Automations

Set up automated follow-ups, cart abandonment reminders, and remarketing campaigns that trigger at the right time for each customer.

Automations let you send the right message to the right customer at the right moment — without manual effort. You define the trigger, the audience, and the message once, and Jinmi handles the execution automatically, whether you’re running a cart abandonment campaign, following up after a purchase, or re-engaging customers who haven’t bought in a while.

Key features

Automated message sequences

Build multi-step message sequences that run on a schedule. For example, send a welcome message immediately after a customer first contacts you, a follow-up with product recommendations the next day, and a discount offer three days later. Each step triggers automatically based on timing or customer behavior.

Email remarketing campaigns

Create email campaigns that target specific customer segments. Send promotional offers to customers who viewed a product but didn’t purchase, exclusive deals to your most loyal buyers, or seasonal campaigns to your entire list. All email sending is managed from the same Omnichannel platform.

Trigger-based responses

Automations can fire based on specific customer actions:

• A customer views a product page on your website
• A customer abandons their cart without completing a purchase
• A customer hasn’t made a purchase in 30, 60, or 90 days
• A customer reaches a spending threshold (e.g., becomes a VIP)
• A conversation is closed or resolved

Personalized campaign workflows

Each automation can be personalized using customer data — name, purchase history, product preferences, or segment membership. A message that addresses a customer by name and references a product they actually looked at performs significantly better than a generic broadcast.

Use cases

Cart abandonment

Automatically message customers who added items to their cart but didn’t complete the purchase. Send a reminder within the hour and optionally include a limited-time discount to prompt action.

Post-purchase follow-up

Thank customers after they buy, ask for a review, and recommend complementary products. Building this into an automated sequence saves your team hours each week.

Re-engagement campaigns

Identify customers who haven’t purchased in a set number of days and send a personalized “we miss you” message with an incentive to return. Recover dormant customers without any manual effort.

Loyalty campaigns

Reward your most valuable customers automatically. Trigger special offers when a customer hits a spending milestone or has been active for a year.

How to create an automation

1. Define the trigger

   Go to Omnichannel → Automations → New automation. Choose what starts the automation — a customer action (e.g., cart abandonment, product view), a time-based event (e.g., 30 days since last purchase), or a manual trigger for one-off campaigns.

2. Set the audience

   Filter which customers will enter this automation. You can target all customers, a specific segment (e.g., VIP customers, first-time buyers), customers from a particular channel, or those who meet custom criteria based on tags or purchase history.

3. Compose your message

   Write the message content for each step in the sequence. Use personalization variables to include the customer’s name, the product they viewed, or other relevant details. You can compose messages for email, chat, or both in the same automation.

   Keep the first message in a sequence short and focused on a single action. Long messages are less likely to be read and acted on.

4. Set timing and delays

   Configure when each message in the sequence sends — immediately after the trigger, after a set delay (e.g., 1 hour, 24 hours, 3 days), or at a specific time of day. Avoid sending messages late at night or early in the morning.

5. Activate the automation

   Review the automation settings and click Activate. The automation will begin processing new triggers immediately. You can pause, edit, or deactivate it at any time from the automations list.

Automation tips

Automations work best when your customer data is accurate and up to date. Make sure your inboxes are connected and conversations are being tagged consistently before building complex trigger-based workflows.

Start with cart abandonment. This is typically the highest-ROI automation for e-commerce businesses. Customers who abandon their cart have already shown buying intent — a timely reminder often converts them.

Set exit conditions. If a customer completes a purchase, make sure they exit the cart abandonment sequence automatically. Continuing to send “don’t forget your cart” messages after someone has already bought creates a poor experience.

Test before activating. Use the test mode to preview what each message in your sequence looks like before it goes live. Check personalization variables render correctly and links work as expected.

Monitor and iterate. After an automation has been running for a few weeks, review its performance in the Analytics dashboard. Adjust message timing, content, or audience criteria based on what the data shows.