SMS that sends when a specific event is triggered (e.g., order delivered, return requested)

Updated this week

For merchants using Redo Marketing.

Before you start

  • Make sure Marketing is enabled for your store

  • Confirm your sender settings (Email/SMS) are verified

Note: If you don’t see Marketing in your sidebar, your account may not have access yet. Contact your onboarding specialist or support@getredo.com.

Create your automation

  1. Open Automations


    ​​Go to Marketing > Automations.

    ​

  2. Create a new automation


    ​​Click Create automation.
    ​

  3. Name it
    ​

  4. Choose a trigger


    ​​Pick the event that should start the flow. Common options include:

    • Orders: Order placed, fulfilled, or delivered

    • Returns/Exchanges: Return requested, approved, in transit, or received

    • Try First: Trial started, ending soon, reauthorization failed

    • Reviews: Ask for a review X days after delivery
      ​

  5. Design the message
    ​

  6. Review & activate

FAQs

What’s the difference between a campaign and an automation?

Campaigns are one-off sends on a schedule; automations send continuously when the trigger happens.

Can I edit a live automation?

Yes. Edits apply to new entrants from that point forward. You can pause anytime.

Why isn’t my automation sending?

Check that it’s active and make sure your audience filters aren’t excluding everyone.

Need more help?

If you can't find the answer you're looking for, our support team is here to help. Contact us through the support channel in your Redo dashboard or email support@getredo.com.

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