Service business store
Coming soon. This isn't available to customers yet.
Track information requests, start work on paid orders, release expired holds and close inactive carts.
What it adds or changes
It powers Service business store: the app lists the installed automation under that name.
What it needs
What starts each stage:
- Follow up when you ask for information starts on A store action is requested.
- Start work once paid starts on An order is fully paid.
How it works
- Follow up when you ask for information: When you request information, marks the customer Engaged. Nothing is sent to the customer. You can edit its steps.
- Start work once paid: Moves a fully paid order from New to In progress. Nothing is charged, shipped or sent. You can edit its steps.
- Release expired stock holds: Releases expired held stock and expires its unpaid checkout. Allocated stock and successful payments are kept. You can edit its steps.
- Release expired gift and discount holds: Releases an unpaid checkout's held gift balance and discount capacity at its accepted deadline, including orders with no stock. You can edit its steps.
- Close inactive carts: Closes open, unpaid carts after the inactivity period you set and releases held stock. Converted carts and payments are kept. You can edit its steps.
- Email gift cards to recipients: Emails a paid gift card to its recipient at the time the buyer chose, using your sender and template. You can edit its steps.
- Reward referrers: Gives a referrer their reward once the friend's paid order is past the waiting period without a refund. You can edit its steps.
- Email reward codes to customers: Emails a customer the loyalty or referral reward code they earned, using your sender and template. You can edit its steps.
Limits
- Follow up when you ask for information: Reads the one customer a request named and moves them along Store's own configured stage edge; nothing is sent, charged or published.
- Start work once paid: Reads the order a payment completed and moves it along Store's own configured order stage edge; nothing is charged, refunded, shipped or sent.
- Release expired stock holds: Reads one stock hold and releases it if it is still held past its deadline, expiring its confirmed, unpaid checkout; no payment or allocated-stock changes.
- Release expired gift and discount holds: Expires one accepted unpaid checkout past its promotional-hold deadline, atomically releasing its gift balance, discount capacity and held stock; no payment or allocated-stock changes.
- Close inactive carts: Reads one cart's activity and abandons it if it is still open, unpaid and inactive, releasing its checkout's held reservations; never converted carts or payments.
- Email gift cards to recipients: Read one waiting gift card email, send it through Email with the Store's chosen sender and accepted transactional template, and mark it sent. No charge, balance or order change.
- Reward referrers: Reward or cancel one referral whose waiting period has ended: issue the referrer's single-use code or gift card balance. No charge or order change.
- Email reward codes to customers: Read one waiting reward code email, send it through Email with the Store's chosen sender and accepted transactional template, and mark it sent. No charge, balance, reward or order change.
Related
- Service business store: A customer notebook, a service work board and no shipping